EduTrack · Access Reference

Roles, Work Types & Permissions

A plain-language map of who can do what across the platform — every user role, the eleven work types, and the exact actions each role can take on schedules, the studio workflow, and tasks.

11 user roles 11 work types 4 permission modules Reflects the live system · Jul 2026
FullFull — allowed for everyone in the role ScopedScoped — only within their assignment RequestRequest — can only ask; a manager finalises None — not available
01 — People

User roles

Every account has exactly one role. Studio accounts additionally carry an access type — Studio Manager (full) or Editor (restricted) — set by an admin in Settings.

Admin
admin

Full control everywhere — the only role with no scope limits. Oversees every module including studio and tasks.

Course Manager
coordinator

Runs the courses assigned to them: creates, edits, publishes, cancels and approves schedules within those courses.

Faculty
faculty

Sees their own published sessions and requests “Done / Delayed Done”. Cannot create or edit schedules.

HOD
hod

Head of Department. Manages schedules for the faculty they head — edit, publish, cancel, approve — but cannot create (removed by policy).

Campus Coordinator
campus_coordinator

Read + status support within their campus. Requests completion and records actual time; does not create or edit.

Marketing Coordinator
marketing_coordinator

Owns Promotional Videos only — creates, edits, cancels and adds UTM links to promo sessions. No other work type.

Studio Manager
studio · manager

Runs the studio: assigns studios, books, cancels with reasons, resolves booking conflicts, records output.

Studio Editor
studio · editor

Restricted studio access — view-only, plus Output Entry and request-only “Unutilised Slot” cancellations. No assign, no direct cancel, no conflict actions.

Academic Manager
academic_manager

Runs the SME Task module — creates and assigns tasks, and oversees status. Sees only tasks they created.

SME
sme

Subject Matter Expert. Works the task splits assigned to them and submits a drive link on completion.

Data Entry
data_entry

Handles the data-entry stage of a task once an SME has completed their split.

02 — Navigation

Module access

Which areas of the product each role can open. Studio Managers and Editors share the same navigation — the difference is what they can do inside (see §07).

Module AdminCourse MgrFacultyHODCampus CoordMktg CoordStudioAcad MgrSMEData Entry
Home
Schedules
Faculty directory
Reports
Analytics
Syllabus Progress
Academic Planning
Studio moduleby link
SME Task Management
Faculty self-serviceAvailability · Roadmap · Activity
Settings

Read: ● = the module appears in that role’s navigation. Syllabus Progress is shown only for courses configured to track it. Admin reaches the Studio module directly by URL (no sidebar entry).

03 — What gets scheduled

Work types

A schedule is always one of these eleven work types. The type decides which fields are required, whether it needs a studio booking, and whether it counts toward efficiency.

Work typeNeeds a studio?Counts to efficiency?Created byWhat’s distinctive
Live ClassesYescan switch to remote / ZoomYesAdmin · Course Mgr · Studio MgrLive broadcast. Type of Live (optional): YouTube Public, YouTube Unlisted, or Zoom — a Platform choice (Zoom 300 / Zoom 1000) appears only when Zoom is picked. Also carries an optional Zoom link. Can be converted to Fake Live; supports UTM links and multiple courses.
RecordingYesYesAdmin · Course Mgr · Studio MgrStudio recording; can also run remotely. Multi-course.
Fake LiveYesdual-studio capableYesStudio Mgrusually by converting a Live classBehaves like a Recording aired as “live”. Created when the Studio Manager converts a Live class, then the Course Manager reschedules it.
Demo ClassYesNoStudio Mgr onlyFor a job applicant (no faculty account) — uses a free-text applicant name instead of a faculty member.
Promotional VideosYesYesAdmin · Course Mgr · Mktg CoordThe Marketing Coordinator’s only work type. Carries a UTM link.
Offline ClassesNocampus + batchYesAdmin · Course MgrThe only type with structured syllabus / chapter progress tracking.
Doubt clearance+ student interactionNocampus + batchYesAdmin · Course MgrStudent-facing interaction session tied to a campus and batch.
Study Materials / Questions PrepNoNoAdmin · Course MgrThe only type offering the “No specific time” option — on by default, it logs workload as a required “time required” duration instead of a clock slot; turn it off to use a normal start/end time.
Meetings (Online)NoNoAdmin · Course MgrOnline meeting with a Zoom link. Completion auto-approves — no Course-Manager sign-off.
Meetings (Offline)NocampusNoAdmin · Course MgrIn-person meeting. Completion auto-approves.
Miscellaneous tasksNoNoAdmin · Course MgrCatch-all; every field optional and no course required.

Efficiency note: for types that count, a cancellation for Technical Issue carries no penalty (removed from the calculation), while Faculty Issue or Unutilised Slot counts as zero output and lowers the efficiency percentage.

04 — Authoring

Who can create which work type

Only five roles can create a schedule at all. Faculty, HOD, Campus Coordinator and the task roles never create schedules.

RoleCan create?Work types they may create
AdminFullAll types except Demo Class
Course ManagerScopedAll types except Demo Class, within their managed courses
Marketing CoordinatorScopedPromotional Videos only
Studio ManagerFullLive Classes · Recording · Fake Live · Demo Class these publish immediately on create
Studio EditorNone
HODNone create was intentionally removed
FacultyNone
Campus CoordinatorNone
Academic Mgr · SME · Data EntryNone task module only
05 — The core matrix

Schedule actions by role

What each role can do to a schedule. “Scoped” means only within the role’s assignment — a Course Manager’s courses, an HOD’s faculty, a Campus Coordinator’s campus, or the Marketing Coordinator’s promo sessions.

Action AdminCourse MgrFacultyHODCampus CoordMktg CoordStudio MgrStudio Editor
Create Full Scopedmanaged course Scopedpromo only Full
Edit date / time / details Full Scopedmanaged or own Scopedtheir faculty Scopedpromo only Full
Delete moves to Trash Full Scopedonly ones they created Scopedonly ones they created Scopedpromo only
Duplicate Full Scoped Scopedpromo only Full
Publish / Unpublish Full Full Scopedtheir faculty Scopedpromo only published on create
Cancel Full Scopedmanaged course Scopedtheir faculty Scopedpromo only Fullreleases the studio slot RequestUnutilised Slot only
Mark Done / Delayed Done Full Scopedmanaged course Requestown sessions Scopedtheir faculty Requestown campus Scopedpromo only
Assign / change studio Full Scopedmanaged course Full
Approve / reject requests Full Scopedmanaged course Scopedtheir faculty
Enter actual time / output Full Scopedmanaged course Scopedown, after Done* Scopedtheir faculty Scopedown campus Scopedpromo only Full FullOutput Entry

What each role can see

  • AdminEvery schedule, in every state.
  • Course ManagerAll sessions in the courses they manage, anything they created, and their own faculty’s published sessions.
  • FacultyOnly their own published sessions (drafts are hidden).
  • HODSessions for the faculty they head — including drafts.
  • Campus CoordinatorEvery session in their campus.
  • Marketing CoordinatorAnything they created, plus the full history of promotional videos.
  • Studio / EditorPublished sessions plus anything they created (drafts hidden). Editors see the same, view-only.
  • Task rolesNo schedule visibility at all.

Two useful nuances. Publishing is not course-scoped for Course Managers (any CM can publish any session), but marking Done and cancelling are limited to their courses — this is deliberate. *Faculty can technically record output on their own completed sessions, but the button was removed from their screen in a 2026 update.

06 — States

Schedule lifecycle

A session moves through a small set of statuses. The badge you see (“Task Status”) is a single label the system derives from three independent things.

Publish published_at

A session starts as a Draft (hidden from faculty & studio) or is published on create. Course Managers and Admins toggle Draft ↔ Scheduled.

Approval approval_status

Normally “scheduled”. Cancelled is effectively final — the session can’t be edited or given output, and cancelling always records a reason. Cancelling a studio session also frees its studio slot.

Completion faculty_status

Faculty (or Campus Coordinator) request Done / Delayed Done; a manager approves — or a manager sets it directly. On the day (until 10 AM next day) only “Done” is offered; after that, “Delayed Done”.

Meetings are the exception: Online and Offline Meetings complete without Course-Manager approval — the faculty’s mark finalises them.

07 — Production

Studio workflow

Studio accounts come in two tiers. A Studio Manager has full control; an Editor is restricted to viewing, recording output, and requesting unutilised-slot cancellations. Admin acts as a full Studio Manager.

Studio actionStudio ManagerEditorAdmin
See the Timeline hover popupfull booking detailsFullFullFull
Assign / reassign a studioFullFull
Cancel directly (any of 3 reasons)FullFull
Choose “cancel task” vs “release slot only”FullFull
Request an Unutilised-Slot cancellationFullRequesttheir only cancel pathFull
Approve / reject cancellation requestsFullFull
Fix / Dismiss booking conflictsFullview-onlyFull
Review / assign booking requestsFullFull
Record output (Output Entry)FullFullFull

Same popup, tier-aware cancel. Both tiers now see the identical Timeline hover popup with the full booking details (work type, subject, faculty, course/batch, date, time, studio, chapter/task, status, approval, notes, history). Only the Cancel schedule action inside differs — a Studio Manager cancels directly with any of the three reasons, while an Editor may submit an Unutilised-Slot request only.

Two hand-off loops

  • Fake LiveThe Studio Manager converts a Live class to Fake Live → the responsible Course Manager sets a new date/time → it returns to the Studio Manager for a fresh studio slot.
  • Slot releaseWhen a Studio Manager releases only the slot (Faculty / Technical issue), a “reschedule” card goes to the session’s Course Manager (and Admin) → they set a new time → it re-enters the studio queue.
08 — SME Task Management

Tasks module

A separate workflow run by the Academic Manager. A task is split among SMEs; once an SME finishes a split (with a drive link), the data-entry stage opens up. There is no separate approver — completion simply notifies whoever created or assigned it.

Task statuses

Assigned In progress Completed Delayedpast the deadline

The same three-step flow applies to both the SME split and the later Data Entry stage. Missing the 11:59 PM (IST) deadline moves the item to its “delayed” state automatically. A cancelled task freezes all further changes.

Who can do what

Task actionAdminAcademic MgrSMEData Entry
Create a taskFullScopedtheir own
Edit a taskFullScopedtheir own
Reassign a splitFullScopedtheir own
Assign / reassign Data EntryFullScopedtheir own
Cancel a taskFullScopedtheir own
Work an SME split + submit drive linkFullFullas overseerScopedtheir split
Work a Data Entry assignmentFullFullas overseerScopedtheir assignment
Override any statusFullFull
See tasksAllOwn createdOwn splitsOwn assignments

Active accounts only: Academic Managers, SMEs and Data-Entry users must be marked active to make any change — an inactive account is read-only even within its own scope.