CRM Admin
Maintains organization, staff and access setup.
Can
- Manage Organizations, team members, Users
- View Accounts, Opportunities, tutoring sessions, review decisions, operation receipts
Starts on: Receipts Needing Review
- Schools/Tutoring CRM
- Roles and access
Who can do what in Schools/Tutoring CRM
Assign customer ownership, session preparation and independent review to the right people.
How permissions work
Customer ownership
Account Owner maintains the relationship, proposal and follow-up records assigned to them.
Independent decision
Session Reviewer checks submitted session work and records a decision against its current revision.
Operating evidence
Operations Coordinator reads the linked session, decision and receipt when a case needs reconciliation.
Organization scope
CRM Admin assigns staff and confirms who may reach each organization's records.
Who can do what
| Role | Accounts | Pipeline | Proposals | Activities | Tutoring Sessions | Review and Evidence |
|---|---|---|---|---|---|---|
| CRM Admin | Edit | View | View | Edit | View | Edit |
| Sales Lead | Edit | Edit | Edit | View | View | View |
| Account Owner | Edit | Edit | Edit | Edit | View | View |
| Tutor | View | View | — | — | Edit | View |
| Session Reviewer | — | View | View | — | Approve | Edit |
| Operations Coordinator | — | Edit | Edit | View | Edit | Edit |
Each role in detail
Sales Lead
Reviews the pipeline and opportunity outcomes.
Can
- Manage Accounts, Contacts, Opportunities
- View opportunity lines, relationship activities, tutoring sessions, operation receipts
Starts on: Closed Outcomes
Account Owner
Owns the school or family relationship and its active deals.
Can
- Manage Accounts, Contacts, Opportunities, opportunity lines, relationship activities
- View tutoring sessions, review decisions, operation receipts
Starts on: My Open Opportunities
Tutor
Records the tutoring work assigned to an opportunity.
Can
- Manage tutoring sessions
- View Accounts, Opportunities, record attachments
Starts on: My Session Drafts
Session Reviewer
Makes the independent decision on a submitted session.
Can
- Manage review decisions
- View tutoring sessions, Opportunities, record attachments, operation receipts
Reviews and approves
- Approve tutoring sessions
Starts on: Sessions Awaiting Review
Operations Coordinator
Checks the session evidence and follows up on exceptional receipts.
Can
- Manage operation receipts, record attachments
- View Opportunities, tutoring sessions, review decisions, relationship activities
Starts on: Sessions Awaiting Review
Set up Schools/Tutoring CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.