Admin vs. User Roles and Permission Scopes
Enrollio uses a flexible permission system to help you control who on your team can access what. Whether you're managing multiple childcare locations or just need to give staff access to specific features, understanding roles and permissions is key.
Permission Matrix: What Each Role Can Do
Here's a quick reference showing which permissions are available at different levels of your Enrollio account:
[SCREENSHOT: Permission matrix table showing Enrollio-level vs Client Account-level permissions]| Permission | Enrollio-Level Only | Client Account-Level Only | Available at Both Levels |
|---|---|---|---|
| Create / Edit / Delete Client Accounts | ✓ | ||
| Enrollment Pipelines & Opportunities | ✓ | ||
| User Management (Admins can add/edit users within their level) | ✓ | ||
| Automations / Campaigns | ✓ | ||
| Dashboard Reporting | ✓ | ||
| Global Integrations (Mailgun, Twilio, etc.) | ✓ | ||
| Calendars & Appointment Settings | ✓ | ||
| Media Library | ✓ | ||
| Snapshot Management | ✓ | ||
| Conversations (Text, Email, Chat) | ✓ | ||
| Audit Logs | ✓ | ||
| Enrollio-Level Billing & Branding | ✓ | ||
| Family Contact Management & Smart Lists | ✓ | ||
| Enrollio Settings (Company Info, Rebilling Settings) | ✓ | ||
| Reputation Management | ✓ | ||
| White-Label Settings (Custom Domains, Logos, Colors) | ✓ | ||
| Enrollment Page & Landing Page Builder | ✓ |
Note: If a permission isn't listed here, it inherits the broader role's default capabilities at its respective level.
How to Change a User's Role
Want to adjust someone's access level? Here's how:
- Go to Settings > My Staff
- Click the Edit (pencil icon) next to the user you want to modify
- Scroll down to the User Roles section and expand it
- Select the appropriate role and save your changes
Frequently Asked Questions
Can an Enrollio Admin restrict a Client Account Admin from accessing certain features?
No. Enrollio Admins cannot customize Client Account Admin role permissions directly. Client Account Admins always inherit full access within their assigned client account.
If you need to limit someone's access, create a User role instead of an Admin role in that client account. This gives you more granular control over what they can do.
If a permission is available at both Enrollio and Client Account levels, does the Enrollio Admin override Client Account Admins?
Yes. Enrollio Admins hold global authority across your entire platform. For permissions like user management, reporting, or media library, Enrollio Admin actions apply across all client accounts, while Client Account Admins manage only within their assigned account.
What happens if a user is added at the Enrollio level and then also given access to a Client Account?
The user will have two role scopes: Enrollio-wide access from their Enrollio role, plus client account-specific access from their Client Account role.
Permissions don't cancel out—they stack, with the broader Enrollio permissions always taking precedence.
Do all Enrollio Admins have "Login As" capability?
No. "Login As" is controlled by the Enable Login As permission at the Enrollio level. If it's disabled for an admin, the Login As option will be hidden for that user.