Admin Overview
Admins manage the core operations of AnchorPoint — scheduling classes, enrolling students, taking payments, issuing certificates, and keeping the courses, locations, and instructors behind it all up to date.
Super Admins have all Admin permissions plus system-level access. The one thing an Admin cannot reach is Organization Settings — see Where the two roles differ below.
What Admins can do
Dashboard
See how the school is performing, what's registered recently, and which classes need attention.
Courses & Classes
Set up the training you offer, then schedule classes, assign instructors and rooms, and configure automatic class reminders. Classes are organised into In-Person, Online and Virtual tabs.
Registrations
Enroll students, record pass and fail results, mark no-shows, issue and regenerate certificates, adjust tuition, and transfer students between classes.
Payments
Record payments against a registration or a student, take card payments through Stripe, refund in full or in part, and send statements.
→ Payments
Deferrals
Track students who couldn't attend, hold their payments as credit, and re-register them once a suitable class is scheduled.
Students & Users
Create and manage student profiles, review class history, payments and certificates, reset passwords, and manage roles.
Instructors
Manage who teaches, which courses they're approved for, and their USCG approval details.
Locations & Rooms
Add and manage the physical sites and classrooms where classes are held.
Coupons & Gift Certificates
Run promotions with discount codes, and sell and redeem gift certificates.
→ Coupons
Exports
Pull students, classes, registrations, payments, instructors, or locations out as a spreadsheet.
→ Exports
Organization Settings
Your school's profile and logo, certificate signatures, schedule templates, the Stripe connection and card surcharging, and API tokens. Super Admins only.
Finding your way around
Two things about the sidebar are worth knowing before you go hunting:
- Payments has no menu item. You reach payments from a registration, or from the Payments tab on a student's record.
- Organization only appears for Super Admins.
Where the two roles differ
| Admin | Super Admin | |
|---|---|---|
| Classes, courses, locations, instructors | Yes | Yes |
| Students, registrations, payments, deferrals | Yes | Yes |
| Coupons, gift certificates, exports | Yes | Yes |
| Users — create and manage | Yes | Yes |
| Users — grant or revoke Admin and Super Admin roles | No | Yes |
| Organization Settings | No | Yes |
When something on screen isn't obvious
Three reference pages cover the whole application rather than one feature:
- Icons & Statuses — what every chip, icon and coloured bar means
- Messages & Alerts — what a message is telling you, and what confirming will actually do
- Glossary — terms that appear in more than one form
Elsewhere in AnchorPoint
Tests and, for instructors, Instructor Access still open the legacy AnchorPoint system. They're documented separately.
Coupons and Gift Certificates used to open the legacy system too. Since v1.4.0 they're part of AnchorPoint itself and are documented above.