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
  • Orders tab on client profile
  • Business Settings
  • Payroll on the staff profile
  • Revenue on the customer event view

Staff

• Events
  • Remove Clients from Events
  • Send marketing emails and message attendees
  • Export attendance and registration lists
• Calendar
  • Check Clients In
  • Add Staff and/or Resources to scheduled sessions
  • Quick Schedule and Quick Pay on calendar
  • Create Custom Calendar View
  • Reschedule a lesson
• Contacts
  • Invite Clients 
  • Set personal availability
• Reports
  • Access Balances Report and personal Payroll Report
• Point Of Sale (POS)
  • Check Clients out via Point of Sale (POS)
• Payments
  • The ability to pay down a client's balance

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

• Coaches have access to:
  • Teams they are assigned to
  • Add team schedules
  • Edit schedules
  • Edit sessions
  • Message their teams
  • Same Events, Contacts & Calendar actions as Staff Members (see above)
  • Only their own calendar
• Coaches don't have access to:
  • See teams they are not assigned to
  • Transfer clients from one roster to another
  • Reports
  • Memberships
  • Credit Passes
  • Coupons
  • Retail
  • Point of Sale