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      User Permissions

      In this article, learn about the difference in permissions granted to a staff user based on their user type.

      APPLIES TO: Admins

      Last Updated: May 29, 2024

      Permissions can't be customized so before inviting a staff user to the software, it's a good practice to review the preset list of permission sets below so you invite them correctly.

      If you ever need to edit a staff member's user level, click here to learn how.

      Admin

      • No restrictions, can see it all and do it all

      Manager

      • Can access everything an Admin can do but the following:
        • Any reporting including AI reports
        • Business Settings
        • Payroll on the staff profile
        • Revenue on the customer event view

      Staff

      Instructor

      They can:

      • See their own personal calendar
      • Set their availability
      • View their payroll

      They cannot:

      • Access Point of Sale
      • Book Clients
      • Check Clients In
      • Charge Clients or see their contact information

      Lead

      • Leads can be sent marketing emails and will become an active Client once they have created an account

      Coach

      Note: A Coach user is not enabled by default. Reach out to support@getupperhand.com to request the Coach user to be enabled for your account.