Assign or Edit Staff Branches and Permissions
Assign Academy branches and permission modules when adding or updating a Academy staff member.
Assign branches when creating a staff account
- Open Settings and Staff Management.
- Add a new Academy staff member or open an existing Academy staff member for editing.
- Under Branch Assignment, select every branch the Academy staff member should access.
- Keep at least one branch selected.
- Save the Academy staff member.
Single-branch Academies
When the Academy has one active branch, that branch is selected for the Academy staff member. The Branch Assignment section remains visible so the owner can confirm the access.
Multi-branch Academies
The owner can select one or more active branches. The Academy staff member’s branch switcher shows only assigned active branches. Data and actions are restricted to the branch currently selected from that permitted list.
Inactive branches
Inactive branches are not offered for new staff assignment. If branch access changes, edit the staff account and save the updated selection.
Open the staff record
- Log in as the Academy owner.
- Open Settings and Staff Management.
- Find the Academy staff member.
- Select Edit Permissions.
What can be changed
- Staff name.
- Assigned active branches.
- Any of the five permission modules.
What cannot be changed on this screen
The staff mobile number is disabled after the account is created. It remains the Academy staff member’s login ID.
Save the changes
- Keep at least one branch selected.
- Keep at least one permission module enabled.
- Select Update Staff Member.
- Ask the Academy staff member to refresh or sign in again if the updated access is not immediately visible.