Permissions control which areas of TutorCruncher an Administrator can see and change. You can set them via People > Administrators > select the Administrator > Edit Profile, using the Permissions checkboxes. An Administrator's current permissions are also listed on their profile.
Note: The Permissions checkboxes only appear if you hold 'Edit Branch Settings' or 'Edit Company Settings', and you cannot change your own permissions. For 'Owner', 'Change Branch', 'Edit Branch Settings', 'Edit Company Settings' and 'Use and configure the API', you can only grant a permission that you hold yourself. The remaining permissions can be granted whether or not you hold them.
The highest level permission an Administrator can have is Owner, which gives them access to every area of the system and all functionality, including setting permissions for other Administrators.
The full list of permissions is:
Change Branch: Allows an Administrator to switch between the different Branches in your company. Branches are sub-accounts, separate from each other but sharing the same URL and branding. Use cases include franchisees, businesses operating in different geographic regions, and different product offerings.
View Operations: Allows viewing of the Dashboard, People, Activity and Communications. This includes Roles, Jobs, Lessons and Ad Hoc Charges. It does not allow editing of them.
Edit Operations: The same as 'View Operations', but the Administrator can edit items as well as view them.
Export Operations: Allows an Administrator to Export data relating to People and Activity, such as Roles, Jobs and Lessons. 'View Operations' is required to enable this.
View Accounting: Allows an Administrator to view Balances, Invoices, Payment Orders and other information relating to accounting. This permission also controls whether the Accounting and Billing tabs appear on a Client's profile.
Edit Accounting: The same as 'View Accounting', but the Administrator can send and edit Invoices, adjust Client Balances and take payments.
Export Accounting: Allows an Administrator to Export data relating to accounting, such as Invoices, Credit Requests and Payment Orders. 'View Accounting' is required to enable this.
View Analytics: Allows an Administrator to access the Analytics section to review income Reports and more.
Edit Branch Settings: Allows the Administrator to edit settings that relate to a specific Branch, such as Branch contact details, logo, website, accounting details and the details displayed on PDF Documents.
Import: Allows an Administrator to Import users into the system. This permission controls both the System > User Import menu item and the Import button on the Clients, Tutors and Students lists. Without it, an Administrator visiting the Import page will be blocked.
Edit Company Settings: Allows an Administrator to edit company-wide settings that affect all Branches, such as the company's name, Tax Setups and Labels.
Use and configure the API: Allows an Administrator to access the TutorCruncher API and its settings, giving you an array of tools to retrieve large amounts of information, or pull information from TutorCruncher into external applications.
Frequently Asked Questions
What is an 'Owner'?
An Owner has full access to all Administrator permissions and all of TutorCruncher's functions. This will typically be the business owner or manager, or a member of staff who administrates all areas of the platform. When you first create a company account on TutorCruncher, your Administrator role is set as an Owner, and you can give as many Administrators the Owner permission as you would like.
Why am I not able to access Activity > Documents?
An Administrator will not be able to access any Public Files stored in Activity > Documents if they do not have the 'Change Branch' permission on their profile. Public Files are available at the organisation level, so an Administrator cannot view them without permission to access all the Branches of an organisation.
Why can't my Administrator access System > Settings?
An Administrator will not be able to access System > Settings if they do not have 'Edit Company Settings' and/or 'Edit Branch Settings' on their profile. Individual items within Settings are also greyed out where the Administrator lacks the relevant permission.
Why can't my Administrator see Safeguarding/Wellbeing Concerns?
Access to Safeguarding/Wellbeing Concerns is not controlled by the Permissions checkboxes. An Administrator also needs to be marked as a Safeguarding/Wellbeing Concern Manager, which is set via People > Administrators > select the Administrator > Edit Profile under the Settings section. Without it, the Administrator will be blocked from viewing Concerns.