Staff management

One of the icons on your admin dashboard is the Staff icon. You can use this icon to grant access to new staff members as well as managing existing ones.

Follow these instructions to add a new staff

  • Go to Jumbula Dashboard > Staff > Manage staff
  • Click Add staff
  • Enter the personal information of the member that you want to add

    add staff personal information
  • Determine the Access role
    The Access role specifies the types of access that staff will have to the Jumbula dashboard. The following tables illustrate the different staff roles and the corresponding access types.
  • Click Submit

    choose staff access role

To edit an existing staff member

  • Go to Jumbula Dashboard > Staff > Manage staff
  • Hover over ... in the Action column
  • Select an option from the menu

    edit or delete

Staff access roles tables

The abbreviation of available roles in tables:

 Manager: Mgr

 Contributor: Contrib

 Onsite coordinator: Coord

 Onsite support manager: S-Mgr

 Restricted manager: R-Mgr

 Restricted contributor: R-Contrib

 Chapter manager: Chap-Mgr

Note: Two roles are not illustrated in these tables.

Admin has access to every resource that is available in the dashboard.               Instructors have limited access when they have been assigned to a program. They can view the program, view orders, change tuitions, manage attendance, email participants, and view the roster reports.

 

Season

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr

Add season

- - -

*

- - *
Change season mode - - - * - - *
Overview season * * * * * * *

Season setup

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Manage program * - - * * - *
Manage coupons * - - * * - *
Manage charges * - - * * - *
Payment plans * - - * * - *
Registration email template * - - * * - *
Multiclass Registration
program information * - - * - - *
Form and Waivers * - - * - - *
Payment plans - - - * - - *
Additional option * - - * - - *

Managing orders

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
View order detail * * * * - * *
Edit/Cancel order * - - * - - *
Take payment * - - * - - *
Invoice * * * * - - *
Transfer * - - * - - *
Bulk transfer * * * * * * *
Change tuition * * * * * * *
Switch payment plan * * * * - * *
Set payment plan to autocharge/manual * * * * - * *
Resume/Stop payment * - * * - * *
Send reminder * * * * - * *
Manage registration form * * * * - * *
Manage waiver * * * * - * *
View order history * - * * - * *
Email participant * * * * * * *
Resend confirmation mail * * - * - - *
View history * * - * - * *
Offline register * * - * - - *
Waitlist * - - * - * *
Lottery * - * * * - *
Assign instructor * * - * * - *
Assign room * * * * * - *
Attendance * - * * * - *
Class scheduling mail * * * * * - *

Season Reports

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Registration data * * * * - * *
Roster * * * * * * *
Capacities and waitlist * * - * * * *
Subscriptions * * * * - * *
Medical * * * * - * *
Operations * * * * - * *
Custom * * * * - * *
Finance
General * - - * - - *
General transaction * - - * - - *
Balance * - - * - - *
Charge discount * - - * - - *
Installment report * - - * - - *
Coupons report * * * * - * *
Order histories report * * * * - * *
Revenue * * * * - * *
Late fee * * * * - * *

Campaigns

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Email campaigns * * * * * * *
Live activity reminder * * - * * * *
User list * * * * * * *
Add new template * * * * * * *
Suppressions * * * * * * *
Setting * * * * * * *

People

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Families * * - * * - *
Participants * * - * * - *
Parents * * - * * - *
Volunteers * * - * * - *
Delinquents * * - * * - *

Staff

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Add and Manage Staff 
Admin - - - - - - -
Instructor - - - - - - -
Manager * - - - - - -
Contributor * - - - - - -
Onsite coordinator - - * - - - -
Onsite support manager - - - * - - -
Restricted manager * - - - - - -
Restricted contributor - - - - - - -
Chapter manager - - - - - - -

Invoicing

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Invoicing * * * - - - -

Marketplace

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Marketplace * - - - - - -

Reports

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Parent mailing list * - - * - - *
Participant by grade * - - * - - *
Custom * - - * - * -
Finance - - - - - - *
Roster
Student attendance summary - - * * - * *
Class setup - - * * - * *
Modified sessions - - - * - - *

Catalog

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
Managing Catalog * * - * * * -

Settings

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
General * * * * * * -
Payment methods - - - * - - -
Checkout - - - * - - -
Appearance - - - * - - -
Holiday calendar - - - * * - -
Jumbula home site * - - * * - -
Mobile app * * - * * - -
Notification texts * * - * * - -
Gift card * * - * * - -
Account
Overview * * - * - - -
Select plan * * - * - - -
Billing * * - * - - -
Billing history * - - * - - -
Policies
Programs * - - - - - -
Duplicate enrollments * - - - - - -
Autocharge payments * - - - - - -
Manual payment * - - - - - -
Email * - - - - - -
Delinquent accounts * * - * * - -

Toolbox

  Mgr Contrib Coord S-Mgr R-Mgr R-Contrib Chap-Mgr
GA - - - - - - -
Integration - - - - - - -
Facebook pixel - - * - - - -
Check-in/Check-out - - * * - - -
Forms - - - - - - -

 

Contact us 

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