Roles & access¶
Who can do what in the Training Center portal.
The five roles¶
| Role | What it is | Portal scope |
|---|---|---|
| Owner | The company account, created at registration | Full access; cannot be removed or have its role changed in Staff |
| Admin | Team member with full management rights | Full access |
| Manager | Team member who runs day-to-day operations | Full access (same as Admin) |
| Employee | Office person (front desk) | The student registry, attendance, completion certificates and SMS; no qualification certificates, sales, financials or administration |
| Trainer | Instructor assigned to specific courses | Reduced: their assigned courses only, plus Dashboard and Settings (profile) |
For access purposes Owner, Admin and Manager are equivalent — every "admin-level" screen is open to all three (below: "admin staff"). The only difference is in Staff: the Owner row is read-only.
In the interface (Staff, the menu footer) the Trainer role appears under the label "Instructor".
Access matrix¶
✓ = full access · 👁 = view/scoped to assigned courses · — = hidden / not allowed
| Area / action | Owner | Admin | Manager | Employee | Trainer |
|---|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | 👁 (the center's course list) | 👁 (trainer dashboard) |
| Courses — browse list | ✓ | ✓ | ✓ | 👁 (all courses) | 👁 (assigned only) |
| Create / edit / duplicate / archive a course | ✓ | ✓ | ✓ | — | — |
| Course details | ✓ | ✓ | ✓ | 👁 | 👁 |
| Editions: Students and Attendance tabs | ✓ | ✓ | ✓ | ✓ (no enrolling, transfers or payments) | ✓ (assigned courses) |
| Editions: the Agenda and Instructors tabs + the class journal | ✓ | ✓ | ✓ | — | — |
| Student card (inside a course) | ✓ | ✓ | ✓ | 👁 (no payments or transfers) | ✓ (assigned courses) |
| Completion report | ✓ | ✓ | ✓ | — | — |
| Students — center-wide list / profile | ✓ | ✓ | ✓ | ✓ (adding to the registry only) | — |
| Course-completion certificates | ✓ | ✓ | ✓ | ✓ | — |
| Certificates — register / issue / import / message | ✓ | ✓ | ✓ | — | — |
| Certificate renewal | ✓ | ✓ | ✓ | — | — |
| Sales — Clients / Price list / Offers | ✓ | ✓ | ✓ | — | — |
| Sending an SMS to a student / course | ✓ | ✓ | ✓ | ✓ | — |
| SMS settings (automations, history) | ✓ | ✓ | ✓ | — | — |
| Staff | ✓ (self read-only) | ✓ | ✓ | — | — |
| Financials | ✓ | ✓ | ✓ | — | — |
| Integrations | ✓ | ✓ | ✓ | — | — |
| Student portal settings | ✓ | ✓ | ✓ | — | — |
| Calendar / Bulk operations / Audit logs (hidden in menu) | ✓ | ✓ | ✓ | — | — |
| Account settings | ✓ | ✓ | ✓ | ✓ (Profile and Security tabs only) | ✓ (Profile and Security tabs only) |
How it's enforced¶
Access is controlled by route guards in the app:
- partnerGuard — any training-center account. Applies to Dashboard, the Courses list, a course's details, an
edition's detail (with role-dependent tabs), a student's in-course card, and Settings. This is why a Trainer can
mark attendance for the courses they're assigned to (the Agenda and Instructors tabs are reserved for admin staff).
- staffOfficeGuard — admin staff + Employee (blocks only the Trainer). Applies to the center-wide Students
area: the list, the student profile and adding to the registry.
- staffAdminGuard — Owner/Admin/Manager only. Applies to everything else (creating/editing courses,
Certificates, Sales, Staff, Financials, Integrations, Renewal, Calendar, Bulk Operations, Audit Logs,
Portal settings).
Trainers also see only their assigned courses; the data is scoped server-side, not just hidden in the menu.
Related flows¶
- Getting started
- Staff — invite staff and change roles.
FAQ¶
- Can a Manager do less than an Admin? No — they have the same portal access. Use the distinction for your own organization.
- What is the Employee role for? Office work: they run the student registry, mark attendance, issue completion certificates and send SMS — with no access to qualification certificates, sales, financials or administration. Enrolling students into courses is done by admin staff.
- Can a Trainer mark attendance? Yes, for courses they're assigned to (via the course edition's Attendance tab).
- Can a Trainer issue certificates? No. Certificate issuing is admin-level.