Managing personal & professional details

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Managing Personal & Professional Details

The Instructors module in PrepBase allows Admins to efficiently manage all tutor and counselor information—from personal data and professional background to permissions, portal access, and real-time activity logs.

Keeping instructor information accurate ensures:

  • Proper student–tutor matching

  • Smooth scheduling

  • Accurate billing and payroll

  • Secure account access

  • Transparent reporting

  • Better academic delivery across the platform

1. Accessing an Instructor Profile

Steps

  1. Navigate to the Instructor’s module from the left-hand sidebar.

  2. Locate the instructor in the list using the search bar or scrolling.

  3. To open the Instructor profile:

    • Option 1: Click the instructor’s name under the Details column.

    • Option 2: Click the ⋮ (three-dot) icon at the end of the row and select View.

  4. The system loads the Instructor Details page with all profile and activity tabs.

2. Instructor Details — Overview

The instructor profile includes multiple tabs:

  • Profile

    • Personal Details

    • Professional Details

    • Expertise

    • Permissions

    • Portal

    • Activity Logs

  • Availability

  • Payroll

  • Students

  • Sessions

  • Files

  • Notes

  • To-Do

  • Projects

  • Courses

This article covers all Profile sub-sections in one place for convenience.

3. Personal Details

Navigate to:

Instructor Details → Profile → Personal Details

You can manage:

  • Name

  • Email Address

  • Country

  • City

  • Nationality

  • Date of Birth

  • Gender

  • Residential Address

  • Phone Number (optional)

  • Instructor Type (Tutor / Counselor)

  • Profile Photo

To edit, click the ✏️ Edit button → update fields → Save.

4. Professional Details

Navigate to:

Profile → Professional Details

This section stores:

  • Experience Summary

  • Years of Experience

  • Native Language

  • Additional Languages

  • Employment Status

  • Qualifications

  • Instructor Bio

  • Resume Upload

Click ✏️ Edit to update and save changes.

5. Expertise Management

Navigate to:

Profile → Expertise

You can configure the instructor’s:

  • Curriculums of Interest (e.g., IGCSE, American, IB)

  • Levels of Interest (Grade/Year levels)

  • Subjects of Interest

Click ✏️ Edit → Save.

6. Permissions Management

Navigate to:

Profile → Permissions

Permissions define what the instructor can do within their portal.

Permissions include:
Scheduling

  • Schedule Sessions

  • Cancel Sessions

  • Session Approval

  • Billable Sessions

  • Time Tracker

Profile

  • Edit Profile

  • Edit Bank Account

  • Upload Articles

Students

  • View Student Details

  • Student File Upload

  • Student Notes

  • Student To-Do

  • Student Planner

  • Student College List

Projects

  • Tiers Approval

  • Report Approval

  • Edit Stages

  • Edit Student Status

  • Edit Student Academic Status

Use toggles to enable/disable permissions → Click Save.

7. Portal Management

Navigate to:

Profile → Portal

You can manage:

Enable/Disable Instructor Login

Allows revoking an instructor’s access without deleting their profile.

View As Instructor

Lets administrators preview the instructor’s portal.

Reset Password

You can set a new password manually if needed.

Click Save after applying changes.

8. Activity Logs

Navigate to:

Profile → Activity Logs

Activity Logs provide a complete audit trail of instructor activity, including:

  • Login times

  • To-Do added

  • Course added

  • Profile updates

  • Permission changes

  • Session updates

Each entry shows:

  • Activity

  • Timestamp

  • Activity Type (Profile, Task, Course, etc.)

IN THIS ARTICLE