Admin manual

General
Introduction
Payments
Invoices and receipts
Customer communication
doggso and VAT-changes 1.9.
Site navigation and pages
Navigation bar
The page footer
Page footer (shortcuts)
Setting up the Homepage
Carousel images
Managing the carousel
Setting up the section boxes
Administration
Admin roles
Trainers
Resources
Resource reports
User communication
What, when, how?
Email templates
User management
Identity and email address
User account status
Managing staff
Assigning staff roles
"Staff members" and "resources"
Listing staff members
Staff member public profile
Resource reports
Bookings
Introduction to Bookings
Resources
Webshop
Giftcards
Codes
All about codes
Course catalog
Listing courses
Special tags
Enrollments
Enrollments list (admin)

Admin roles

Users
Administrator
Trainer
Manager
Staff member
Can list/see/create/modify all users‘ data
Can list/see/create/modify all users‘ data
Administrator
Trainer
Manager
Staff member
Codes
Administrator
Trainer
Manager
Staff member
Can add list/see/create/modify codes
Can add list/see/create/modify codes
Administrator
Trainer
Manager
Staff member
Payments
Administrator
Trainer
Manager
Staff member
Can record payments
Can record payments
1) only if extended rights, only to own course and full sum
2) only for bookings and full sum
3) only to own service bookings and full sum
Administrator
Trainer
√ 1
Manager
√ 2
Staff member
√ 3
Can cancel payments
Can cancel payments
Administrator
Trainer
Manager
Staff member
Can import bank statements
Can import bank statements
Administrator
Trainer
Manager
Staff member
Receive mail report for a bank statement import
Receive mail report for a bank statement import
1) only the admin email configured in the school configuration
Administrator
√ 1
Trainer
Manager
Staff member
Can record payouts from saldo to the user and viceversa
Can record payouts from saldo to the user and viceversa
Administrator
Trainer
Manager
Staff member
Files
Administrator
Trainer
Manager
Staff member
Can upload/delete images and files to the system
Can upload/delete images and files to the system
Administrator
Trainer
Manager
Staff member
Forms
Administrator
Trainer
Manager
Staff member
Can create/modify/delete forms
Can create/modify/delete forms
Administrator
Trainer
Manager
Staff member
Can see all form responses
Can see all form responses
Administrator
Trainer
Manager
Staff member
Reports
Administrator
Trainer
Manager
Staff member
Can see school reports and statistics
Can see school reports and statistics
Administrator
Trainer
Manager
Staff member
Communication
Administrator
Trainer
Manager
Staff member
Gets notified by email when a form response is received
Gets notified by email when a form response is received
1) only if extended rights and only for own courses
2) only bookings to own services
3) only if configured in the school settings
Administrator
Trainer
√ 1√ 3
Manager
Staff member
√ 2√ 3
Can use mailing lists
Can use mailing lists
Administrator
Trainer
Manager
Staff member
Bio page automatically lists the courses as trainer
Bio page automatically lists the courses as trainer
Administrator
Trainer
Manager
Staff member
Bio page automatically lists the services offered
Bio page automatically lists the services offered
Administrator
Trainer
Manager
Staff member
Courses & enrollments
Administrator
Trainer
Manager
Staff member
Can add/delete/modify courses and course categories
Can add/delete/modify courses and course categories
Administrator
Trainer
Manager
Staff member
Can list/add/delete/modify course categories pages
Can list/add/delete/modify course categories pages
Administrator
Trainer
Manager
Staff member
Can enroll existing users to a course / cancel enrollment
Can enroll existing users to a course / cancel enrollment
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can send message to course participants
Can send message to course participants
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can mark a enrollment as paid
Can mark a enrollment as paid
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can list courses
Can list courses
1) only if extended rights and only own courses
Administrator
Trainer
√ 1
Manager
Staff member
Can give discounts (as a sum) to an enrollment
Can give discounts (as a sum) to an enrollment
Administrator
Trainer
Manager
Staff member
Can see course participants
Can see course participants
1) only participant name, dog name, breed, age
2) with extended rights also participant phone, email
Administrator
Trainer
√ 1√ 2
Manager
Staff member
Can see enrollment details, invoice, payment status
Can see enrollment details, invoice, payment status
Administrator
Trainer
Manager
Staff member
Can be assigned as a trainer to a course
Can be assigned as a trainer to a course
Administrator
Trainer
Manager
Staff member
Can see reserved resources for a course
Can see reserved resources for a course
Administrator
Trainer
Manager
Staff member
Can see course materials
Can see course materials
Administrator
Trainer
Manager
Staff member
Get emails notification of a new enrollment or cancellation
Get emails notification of a new enrollment or cancellation
Administrator
Trainer
Manager
Staff member
Can use discount codes for trainings
Can use discount codes for trainings
Administrator
Trainer
Manager
Staff member
Can give discounts and write penalties
Can give discounts and write penalties
Administrator
Trainer
Manager
Staff member
Bookings & resources
Administrator
Trainer
Manager
Staff member
Can create/modify/delete resources
Can create/modify/delete resources
Administrator
Trainer
Manager
Staff member
Can create/modify/delete services
Can create/modify/delete services
Administrator
Trainer
Manager
Staff member
Can create/modify/delete schedules
Can create/modify/delete schedules
1) only for own associated resource
Administrator
Trainer
Manager
Staff member
√ 1
Can create bookings on behalf of an user
Can create bookings on behalf of an user
Administrator
Trainer
Manager
Staff member
Can cancel bookings
Can cancel bookings
1) only for own services
Administrator
Trainer
Manager
Staff member
√ 1
Can modify date/time/resource for a non-service booking
Can modify date/time/resource for a non-service booking
Administrator
Trainer
Manager
Staff member
Can modify date/time/resource for a service booking
Can modify date/time/resource for a service booking
Administrator
Trainer
Manager
Staff member
Can use discount codes for bookings
Can use discount codes for bookings
1) only if the service is not own service
Administrator
Trainer
Manager
Staff member
√ 1
Can set booking price and give discounts
Can set booking price and give discounts
1) only for own services
Administrator
Trainer
Manager
Staff member
√ 1
Gets notified by email when a booking is created/cancelled
Gets notified by email when a booking is created/cancelled
1) by default the admin gets the notification, unless another email address is configured in the resource settings. That can be also the email address of the worker
Administrator
√ 1
Trainer
Manager
Staff member
√ 1
Webshop
Administrator
Trainer
Manager
Staff member
Can add/delete/update products and categories
Can add/delete/update products and categories
Administrator
Trainer
Manager
Staff member
Can add/modify/update/cancel orders
Can add/modify/update/cancel orders
Administrator
Trainer
Manager
Staff member


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doggso is provided by aimget Oy, a startup from Helsinki, set to change the world one tool at a time. We are designing technology and aid tools for often overlooked communities. What drives us is bringing human value via technology where it is needed the most.

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