The Studio Portal Staff Permissions feature allows studios to control what each staff member can access inside the Studio Portal. You can now assign specific roles with different levels of visibility and permissions, ensuring staff only see what they need while keeping sensitive financial data protected.

This guide walks you through:

  • Where to find staff permissions

  • How to add CRM users to the Studio Portal

  • The differences between Staff, Admin, and Super Admin roles

  • What each role can and cannot access inside the portal

Where to Find User Management & Staff Permissions

  1. Log in to your Studio Portal.

  2. Go to Settings.

  3. Select User Management.

  4. You will see two tabs:

    - Users – current portal users

    - CRM Users – users who exist in the CRM but do not yet have portal access

CRM users can be added to the Studio Portal and assigned a role.

Adding a CRM User to the Studio Portal

  1. Go to Settings → User Management → CRM Users.

  2. Find the CRM user you’d like to add.

  3. Click Actions → Add User to Enrollio Portal.

  4. Choose a role: 

    - Super Admin

    - Admin

    - Staff

  5. Click Add to Enrollio.

The user is now added to the Studio Portal with the selected permissions.
You can update their role at any time under the Users tab.

Role Permission Levels

The Studio Portal offers three permission types: Staff, Admin, and Super Admin. Each role has a different set of available tools inside the portal.

Staff Role (Limited Access)

What Staff Can Access

Staff users have attendance-only access:

  • View active classes

  • Mark attendance

  • View class calendars

  • View student lists

  • Modify attendance statuses

  • Download attendance sheets

  • Update attendance for events

What Staff Cannot Access

  • Dashboard

  • Payments or financial history

  • Fees, credits, or tuition

  • Recording transactions

  • Enrolling or dropping students

  • Any money-related or reporting tools

This role is ideal for assistants, instructors, and temporary staff who only need to track attendance.

Admin Role (Mid-Level Access)

Admin users have more permissions than Staff but still no financial access.

What Admins Can Do

  • Everything Staff can do

  • Add or remove students from classes

  • Transfer students between classes

  • Enroll students into classes

  • Manage class rosters

  • Take attendance

  • View expanded class details

What Admins Cannot Access

Admins do not have access to:

  • Dashboard financial totals

  • Payments

  • Refunds

  • Wallet credits

  • Tuition adjustments

  • Manual charges

  • Billing history

Admins are perfect for front desk team members or office staff who need enrollment and attendance capabilities but should not view financial information.

Super Admin Role (Full Access)

Super Admins have complete visibility and control inside the Studio Portal.

What Super Admins Can Access

  • Dashboard

  • Payments and full payment history

  • Refunds

  • Wallet credits

  • Failed transactions & upcoming charges

  • All Studio Essentials tools

  • Enroll, drop, and transfer students

  • Pause charges

  • Update tuition fees

  • View upcoming tuition

  • Record cash, check, and card payments

  • Manually charge families

  • Issue credits

  • Access every section of the portal

Additional Super Admin Controls

  • Add CRM users to the portal

  • Change user roles at any time

  • Temporarily assign or downgrade permissions

  • Manage high-level portal settings

This role is designed for studio owners and senior administrators who need full financial and operational access.

How to Change a User’s Role

  1. Go to Settings → User Management → Users.

  2. Find the user whose role you want to update.

  3. Under the Role column, click Actions → Change Role.

  4. Select: 

    - Staff

    - Admin

    - Super Admin

  5. Save changes.

Changes apply immediately and will take effect the next time the user logs in.

Use Cases for Each Role

  • Staff: Teachers, assistants, substitute instructors

  • Admin: Front desk staff, onboarding specialists

  • Super Admin: Studio owners, operations managers

Summary

The Portal Staff Permissions feature gives studios greater control and security over who can view sensitive financial information and who can perform key actions such as enrollment, attendance, or tuition adjustments.

By assigning the correct role:

  • Staff stay focused on attendance

  • Admins help manage classes without financial access

  • Super Admins oversee the full studio operations

Need Help?

If you need assistance setting up user roles or adjusting permissions, our Support Team is here to help. Feel free to reach out anytime at support@enrollio.ai!