The Staff Permissions controls staff members access to certain aspects of iClassPro. Staff can be sorted into groups with specific permissions called User Groups, or special permissions can be set up for a particular staff member using Advanced User Permissions. This tutorial will cover how to use each method. Please note that you must first Create a Staff Member and then apply permissions before the staff member can log in.

Click a quick link below to jump to a specific section.

• User Groups
• Creating a User Group
• Applying a User Group
• Advanced User Permissions

 

User Groups

User Groups are for assigning the same set of permissions to groups of staff members. For example, you may not want your coaches to have the same sort of access as your front desk staff. Here we will dicuss how to first create a User Group, then how to assign it.

Creating a User Group

• Make sure you are logged into your iClassPro Account.
• Click "Settings" in the upper right corner.

 

• Go to "Setup" on the left hand side of the screen, under "Section."

 

• At the bottom of the Setup screen will be "Staff Settings."  Click the down arrow beside it.

 

• The Staff Settings options will appear.
• Click the edit pencil beside "User Groups."

 

• This will bring up the User Group screen.

 

• Click "Create New" to create a new User Group
• The New User Group Screen will appear

 

• Name the new User Group in the "User Group Name" box. You must name the User Group before you can save it.
• Use the radio buttons beside each item to give access to an item. You can hold the mouse over each one for a more detailed description of that permission.
• Please note that if "Application Access > iClassPro" is left to "None" the staff member will not be able to log in.
• "View" means the user will be able to view records, but cannot make changes. "Full" allows read/write access.
• Once complete, click "Save."
• Your new User Group will appear in the User Group Screen.

 

Applying a User Group to a Staff Member

• Click on the "Staff" page icon in the upper right section of the page.

 

• This will open the Staff page.
• Select the edit icon next to the staff member whose permissions are to be edited.

 

• The Staff Details window will appear.
• Click on the "Permissions" tab at the top of the Staff Details window.

 

• Under Permissions, there will be a drop down menu that says "User Group" near the bottom.
• Select the appropriate User Group from the menu.

 

• Once you have chosen a User Group, click "Save" in the Staff Details screen.
• The User Group has been applied to that staff member.

 

 

Advanced User Permissions

Sometimes certain staff members may need permissions different from their User Group. Specialized permissions can be granted via the Advanced User Permissions feature, which is accessible from the Staff page.

• Click on the "Staff" page icon.

 

• Click on the edit pencil beside the staff member whose permissions are to be edited.

 

• The Staff Details window will appear.
• Click on the "Permissions" tab at the top of the Staff Details window.

 

• Click the "Advanced User Permissions" button near the bottom of the window.

 

• This will bring up the Advanced User Permissions window, which will look very similar to the New/Edit User Group window.

 

• Select the specific permissions you want the staff member to have using the radio buttons
• Please note that if "Application Access > iClassPro" is left to "None" the staff member will not be able to log in.
• Advanced User Permissions always override permissions inherited from user groups.
• When complete, click "Finish." This will take you back to the Staff Details window.
• Click "Save" to save the Advanced User Permissions.

 

You can also view the Create Staff Permissions Video for additional help.