Add Team Members

Why Individual Accounts Matter

Shared logins are convenient until something goes wrong. Individual accounts give you:

• An audit trail showing who made each change
• The ability to limit what each person can see and do
• Clean offboarding when someone leaves, without changing a shared password
• Per-user notification and preference settings

There is no extra charge to add staff users on standard CCMS product plans; check your plan details or ask support if you are unsure.

Inviting a Team Member

The flow is similar across CCMS products:

• From your dashboard, open Settings and look for Users, Team, or Staff
• Choose to add or invite a new user and enter their name and email address
• Select a role for the new user (see the next section)
• The person receives an email invitation with a link to set their own password

Invitation links expire after a period for security. If a link has expired, simply resend the invitation from the same screen.

Roles and Permissions

Each CCMS product includes roles that control access. While exact names vary by product, the pattern is consistent:

• Owner or Admin: full access, including billing, settings, and user management
• Manager: day-to-day operations without account-level settings
• Staff: limited to their own work, such as a tutor seeing only their schedule in TUITIONsimple
• Read-only or reporting roles where available

Follow the principle of least privilege: give people the lowest role that lets them do their job, and promote them later if needed. You can change a user role at any time from the same Users screen.

Removing Access

When someone leaves your team, remove their access promptly:

• Open Settings and the Users or Team screen
• Deactivate or remove the user account
• Their historical activity, notes, and records remain in the system
• If the person was an Admin, review billing contacts and any saved integrations they set up

Deactivating is usually better than deleting, since it preserves history while blocking sign-in. If you cannot remove a user, or the departing person was the only Admin, contact support.

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