Guides & References

CenterPilot Roles & Permission Levels

Every CenterPilot login is assigned a role, and each role unlocks a specific set of functions and reports. Use this summary to decide which role fits each person in your sponsorship or center. Sponsor-level roles are set up by CenterPilot; center-level roles are managed by the sponsor or center admin.

Role Level Role Position in Sponsorship or Center Role Description Manage
Sponsor Functions
Manage
Facility Info
Manage
Participants
Manage
Meals
Manage
Attendance
Manage
Claims
Manage
Receipts
Manage
Training
Manage
Monitor Visits
Sponsor Sponsor Admin Multi-Site Sponsor — set up by CP Access to ALL SPONSOR functions YesYesYesYesYesYesYesYesYes
Sponsor Self-Sponsor Admin Single Site Sponsor — set up by CP Access to ALL SPONSOR functions YesYesYesYesYesYesYesYesYes
Sponsor Enrollment Processor Sponsor Main Office Enters participants and/or validates participant eligibilities for facilities NoNoYesNoNoNoNoNoNo
Sponsor Receipts Processor Sponsor Main Office Enters receipts and/or verifies and processes receipts from facilities NoNoNoNoNoNoYesNoNo
Sponsor Monitor Sponsor Monitor Monitors sites and manages monitor info in CP NoNoYesYesYesNoYesYesYes
Sponsor Limited Monitor 3rd-party monitor not associated with the sponsor Monitors sites and manages monitor info in CP NoNoNoYesNoNoNoNoYes
Sponsor Trainer Sponsor Trainer Trains facility staff and manages training info in CP NoNoNoNoNoNoNoYesNo
Center Center Admin Center Director Access to ALL FACILITY functions NoYesYesYesYesNoYesNoNo
Center Asst Director Center Asst Director Access to MOST FACILITY functions NoYesYesYesYesNoYesNoNo
Center Center Limited Center Director Access to ALL FACILITY functions EXCEPT receipt entry NoYesYesYesYesNoNoNoNo
Center Teacher Attendance taker in classroom Access to attendance functions and reports NoNoNoNoYesNoNoNoNo
Center Vendor Outside food vendor Access to meals functions and reports NoNoNoYesNoNoNoNoNo
Center Cook Cook inside center Access to meals and attendance functions and reports NoNoNoYesYesNoNoNoNo
Center Master Level Center Director + migrate and replicate Access to ALL FACILITY functions + migrate and replicate functions NoYesYesYesYesNoYesNoNo
Center Central Kitchen Cook + migrate and replicate functions Access to meals and attendance functions and reports + migrate and replicate functions NoNoNoYesYesNoNoNoNo

Last updated May 6, 2025. Scroll the table sideways on smaller screens.

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