Managing Role-Based Permissions

Modified on Tue, 26 May at 4:56 PM


CPR Enroll+ uses a role-based access control system to determine what each user can see and do in the dashboard. As an administrator, you can customize the permissions for each role — controlling access at both the module level (e.g., Classes, Payments) and the individual tab level within each module. This is essential for multi-instructor organizations where you want instructors to manage their own classes without accessing financial data.


Accessing Permission Settings

  1. From the sidebar, go to Settings > Permissions.

  2. Select a Role from the dropdown at the top. Common roles include Admin and Instructor.

Configuring Module-Level Access

  1. With a role selected, you will see a list of all modules in the dashboard (Classes, Enrollments, Payments, Reports, Store, etc.).

  2. Toggle the switch next to any module ON to grant the role access to that module, or OFF to hide it entirely from users with that role.

  3. A count such as "2 / 4 tabs enabled" shows how many tabs within the module are currently visible for this role.

Configuring Tab-Level Access

  1. Click the expand arrow next to a module to reveal its individual tabs.

  2. Toggle each tab's switch independently. For example, you can give Instructors access to the Classes module but disable the Payments tab so they cannot see financial data.

  3. Click Save after configuring each role.



✔  Store permission label

The Store module permission is labeled "Purchase from Store" — this controls whether the role can make purchases from the store, not whether they can see it. Enable this for instructor roles who need to purchase training materials.


Common Permission Configurations

Role Setup

Recommended Permissions

Instructor (limited)

Classes (view only), Enrollments (no payments tab), Reports (Certificates, Attendance only)

Instructor (full)

Classes, Enrollments, Reports, Store (purchase)

Admin

All modules and tabs enabled

Staff / Manager

Classes, Enrollments, Payments, Reports — no Settings access


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