Staff feature

Overview

One of the icons on your admin dashboard is the Staff icon. This is where you will be grant access to new staff members as-well-as managing existing ones. See below to learn more about this feature. 

 

Step 1: First thing you would do is to add a new staff member. To do this click on the left hand icon Staff, then click on Manage staff, and finally Add Staff. At this point you fill out the below form and save, this will trigger an invitation email that goes out to provided email.

add-staff

 

Note: Last question on the form is the "Access role", here you will determine what type of access you want to provide to a given staff member. You will have options such as

  • Admin
  • Manager
  • Instructor
  • Contributor
  • Restricted Manager

Each role has different restrictions to meet the various needs you may have. To learn more on the different access roles click on this link. { }

 

Step 2: Once you have staff members on your list you will have several options to manage your staff. You can temporary freeze a staff member access, you can permanently delete, or you can edit an existing

edit-staff

Staff access roles 

Below you will find a variety of charts that illustrate the different staff roles and the corresponding access roles..

Season

  Partner Owner Admin Manager Contributor School Contributor Instructor Accountant
Season   * * * * * - -
Add season   * * - - - - -
Publish season   * * - - - - -
Delete season   * * - - -    
Edit season   * * - - -    
Overview   * * * * * - -
Programs and orders   * * * * * * -
  • View order
  * * * * * *  
  • Offline register
  * * * * *    
  • View
  * * * * * *  
  • Edit
  * * * * *    
  • Take payment
  * * * * *    
  • Transfer
  * * * * *    
  • Refund
  * * * * *    
  • Email participant
  * * * * *    
  • Order item details
  * * * * *    
  • Order item history
  * * * * *    
  • Order detail
  * * * * *    
  • Order history
  * * * * *    
Reports   * *   *      
  • Capacity
  * * * * *    
  • Installment
  * * * * *    
  • Registration forms
  * * * * *    
  • Follow up forms
  * * * * *    
  • Balance
  * * * * *    
  • Charge/discount
  * * * * *    
  • Finance
  * * * * *    
  • Coupons
  * * * * *    
Setup   * *          
  • Programs
  * * * * -    
  • List
  * * * * -    
  • Add
  * * * - -    
  • Edit
  * * * - -    
  • Delete
  * * * - -    
  • View
  * * * * -    
  • View Draft
  * * - - -    
  • Freeze
  * * * - -    
  • Registration Form
  * * * - -    
  • Follow up Form
  * * * - -    
  • Waivers
  * * * - -    
  • Respond Invitation
  * * * * -    
  • Coupons
  * * * - -    
  • Discounts
  * * * - -    
  • Payment plans
  * * * - -    
  • Registration email template
  * * * - -    

Campaigns

- Partner Owner Admin Manager Contributor School contributor Instructor Accountant
Email campaigns   * * * * *    
  • Send new campaign
  * * * * *    
  • View report
  * * * * *    
  • View campaign
  * * * * *    
Templates   * *   * *    
  • Add new template
  * * * * *    
  • Edit template
  * * * * *    
  • Delete template
  * * * * *    

People

- Partner Owner Admin Manager Contributor School contributor Instructor Accountant
Families   * * * * *    
  • Add new family
  * * * * *    
  • View details
  * * * * *    
  • Edit
  * * * * *    
  • Orders
  * * * * *    
  • Transactions
  * * * * *    
Registrations   * * * * *    
  • View details
  * * * * *    
Parents   * * * * *    
  • View details
  * * * * *    

Catalog

- Partner Owner Admin Manager Contributor School Contributor Instructor Accountant
Catalog items - * * * * *    
  • Add catalog item
- * * * - -    
  • Archive
- * * * * *    
  • Hide
- * * * * *    
  • Edit
- * * * - -    
  • Delete
- * * * - -    
  • View
- * * * * *    
  • View list
- * * * * *    
Catalog settings - * * * * *    
  • Edit
- * * * * *    
  • View
- * * * * *    

Settings

- Partner Owner Admin Manager Contributor School Contributor Instructor Accountant
General view * * * * * *    
General  edit * * * * * -    
Payment view * * * - - -    
Payment edit * * * - - -    
Checkout view * * * - - -    
Checkout edit * * * - - -    
Account view * * * * * *    
Account edit * * * * * -    
Jumbula home * * * * - -    
School View * * * * * *    
School edit * * * * * -    

Staff

  Partner Owner Admin Manager Contributor School Contributor Instructor Accountant
Manage staff   * * * * *    
  • Add staff
  * * * * *    
  • Edit staff
  * * * * *    
  • Resend invitation
  * * * * *    
  • Freeze
  * * * * *    
  • Delete
  * * * * *    

Members

- Partner Owner Admin Manager Contributor School Contributor Instructor Accountant
Add * - - - -      
Edit * - - - -      
Delete * - - - -      

 

Contact us

Please don’t hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.

Best Regards, Jumbula Support Team