Getting started
Roles and permissions
Every person has one role, set in Settings → Team & Access. The role decides which pages they can open and which centres they see.
The six roles
- CRM manager runs the organisation: every centre (including new ones), every page, Settings, lead import and tour times for any centre. The last active manager can't be changed to another role.
- Enrolment consultant works the pipeline for their allocated centres, plus the Growth section for those centres. No Settings, no import, no tour settings.
- Centre director has the same enrolment pages as a consultant for their own centres, and sets their centres' tour times and closed days from the Tours page. No Growth section.
- Family relations looks after enrolled families only: the Enrolled and Withdrawn lists, Churn Risk, and those families' records, email and SMS. They land on the Enrolled list.
- Marketing sees Marketing, Socials and Analytics across every centre, without opening family records.
- Reporting sees the Dashboard figures and every Reports tab across every centre, and nothing else. Suits owners, board members and accountants.
What each role can open
| Area | Manager | Consultant | Director | Family rel. | Marketing | Reporting |
|---|---|---|---|---|---|---|
| Centres seen | All | Allocated | Allocated | Allocated | All | All |
| Dashboard | ✓ | ✓ | ✓ | – | – | Read only |
| Pipeline, Leads, Tours, Waitlist | ✓ | ✓ | ✓ | – | – | – |
| Offers, Correspondence, Chats | ✓ | ✓ | ✓ | – | – | – |
| Enrolled, Withdrawn, Churn Risk | ✓ | ✓ | ✓ | ✓ | – | – |
| Reinstate a withdrawn family | ✓ | – | – | – | – | – |
| Import leads | ✓ | – | – | – | – | – |
| Marketing, Socials, Analytics | ✓ | ✓ | – | – | ✓ | – |
| Automations | ✓ | ✓ | – | – | – | – |
| Reports | ✓ | ✓ | – | – | – | ✓ |
| Tour times and closed days | Any centre | – | Own centres | – | – | – |
| Settings | ✓ | – | – | – | – | – |
| Tutorial, Your profile | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Combining roles
- Anyone who isn't a CRM manager can hold extra areas. For example, Marketing plus Reporting, or a consultant who also runs marketing.
- In Team & Access, pick the role first, then use Also give access to to add areas. Each shows as its own pill on the person's row.
- Family pages always stay within the person's allocated centres.
Good to knowPages a role doesn't include are simply missing from that person's sidebar. The same role applies when the person signs in to the mobile app or API.
Updated 2026-11-06 · nurtra.ai