Staff Roles and Access
IEC staff access is role-based. The portal decides which dashboard, navigation items, search results, onboarding tours, and notification settings are visible from the role stored on your user account.This page lives under Counselor Portal and Admin Portal only — it describes staff roles, not student or public access.
Role groups
Branch scope
HQ admins can see global data. Branch and satellite staff are scoped to the branch or satellite they are assigned to. Senior counselors can see team workload and student work within their branch.If a page is missing from your portal navigation, it is usually because your role, branch scope, writer grant, or leads permission does not include that feature.
Role-specific workflow coverage
Senior counselors
Senior counselors use the Counselor Portal with additional branch-level oversight.
Start with My Team for workload review, then use Managing Students, Applications, and Documents for student-specific follow-up.
Front desk
Front desk users work in a focused intake version of the Counselor Portal.
Front desk users usually do not see the full Applications, Tasks, Documents, My Card, or Log Visit counselor pages. See Managing Leads for the intake workflow.
Branch admins
Branch admins use the Admin Portal with branch-scoped data.
HQ-only areas, such as global AI settings, global document audit policy, study catalog configuration, and branch creation, may be hidden.
Satellite managers
Satellite managers use the Admin Portal like branch admins, but their records are scoped to the assigned satellite branch. Use People Directory and Access Management for local records. Satellite configuration itself remains an HQ admin task unless your account has explicit HQ permissions.Staff-only verification
Staff accounts complete an extra IEC AuthKit verification step after the email sign-in code. The current browser session must pass that step before protected staff pages load. If the step expires, return to the sign-in page and start again.Staff features by area
IEC ERP CRM
Prospect and lead management runs in IEC ERP (ERPNext CRM), not inside the portal UI. The portal authenticates staff and hands off to ERP when you open Leads from the counselor portal or the Leads tab in the admin Admissions workspace.Managing website leads in the ERPNext CRM
Cal.com scheduling
Student counseling sessions are booked through Cal.com. Counselors connect their availability in portal Settings; HQ admins grant Cal.com access and audit upcoming sessions from Scheduling.Cal.com user onboarding for staff scheduling