User Roles and Office Permissions
This article explains how user access is controlled in Enroly, through a combination of roles and office assignments. Understanding these will help you manage what your team members can see and do.
Access settings apply consistently across both the Admissions process (Apply) and the CAS process (CAS Shield), so a user's role and office restrictions follow them wherever they work in the platform.
User roles
A user's role defines what they can and cannot do. There are four roles:
- Administrator full access, including the configuration section.
- CAS Team full day-to-day admissions access, without configuration.
- Visa Advice the same day-to-day admissions access as the CAS Team role.
- View Only read-only access to view applicants, requirements, documents and tags, without the ability to take actions or make changes.
Only the Administrator role has access to the configuration section.
What each role can do
The table below shows the main permissions across the Applicant File and spreadsheet views.
|
Permission |
Administrator |
CAS Team |
Visa Advice |
View Only |
|
Configuration access |
Yes |
No |
No |
No |
|
View spreadsheet rows and filters |
Yes |
Yes |
Yes |
Yes |
|
Primary actions (issue an offer, reject, etc.) |
Yes |
Yes |
Yes |
No |
|
"More actions" menu |
Yes |
Yes |
Yes |
No |
|
Offer a new programme |
Yes |
Yes |
Yes |
No |
|
Edit application task data |
Yes |
Yes |
Yes |
No |
|
Edit details (fee status, agent, etc.) |
Yes |
Yes |
Yes |
No |
|
Change programme details |
Yes |
Yes |
Yes |
No |
|
See requirements and their status |
Yes |
Yes |
Yes |
Yes |
|
View documents |
Yes |
Yes |
Yes |
Yes |
|
Upload a file |
Yes |
Yes |
Yes |
No |
|
Change a requirement's status |
Yes |
Yes |
Yes |
No |
|
Edit condition text |
Yes |
Yes |
Yes |
No |
|
Edit offer opening and closing text |
Yes |
Yes |
Yes |
No |
|
View activity log |
Yes |
Yes |
Yes |
No |
|
View offer letter |
Yes |
Yes |
Yes |
No |
|
Add or remove a tag |
Yes |
Yes |
Yes |
Yes |
In short: Administrator, CAS Team and Visa Advice can all take the full range of admissions actions, with only Administrator additionally holding configuration access. View Only can see applicants, requirements, documents and tags, but cannot take actions or make changes.
Offices
In addition to roles, access can be restricted by office. Office restrictions apply equally across both Apply and CAS Shield.
For example, if a user is assigned to an office that only covers applicants domiciled in India, they'll see only those applicants in both Apply and CAS Shield.
This keeps visibility rules consistent across the platform, whichever workflow the user is in.
Why it works this way
- Consistency — role and office permissions apply across both the admissions and CAS processes.
- Clarity — restrictions are transparent and enforced across the whole platform.
- Control — you can configure access at both role and office level to match your internal processes.