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Role-Based Quick Reference Matrix

This matrix is designed for quick reference during onboarding and training, ensuring clarity on role-specific access and responsibilities.

Updated today

This matrix provides a side-by-side comparison of what Account Admins, Staff Members, and Clients see and can access within the InStage platform.

Feature / Access Area

Admin

Staff Member

Client

1. Modules

Enabled modules (per client selection)

Enabled modules (per client selection)

Self‑serve purchased modules only

2. Client Sessions

Recent client sessions (all clients)

Your client sessions (filtered)

Your sessions only

3. Users Table

Full users table

Filtered to assigned clients

N/A

3. Sessions Table

Full sessions table

Filtered to assigned clients

N/A

4. Profile Options

Update first/last name, set language

Update first/last name, set language

Update first/last name, set language

5. Support Options

Live Chat, Email Us, Resource Centre

Live Chat, Email Us, Resource Centre

Live Chat, Email Us, Resource Centre

6. Admin Settings

✅ Access to org. settings, branding, preferences

❌ Not available

❌ Not available


Notes

  • Modules: Only the modules purchased for the account are displayed.

  • Tables: Admins have full visibility, while Staff views are filtered to their assigned clients. Clients do not have access to tables.

  • Profile Options: All roles can update their personal information and language preferences.

  • Support: All roles have access to Live Chat and Email support.

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