Users
Manage access, permissions, and visibility across Student CRM
The Users module is where staff access is managed across Student CRM. 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 recruitment, admissions, marketing, events, and international teams secure, efficient, and focused on the tools they need.
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Student CRM brings admissions, marketing, outreach, international and partnerships together in one system.
Permissions ensure teams stay focused on what matters to their role.
Module controls and occurrences mean they only see the parts of the system that matter to them.
Because there is one central Student Database, every interaction stays connected.
The result is a secure, joined-up environment where teams can work confidently without unnecessary exposure to data.
The Users module has the following benefits:
Access tailored to each user's responsibilities
Access to Student CRM is aligned with what each user needs to do.
If you're not involved in Applications, you simply won't see that module.
If you manage Applications, you'll see the occurrences relevant to you.
And if you manage just one area, for example international, you may only see the specific overseas occurrence.
Within those areas, permissions can be layered depending on responsibility.
For example, users may have read-only access, read/write, or full super-user control.
Permissions are controlled by authorised administrators, so users can't adjust their own access.
And while access can vary across the system, there is still one central Student Database.
Every prospect sits in a single record that authorised users can view, because students often interact across multiple parts of the journey.
Simple user management
User administrators manage access centrally.
When someone joins, changes role or leaves the institution, permissions can be updated immediately.
Accounts can also be suspended and reactivated easily.
For example, a Student Ambassador helping during Clearing can have temporary access enabled, then paused until the next cycle.
Users can update their own profile details and reset passwords when needed, keeping day-to-day access simple while administrators retain control over permissions.
Two-factor authentication
Users can enable two-factor authentication to add an extra layer of protection to their account.
Logging in requires more than just a password, helping protect sensitive student data even if credentials were compromised.
This strengthens security across the institution while keeping login straightforward.
The Users module underpins the entire Student CRM platform, keeping access secure and structured across every team.
Book a call with one of our CRM experts to see how Student CRM supports your teams with clarity, control, and confidence.
What is Users?
Users is a Student CRM module that helps universities and colleges manage staff access, user permissions, module visibility, login control, dashboard access, and role-based CRM settings. It gives User Administrators a secure way to control who can view, create, edit, delete, and manage information across Student CRM.
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 in assigned modules
- Super user — read/write access plus the ability to change CRM settings and manage setup
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.