Institute User Roles

Institute User Roles

Introduction

Collexo allows you to manage your institute’s platform access efficiently by assigning roles to users based on their responsibilities. These roles help you control who can view or perform specific actions within the platform.

To support diverse operational needs, Collexo categorizes roles into two types: 
  1. Default Roles: These are the roles that come with pre-set permission access 
  2. Custom Roles: These are the roles that are user-defined i.e. you can create and adjust them based on your specific requirements.

Default User Roles

Collexo offers various default institute user roles tailored to specific user responsibilities. Below is a brief overview of the available roles :
  1. Admin: Suitable for users who are responsible for complete platform control and configuration.
  2. Manager: Suitable for users who oversee team activities and monitor cross-functional operations.
  3. Finance: Suitable for users who manage financial operations.
  4. Counsellor (Default): Suitable for users who handle admissions-related tasks with additional access controls.
  5. Accounts Head (Default): Suitable for users who supervise financial processes and high-level fee configurations.
  6. Account Manager (Default): Suitable for users who maintain and manage student applicant data.
In addition to default roles, you also have the option to set up custom roles. To create custom roles, you can refer to the following link.


Conclusion

By leveraging both default and custom roles, Collexo ensures that every team member has the right level of access and control. This structured approach enhances security, simplifies operations, and aligns platform access with institutional responsibilities.

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