School Management
Get a broader view of CRM and admission operations.
CRMFeature
Give Every Team Member the Tools They Need
Create roles and define what each team member can view, create, edit or manage, all from one CRM.
Role-based CRM
One CRM. Different Responsibilities.
Set up roles around the way your school operates, with tools aligned to each team member’s responsibilities.
Admission Managers
Manage admission activities and team operations.
Counselors
Work with the information and tasks relevant to their responsibilities.
Marketing Teams
Work with relevant leads and campaign information.
One platform for the entire team, structured around each role.
Permission control
Control CRM Actions
Decide what users can do within Skolzo. Create permissions around the actual responsibilities of each role.
View
See relevant CRM information.
Create
Add new records and information.
Edit
Update existing records.
Delete
Remove records where permitted.
Manage
Control specific CRM functions.
Simple setup
Set Up Roles in a Few Steps
Make user management straightforward for your administrators. When someone’s responsibilities change, update their role or permissions.
- 1
Create Role
Set up a role for a school team or responsibility.
- 2
Choose Permissions
Select the CRM actions available to that role.
- 3
Assign Users
Add team members to the relevant role.
- 4
Start Working
Give each person tools aligned with their responsibilities.
Organized access
Keep Important Information Organized
Your CRM may contain parent details, student information, admission records and internal data. Role-based permissions help users work with information and functions relevant to their responsibilities.
Structured roles
Organize people and responsibilities within your CRM.
Controlled actions
Align what users can do with their roles.
A cleaner CRM
Keep teams working in one platform with role-specific tools.
Structured roles. Controlled actions. A cleaner CRM.
Flexible setup
Adapt as Your Team Changes
Schools grow, teams change and responsibilities move. Add users, create roles or update permissions without rebuilding your CRM structure.
Whether you’re adding a counselor or expanding to another campus, your user setup can evolve with your organization.
Add new users
Create new roles
Update existing permissions
Adapt across campuses
Capabilities
Roles & Permissions Features
| Feature | Benefit |
|---|---|
| Role Management | Create roles for different teams. |
| Permission Control | Define available CRM actions. |
| View Permissions | Control information visibility. |
| Create Permissions | Decide who can add records. |
| Edit Permissions | Restrict record changes. |
| Delete Permissions | Limit deletion capabilities. |
| User Management | Manage users and assigned roles. |
| Role-Based Access | Match CRM functionality with responsibilities. |
| Flexible Permissions | Update roles as your team evolves. |
For growing schools
Built for School Teams
From a small admission department to a multi-campus organization, keep your CRM structured around your team.
Management
Admission
Counseling
Marketing
Everyone works within the same system, with tools aligned to their responsibilities.
Roles & Permissions with Skolzo CRM
Bring Structure to Your CRM
Give administrators better control and give every team member a workspace suited to their role.
Manage Roles. Control CRM Actions. Simplify Team Management.
