Admin
Admin maintains organization setup, staff records and access configuration.
Can
- Manage Organizations, instructors staff, Users
- View Clients, cohort engagements, operation receipts
- PSA for Training and Education Services
- Roles and permissions
Who can do what in PSA for Training and Education Services
Give each owner the cohort records and decisions needed for their work.
How permissions work
Name the decision owner
Account Owner handles the sponsor relationship, Program Manager owns the engagement, Delivery Reviewer handles session approvals and Billing Coordinator handles milestones and tuition billing.
Review the record boundary
Check access on the source item, its related cohort and the operation receipt. A list filter alone is not an access rule.
Rehearse with separate accounts
Submit a session as Instructor and review it as Delivery Reviewer. Use a billing account for invoice and payment work.
Who can do what
| Role | Clients and organizations | Cohort engagements | Instructors and resourcing | Session delivery | Instructor time and expenses | Certificates and milestones | Tuition billing | Review and evidence |
|---|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | — | View | View | View |
| Account Owner | Edit | View | — | — | — | View | View | — |
| Program Manager | View | Edit | — | View | View | View | — | Edit |
| Instructor | — | View | View | Edit | Edit | — | — | — |
| Delivery Reviewer | — | View | — | View | — | View | View | View |
| Billing Coordinator | — | View | — | View | — | Edit | Edit | View |
Each role in detail
Account Owner
Account Owner maintains sponsoring client accounts and starts the commercial handoff.
Can
- Manage Clients
- View cohort engagements, certificates milestones, tuition billing
Starts on: Tuition Overdue Or Disputed
Program Manager
Program Manager owns cohort scope, delivery dates and budget review.
Can
- Manage cohort engagements, record attachments
- View Clients, delivered sessions, instructor time entries, delivery expenses, certificates milestones
Starts on: Certificate Billing Exceptions
Instructor
Instructor records teaching delivery and related time and expenses.
Can
- Manage delivered sessions, instructor time entries, delivery expenses
- View cohort engagements, instructors staff
Starts on: Cohort Schedule
Delivery Reviewer
Delivery Reviewer examines session outcomes and follows up on failed checks.
Can
- View delivered sessions, review decisions, cohort engagements, operation receipts
Starts on: Approved Sessions Not Invoiced
Billing Coordinator
Billing Coordinator maintains certificate milestones and tuition billing records.
Can
- Manage certificates milestones, tuition billing
- View cohort engagements, delivered sessions, operation receipts
Starts on: Certificate Billing Exceptions
Set up PSA for Training and Education Services your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.