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Role-Based Quick Reference Matrix for Employment Centres

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

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. View Clients

  • View and manage all client sessions (staff and clients)

  • Add/ Invite new Staff and Clients

  • Share organization account link to join

  • View and manage your client sessions (filtered view)

  • Add / invite new Clients

  • Share organization account link to join

  • Your sessions only

3. View Activities

  • View and manage all activities (staff and clients)

  • View your client activities (filtered view)

  • N/A

4. Support Options

  • Live Chat, Email Us, Resource Centre

  • Live Chat, Email Us, Resource Centre

  • Live Chat, Email Us, Resource Centre

5. Profile Options

  • Update first/last name, set language

  • Update first/last name, set language

  • Update first/last name, set language

6. Settings

  • ✅ Access to API Tools, Audit Log and Admin Options to configure organization 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 by clicking on their name and email in the bottom left corner of the platform.

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

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