In this article, learn about the difference in permissions granted to a user based on their user type.
APPLIES TO: Admins
Last Updated: June 29, 2023
Permissions can't be changed or updated so before inviting a user to the software, it's a good practice to review the preset list of permission sets below so you invite them correctly.
Admin
- No restrictions, can see it all and do it all
- If you are looking to invite a user as an Admin, you will need to invite them as a Staff member initially.
- If you need to change a user from a Staff member to an Admin, please request the change by emailing support@getupperhand.com and including the staff member's name and email so they can help take care of this for you.
Staff Members
- 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
- 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