Understanding All CRM Permissions

The following permissions are available in EduCtrl CRM. To assign permissions to staff members, you must first create a Role with the required permissions and then assign that role to the staff member. Permissions cannot be assigned directly to individual staff accounts.

Management

This is a Managerial Role

Staff with this role can have other staff reporting to them.

Limited Permissions Staff

Restricts staff members of this role to viewing and managing only the records assigned to them. They cannot view other leads/students/applications that are not assigned to them.

Lead Management

View Leads

Allows staff to view lead records and related lead information.

Lead Create-update

Allows staff to create leads, edit lead details, update lead status, and manage follow-ups.

Lead-assignment

Allows staff to assign or transfer leads to other staff members.

Student Management

View Students

Allows staff to view student profiles, course preferences, uploaded documents, and applications.

Manage Students

Allows staff to create and manage student records, documents, applications, and related details.

Student-assignment

Allows staff to assign students to other staff members.

Application Management

View University Applications

Allows staff to view university application records and related details.

Manage University Applications

Allows staff to create, update, and manage university applications and application statuses.

Application-assignment

Allows staff to assign university applications to other staff members.

Application Apply Through

Allows staff to configure or update the agency through which an application is submitted.

Delete-visa-service-application

Allows staff to delete visa service or additional service applications.

Staff Management

View Staff

Allows staff to view staff member lists and profile details.

Edit-staff

Allows creation and management of staff user accounts.

Staff Attendance

Allows access to staff attendance records and attendance management features.

Staff Leaves

Allows staff to view leave requests and leave records.

Approve Leaves

Allows staff to approve or reject leave requests submitted by employees.

Agent Management

Agent Management

Allows creation and management of agents or partner records.

Commission

Allows management of agent or partner commission details and payouts.

Course Management

Course Finder

Allows staff to search university courses and suggest suitable courses to students.

Invoice Management

Invoice

Allows creation and management of invoices, payments, and billing records.

Edit-invoice

Allows modification and updating of existing invoices.

University Invoice

Allows creation and management of university-related invoices and payment records.

Support Tickets

Support Tickets

Allows staff to view and respond to support tickets raised by students.

Ticket-assignment

Allows staff to assign support tickets to other staff members.

CMS Management

Cms-articles

Allows management of portal pages, articles, homepage content, and navigation menus.

Cms-events

Allows creation and management of webinars, events, and related content.

Upload Management

File Uploads

Allows uploading and sharing of files and documents with students.

Message Template Management

Mail Templates

Allows management of email, SMS, and WhatsApp message templates.

Canned Responses

Allows staff to create, edit, and manage predefined response templates.

Referral Management

Student Referral

Allows management of the student referral program and referral activities.

Report Management

Analytics

Allows access to analytics, dashboards, and reporting data.

Advanced

Automations

Allows creation and management of automated email, SMS, and WhatsApp workflows and campaigns.

Import

Allows importing of leads, students, and course-related data into the CRM.

Roles Mgmt

Allows creation, editing, and management of staff roles and permissions.

Branch Mgmt

Allows management of branch details and branch-related configurations.

Delete-lead-student-application

Allows permanent deletion of leads, students, and application records.

Country Info

Allows management of overseas education country information and related documents.

Overseas Education Configs

Allows management of university course data, course suggestions, and country information settings.

Export Lead, Student Data

Allows exporting lead and student data from the CRM.

Broadcast & Communication

Broadcast To Leads And Students

Allows sending bulk email, SMS, and WhatsApp messages to leads and students.

Broadcast To Staff

Allows sending bulk email, SMS, and WhatsApp messages to staff members.

Broadcast To Agents

Allows sending bulk email, SMS, and WhatsApp messages to agents or partners.

Branch Operations

Transfer Branch

Allows transferring leads and students between branches.

Chat

Create Chat Groups

Allows creation of team chat groups.

Manage Chat Groups

Allows adding or removing members from chat groups.