Staff and settings: managing who can do what

Modified on Sun, Oct 11 at 2:53 PM

Settings hold your school's details and control what each staff member can see and do.

What you do here

  1. Keep your school's name, address, contact details, and logo current; they appear on receipts and member-facing pages.
  2. Add a staff login for each instructor or front-desk person, so nobody shares a password.
  3. Give each staff member a role. An instructor might only take attendance; a manager might see payments and reports; the owner sees everything.
  4. Set which notifications you and your staff receive, like failed payments or new signups.
  5. Remove a staff member's access the day they leave.

Good habits

One login per person, the least access they need, and review the staff list every few months.

Need help?
Email support@keppan.com, call (888) 998-9856 and press 2, or start a chat from this help center. Monday to Friday, 9am to 5pm ET.

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