Features

Team roles: decide what each person on your team can see and do

Give each team member a role. The role decides what they can see and change in EduCRM.

What it is

In short

When several people use EduCRM, each one gets a role. The owner controls everything, admins see every student, counsellors see only their own students, and viewers can look but not change anything. Your data stays in your own account, and no other company can see it.

How it works

Step 01
Invite a colleague by email
On Premium, each team member costs €49.99.

Step 02
Choose their role
New members start as counsellors. You can change the role at any time, so someone promoted does not need a new account.

Step 03
Give each student a counsellor
Every student has one counsellor responsible, and that counsellor's dashboard shows their students.

What you can do with it

Let a receptionist or bookkeeper look without changing anything.
Keep each counsellor focused on their own students.
Let a manager see everyone's work.
Hand a student to a colleague when someone is away.

The four roles

What each role is for
Role	For	Can see and do
Owner	The person who owns the account	Everything, including billing. Cannot be removed by anyone else.
Admin	A manager or senior counsellor	Everything, across every counsellor's students.
Counsellor	Day-to-day advisers	Their own students, plus the shared boards.
Viewer	A receptionist, bookkeeper or observer	Look only. No changes.

What each role is for

Shared settings

The student stages, meeting types, application stages and payment methods are set once for the whole account, so everyone sees the same columns. Only the owner or an admin changes them.

Privacy and a record of actions

Each account is separate. One consultancy cannot see another's students.
A permanent log of key actions, such as consents given, emails sent and access removed. Nobody can edit it.
Data kept in the EU, in Google Cloud's europe-west1 region, sent over encrypted connections (TLS 1.2 or higher).

The full picture, including which companies process data for us, is on the security page.

Covering for a colleague

The real test is whether someone else can take over a counsellor's students at a day's notice. Because meetings have notes and next steps, applications have stages and deadlines, and documents sit in fixed folders, a colleague can open a student and know where things stand. Bringing a new team into that way of working is covered in education agency CRM.

Start with one counsellor

Start free for up to 10 students, work with real students, then add the team on Premium.

Get started free Education agency CRM