Roles and permissions
What admins, staff and instructors can see and do in JoinCPR, how the Instructor flag works for admins and staff, and the safeguards for the last admin.
Updated · JoinCPR help center
Every person on your team has one role and an optional Instructor flag. Roles are set when you add someone under Staff & Instructors and can be changed later by an administrator.
The three roles
| Role | Intended for |
|---|---|
| Admin | Owners and managers. Full access, including billing, company settings and the team page. |
| Staff | Office staff who run classes and registrations. Same day-to-day access as an admin, minus company settings, export mapping and team management. |
| Instructor | People who only teach. They see their own classes and students and can mark attendance. |
The Instructor flag
Admins and staff can also be flagged as instructors ("Can be assigned to teach classes"). The flag does two things:
- Makes them selectable in the Instructors checkboxes when creating or editing a class.
- Adds an Instructor Portal link to their sidebar, with "My Schedule", "My Classes" and "Calendar Sync". See Instructor portal.
Someone whose role is Instructor always has the flag.
What each role can access
| Area | Admin | Staff | Instructor |
|---|---|---|---|
| Dashboard | Full | Full | Instructor version (their classes only) |
| Classes list, calendar, class page, sign-in sheet | Yes | Yes | Only classes they are assigned to |
| Create, edit, duplicate, delete, reschedule or cancel a class | Yes | Yes | No |
| Roster: add students, payments, refunds, transfers, resend emails | Yes | Yes | No |
| Roster: confirm, mark complete, mark no show, evaluation, exports, follow-up email | Yes | Yes | Yes |
| Students list and profiles | Yes | Yes | Read-only, only students from their classes |
| Certifications, Courses, Locations, Clients, Promo Codes, Add-Ons, Questions, Agreements, Keycode Banks, Reports | Yes | Yes | No |
| Staff & Instructors page | Yes | View only | No |
| Invite, edit role, remove team members | Yes | No | No |
| Settings → General: company details, timezone, export columns | Yes | No (sees only their own account and password cards) | No |
| Settings → Domains, Branding, Student Portal, Payments, Email Templates, Notifications, Embed | Yes | Yes | No |
| Settings → Integrations (calendar sync) | Yes | Yes | Yes |
| Billing page | Yes | Can open it | No |
| Instructor Portal | If flagged | If flagged | Yes |
| Help & Docs | Yes | Yes | Yes |
Note
Staff and admins are treated the same on most pages. If you need someone to run classes without touching billing or the team, Staff is the right role.
What instructors see
Instructors get a shorter sidebar: Dashboard, then Teaching (My Schedule, My Classes, Calendar Sync), Training (All Classes, Calendar, Students) and Account (Settings, Help & Docs).
- The Classes list, Calendar and Students list are filtered to their assigned classes.
- Opening a class they are not assigned to shows "You are not assigned to this class."
- Pages they cannot use redirect them to the dashboard.
- From a roster they can confirm a registration, mark it complete (which issues the certificate), mark a no show, set the evaluation, export the roster and send the follow-up email. They cannot take payments, refund, transfer or cancel.
Admin-only safeguards
- The last administrator cannot be demoted or removed. Promote someone else first.
- You cannot remove yourself from the team.
Related
- Staff & Instructors for inviting people and changing roles.
- Instructor portal for the instructor experience in detail.