As your team grows, you would want to define roles for your team members. Reportcard has gone ahead and created these roles for you (after talking with our customers). They are as follows:

  • Admin
    Centre managers responsible for the administration of the organisation
  • Front office
    Receptionist tasked with daily operations
  • Owner
    The boss
  • Sales
    A sales person is tasked with managing leads and growing sales
  • Teacher
    Staff members who conducts classes
  • Teaching Assistant
    A teaching assistant is an additional staff member to aid in conducting classes

To assign a role, you can do so while adding a staff member:

Editing or changing staff roles can be done easily, following the below steps:

  1. Click the Staff option in the left main menu.
  2. Click on the row bearing the staff's name. 
  3. Click on the Edit Profile button.
  4. In the Basic Information section you will see the option to change Role

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