The top level permission an Administrator can have is Owner permissions - this allows them access to all areas of the system and use of all functionality, including setting permissions for other Administrators.
If you are signed in as an Administrator with owner permissions, you can grant different permissions to an Administrator's profile. Here is a list of those permissions:
Change Branch: This will allow 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 for this include franchisees, businesses operating in different geographic regions, different product offerings, etc.
View Operations: This permission is for viewing the Dashboard, People, Activity and Communications. This includes Roles, Jobs, Lessons and Ad Hoc Charges. It doesn't allow for the editing of them.
Edit Operations: The same as 'View Operations', but the Administrator will be able to edit items as well as view them.
View Accounting: With this permission, an Administrator can view Account Balances, Invoices, Payment Orders and other information relating to accounting.
Edit Accounting: The same as 'View Accounting', but Administrators can send and edit Invoices, adjust Client Balances and take payments.
View Analytics: An Administrator can access the Analytics section to review income reports and more.
Edit Branch Settings: This allows the Administrator to edit settings that relate to a specific branch, such as the branch's credentials including branch contact details, logo, website, accounting details and the details displayed on PDF Documents.
Import/Export: With this permission, an Administrator can Import and Export users, Lessons and accounting information.
Edit Company Settings: This allows an Administrator to edit the company's system settings that affect all branches, such as the company’s name, tax setups and Labels.
Use and configure the API: This permission will allow your other Administrators 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 of an organisation, or simply a member who has been assigned to administrate all areas pertaining to the TutorCruncher platform. When you first create a company account on TutorCruncher, your Administrator role will be set as an owner, and you can give as many Administrators the owner permission as you’d 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 permission for ‘Change Branch’ assigned to their profile. Public files are available at the organisation level, meaning an Administrator will not be able to view these if they do not have 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 the permission for Company Settings and/or Branch Settings assigned to their profile.