InStage

This chart shows what Account Admins, Sub-account Admins, Staff, and Clients can see and do on the InStage platform.

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Modules: You will only see the modules that have been purchased.

Tables: Admins can see all tables. Sub-Account Admins only see tables for their sub-account. Staff see tables for their assigned clients. Clients do not have access to tables.

Profile Options: Everyone can update their personal details and language preferences. Only Admins can change account roles, such as moving an Staff to a Sub-Account Admin.

Support: Everyone can use Live Chat, Email support, and the Resource Centre.

- Modules: You will only see the modules that have been purchased.
- Tables: Admins can see all tables. Sub-Account Admins only see tables for their sub-account. Staff see tables for their assigned clients. Clients do not have access to tables.
- Profile Options: Everyone can update their personal details and language preferences. Only Admins can change account roles, such as moving an Staff to a Sub-Account Admin.
- Support: Everyone can use Live Chat, Email support, and the Resource Centre.

This matrix is a quick reference guide for employment centres. It outlines role‑specific access and responsibilities, offering a side‑by‑side comparison of what Account Admins, Sub‑account Admins, Staff, and Clients can see and access.

Role-Based Quick Reference Matrix for Employment Centres

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Feature / Access Area	Admin	Sub-account admin	Staff Member	Client
1. Modules	Enabled modules (per client selection)	Enabled modules (per client selection)	Enabled modules (per client selection)	Self‑serve purchased modules only
2. View Clients	View and manage all client activities Assign staff / sub-account Manage sub-accounts Archive users Send/resend invite emails Share the account link to users or invite multiple users by email	View and manage client sessions within their sub‑account Modify staff roles Archive users Send/resend invite emails Share the sub-account link to users or invite multiple users by email	View and manage your assigned clients Archive users Send/resend invite emails Share the sub-account link to users or invite multiple users by email	Personal sessions only
3. View Activities	Full activities table	Limited to users in their sub-account	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	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	Live Chat, Email Us, Resource Centre
6. Settings	Organization settings, branding, preferences, audit log, admin options Module configurations (module section header displays) Client view toggle	Module configurations (module section header displays) Client view toggle	Module configurations (module section header displays) Client view toggle	❌ Not

Role-Based Quick Reference Matrix for Employment Centres

This chart shows what Account Admins, Sub-account Admins, Staff, and Clients can see and do on the InStage platform.

Notes