Use this guide to set up your staff accounts and ensure they have all the tools and access they need. Learn about creating User Types here.
|
Feature |
Sub-Feature |
Use |
Where |
Recommended User |
| Account Info |
Documents General Info Payment Info Service |
Enter the org address for the Contact Us page on your public site, and main contacts for admin and finance. Access the Billing Info page to see ASAP subscription details, service fees and payments |
https://admin.asapconnected.com/useraccess | Administrator. |
| Attendance | Take attendance in Classes | https://admin.asapconnected.com/attendance | Administrator. Instructor. | |
| Hourly Attendance | Take attendance in Private Lessons when linked with Features > Private Lessons > PL Billing Type = Per-Lesson | Private Lessons Enrollments Details > … Take Attendance | Administrator. Instructor. | |
| Class Management | Manage Classes | https://admin.asapconnected.com/classes | Administrator. Instructor. | |
| Create/Edit | Create and edit classes | Administrator. Instructor. | ||
| Credit Programs | Set up programs of classes and required credits for each | https://admin.asapconnected.com/credit-programs | Administrator. Instructor. | |
| Grades and Credits > Edit grades and credits | Show and edit Class grade (e.g. A+, C- etc.) and Credit awarded to that Class. | Class Details > Grades And Credits tab | Administrator. Instructor. | |
| Roll Classes | Copy classes in bulk from one time period to another | https://admin.asapconnected.com/classes/roll | Administrator | |
| Waitlist | Manage class waitlist | Class Details > Enrollment Status | Administrator. Instructor. | |
| Class Media | Upload docs, videos and images | Class Details > … View Class Media | Administrator. Instructor. | |
| Communication | Send emails | https://admin.asapconnected.com/comunications-center | Administrator | |
| Send SMS | https://admin.asapconnected.com/comunications-center | Administrator | ||
| Core Financials | Access system-wide financial tools | Administrator | ||
| Edit Invoice Amounts | Change the amount on the invoice, edit Payment Plan | Edit the Payment Plan, line item, discounts and other fees | We recommend this option be assigned to lead finance officers only | |
| Make Payments | Accept Payments on the invoice | Invoice Details | Administrator | |
| Merge Invoice | Merge invoices into one | Invoice Details > … Merge Invoice | Administrator | |
| Process Refunds | Apply refunds to an invoice | Invoice Details > … Process Refund | Administrator | |
| Use Account Credit | Apply credit to an invoice | Invoice Details > … Apply Credit/Give Credit | Administrator | |
| View Financial Reports | See Reports in the Finances section | https://admin.asapconnected.com/reports | Administrator | |
| View Invoice Data | See a student's invoices | Administrator | ||
| Courses | See the Courses module | https://admin.asapconnected.com/courses | Administrator. Instructor. | |
| Course Create/Edit | Create and edit courses | https://admin.asapconnected.com/courses/create | Administrator. Instructor. | |
| Customer Information | See Account information | https://admin.asapconnected.com/students | Administrator | |
| Account Information | See Student Details | Student Details | Administrator. Instructor. | |
| Student Merge | Merge student records | Students > … Merge students | Administrator | |
| Students | ||||
| Delete Test Scores | Remove test scores | Student Details > Education Records > Test Scores | Administrator. Instructor. | |
| Education Records | View and manage education records | Student Details > Education Records | Administrator. Instructor. | |
| Students Create/Edit | Create and edit student accounts | Students > + | Administrator | |
| View login | See Login/username | Student Details > … Login Info | Administrator | |
| View SSN | See the student's Entered SSN | Student Details > Details > Personal Information | Administrator | |
| Enrollments | https://admin.asapconnected.com/enrollments | Administrator. Instructor. | ||
| Access to CASAS TopsPro | Utilize CASAS Tools | Class Details > Details > CASAS | Administrator - CA Adult School only | |
| Create New Enrollments | Enroll students in classes | Enrollments > + | Administrator | |
| Drop | Drop students from classes | Class Details > student … Drop | Administrator | |
| Enroll from Waitlist | Enroll a student from a waitlist | Class Details > Wailtlisted > student … Enroll from Waitlist | Administrator | |
| Override Capacity | Enroll a student when the class is Full | Enrollments > + | Administrator | |
| Set to Enrolled | Change a student's ASAP status to Enrolled | Class Details > student … Edit | Administrator | |
| Transfer | Transfer a student from one class to another | Class Details > student … Transfer | Administrator | |
| Events | Create, manage and edit Events | https://admin.asapconnected.com/events | Administrator | |
| Forms | Create, manage and edit Forms | https://admin.asapconnected.com/forms | Administrator | |
| Fundraising | Create, manage and edit Fundraising campaigns | https://admin.asapconnected.com/fundraising | Administrator | |
| Memberships | Create, manage and edit Memberships | https://admin.asapconnected.com/memberships | Administrator | |
| Online Registration | Manage the Public site tools | https://admin.asapconnected.com/setup-registration-site | Administrator | |
| Payroll | Manage tools related to payroll | Staff Details > Details > Employee Information > Pay Rates | Administrator | |
| Add Raw Hours | Add hours not related to a teaching event to a staff account to be included in payroll information | Staff Details > Details > Employee Information > Raw Hours | Administrator | |
| Add Sick Hours | Add sick hours to a staff account to be included in payroll information | Staff Details > Details > Employee Information > Sick Hours | Administrator | |
| Edit Sick Hours | Edit sick hours to a staff account to be included in payroll information | Staff Details > Details > Employee Information > Sick Hours | Administrator | |
| Private Lessons | Create and manage Private Lessons | https://admin.asapconnected.com/privatelessons/lessons | Administrator | |
| Add Private Lessons | Create new lessons (subjects/instruments) to be taught | Private Lessons Lessons > + | Administrator | |
| Cancel Private Lesson Enrollments | Cancel all future and unscheduled lessons | Private Lessons Enrollments > Details > lessons … Cancel Enrollment | Administrator | |
| Edit Private Lessons | Access tools to reschedule and cancel lessons | Private Lessons Enrollments > Details > lessons … | Administrator | |
| Enroll in Private Lessons | Enroll a student in a Private Lesson | Private Lessons Enrollments > … Enroll Student | Administrator. Instructor. | |
| Products | Create, manage and edit Products | https://admin.asapconnected.com/products | Administrator | |
| Staff | See Staff accounts | https://admin.asapconnected.com/staff | Administrator. Instructor. | |
| Access to Instructor Availability | Enter personal Availability | Staff Detail > … Availability | Administrator. Instructor. | |
| Create/Edit Calendar Bookings | Create ad hoc bookings within the calendar | https://admin.asapconnected.com/calendar | Administrator | |
| Staff Create/Edit | Create and edit staff accounts | Staff > + | Administrator | |
| Staff Merge | Merge staff accounts into one | Staff Detail > … Merge staff | Administrator | |
| View Other Staff | See records for other staff | https://admin.asapconnected.com/staff | Administrator | |
| Surveys | Create, manage and edit Surveys | https://admin.asapconnected.com/surveys | Administrator | |
| View Reports | View and use the reports | https://admin.asapconnected.com/reports | Administrator | |