Everyone sees exactly what their work needs
Eight roles out of the box, each with its own menu, data scope and permissions. Counsellors work their own leads; branch managers run their branch; finance handles money; the owner sees everything. Adjust the matrix per institute in Settings.
Institute Owner
Full control: revenue, branches, team, billing and every module.
- Revenue, admissions and branch comparison on one screen
- Every module, every branch, billing and plan
- Approves fee plans and sees refunds
- Sets roles and permissions for the whole institute
Menu they see
Branch Manager
Runs one branch: leads, counsellors, admissions and payments for that branch.
- Leads, counsellors and SLA for their branch only
- Reassigns leads within the branch with a reason
- Reviews applications and makes offers for the branch
- Branch-level dashboards and team tasks
Menu they see
Admissions Manager
Owns the admissions funnel, assignment, SLAs and application review.
- The full funnel across all branches
- Assignment rules, round robin and SLA targets
- Application review, offers and enrolment
- Builds and publishes automation workflows
Menu they see
Counsellor
Calls, WhatsApp, counselling, demos and applications for own leads.
- Today’s tasks, overdue follow-ups and hot leads
- Calls, WhatsApp, email and notes on own leads
- Books counselling and demo classes
- Prepares applications and shares payment links
Menu they see
Marketing Manager
Campaigns, sources, attribution, cost per admission and templates.
- Campaigns, sources and attribution models
- Cost per lead, qualified lead and admission
- Message templates and lead-ad integrations
- Aggregate lead data — not individual chats
Menu they see
Finance Executive
Payment links, verification, receipts, refunds and reconciliation.
- Payment links, verified payments and receipts
- Offline payments with references
- Refunds and the reconciliation queue
- Reads applications to match fees
Menu they see
Faculty / Demo Coordinator
Demo classes, attendance and post-demo feedback.
- Own demo class sessions only
- Attendance and post-demo feedback
- Course and batch details
- No access to student contact lists
Menu they see
System Administrator
Users, roles, integrations, automation and security settings.
- Users, invitations and permission matrix
- Integrations, webhooks and API keys
- Automation, data retention and audit log
- Configuration without lead contact data
Menu they see
Twenty-one permissions, eight roles
Enforced on the server for every request. Owners and administrators can change it per institute.
| Permission | Owner | Branch Mgr | Admissions Mgr | Counsellor | Marketing Mgr | Finance | Faculty | Sys. Admin |
|---|---|---|---|---|---|---|---|---|
| Leads — view | F | S | F | S | V | V | – | – |
| Leads — create / edit | F | S | F | S | – | – | – | – |
| Leads — export | F | S | F | – | V | – | – | – |
| Leads — assign / reassign | F | S | F | – | – | – | – | – |
| Pipeline configuration | F | – | F | – | – | – | – | F |
| Tasks & follow-ups | F | S | F | S | – | – | S | – |
| Communication (send) | F | S | F | S | – | – | – | – |
| Message templates | F | – | F | V | F | – | – | F |
| Automation workflows | F | V | F | V | V | – | – | F |
| Courses & batches | F | S | V | V | V | V | V | F |
| Counselling & demos | F | S | F | S | – | – | S | – |
| Applications — review | F | S | F | V | – | V | – | – |
| Payments — view | F | S | V | S | – | F | – | – |
| Payments — refunds & reconciliation | F | – | – | – | – | F | – | – |
| Marketing & attribution | F | V | V | – | F | V | – | – |
| Analytics dashboards | F | S | F | S | F | F | – | V |
| Integrations | F | – | V | – | S | S | – | F |
| Users, roles & permissions | F | S | – | – | – | – | – | F |
| Audit logs | F | S | V | – | – | – | – | F |
| Data retention & deletion | F | – | – | – | – | – | – | F |
| Plan & billing | F | – | – | – | – | V | – | V |
F FullS Scoped to own leads or branchV View only– No access
Try MizEdu as any role
The live demo is a fully loaded institute. Pick a role and click through the screens that person would use every day.