Account Permissions

You can set the permissions for employee accounts (staff and teachers) on their profiles under the User Access & Permissions section. Permissions differ for staff and teacher accounts and will be displayed based on the "Employee Type" field in the employee's profile.

Teacher Permissions

Calendar Events - controls access to the calendar, lessons, and other events.

Lesson Cost - determines if user can see the lesson cost.

Upload Files - determines if the user can upload files.

Student Contact - determines if the user can view student and parent contact info.

Other Teacher Lessons - determines if user can view other teacher's lessons on the calendar.

Lesson Duration - determines if the user can adjust the lesson duration on the Complete Lesson form.  This will be overridden by setting the Calendar Events permission to Manage.

Send Lesson Notes - determines if the user can email lesson notes when completing a lesson.

Staff Permissions

Staff - determines if the user can view other staff employees.

Teachers - determines if the user can view or manage teachers.

Students & Families - determines if the user can add or manage students and families.

Accounting - determines if the user can view or manage account balances, invoices, credit notes, and customer payments.  This setting must be set to "Manage" to allow staff users to sync records to QuickBooks Online.

Payroll & Hours - determines if the user can view or manage employee hours, other compensation, and employee payments.

Services - determines if the user can view or manage services, cost premiums and wage tiers.

Locations - determines if the user can view or manage locations.

Calendar Events - determines if the user can view or manage lessons and other events.

Lesson Cost - determines if the user can view the cost of lessons (lesson costs may still be visible if Accounting or Analytics Reports permissions allow).

Lesson Wage (Others') - determines if the user can view wages of other employees (can be overridden by Payroll & Hours permission)

Analytics Reports - determines if the user can view the reports under the Reports tab.

Tasks - determines if the user can manage tasks for other employees.  

Account Settings - determines if the user can manage the account settings page.  

Subscription - determines if the user can manage the company subscription.

Integration Settings - determines if the user can manage the account's integrations and integration settings.  This setting must be set to "Manage" to allow staff users to enable and configure QuickBooks settings.

Manage Files - determines if the user can manage files attached to profiles.

Send Email - determines if the user can send email using the Email Add-on and view email logs.

Send Lesson Notes - determines if the user can send lesson notes from the Complete Lesson form.