Users

Manage access, permissions, and visibility across Student CRM

The Users module is where you and your colleagues are managed. Anyone with a login to Student CRM is a user. It gives your User Administrators full control over who can access which modules, what level of permission they have, and how their dashboards are configured.

With flexible roles and clear permissions, you can keep your teams secure, efficient, and focused on the tools they need.

User profile and permissions management in Student CRM
Key benefits

Everything you need to manage users and permissions confidently

Flexible permissions

Each user is assigned one of three access levels to match their role and responsibility.

  • Read-only — search for and view records, but can’t create, edit, or delete
  • Read/write — full access to create, edit, and delete records
  • Super user — read/write access plus the ability to change CRM settings

Controlled access

User Admins decide which modules each person can see, ensuring everyone only accesses what’s relevant to their work.

Secure management

Keep control centralised and secure.

  • Admins manage passwords, permissions, and module access
  • Clear auditability of who can see and do what

Tailored dashboards

Every user sees the modules and data they need to do their job effectively.

  • Dashboards reflect permissions and assigned modules
  • Removes distractions and improves focus

Scalable setup

Add as many users as you need — Student CRM grows with your teams.

  • Simple to onboard new admissions or recruitment staff
  • No limits on team size as you expand

Self-managed system

After setup and training, your institution controls day-to-day access changes without contacting support.

FAQs

Users module FAQs

Who sets up new users?
Your User Administrator is responsible for adding, removing, or managing users and permissions across your Student CRM account.
How are permission levels decided?
Each user is given a permission level — Read-only, Read/write, or Super user — based on their responsibilities and the apps they use.
Can we restrict access by department or role?
Yes. User Admins can assign specific apps and permissions to different teams, such as Admissions, Marketing, or International Recruitment.
What happens when a new user is added?
The new user receives an automated welcome email with their login details and access based on their assigned permissions.
Who uses the Users module the most?
Most used by: Admissions, Enquiries, Events, Marketing, Recruitment and Outreach, IT and Compliance, Partnerships, International.