---
title: User Permissions
description: In this article, learn about the difference in permissions granted to a staff user based on their user type.
---
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1. [UP Help Center](https://help.upperhand.com/?hsLang=en)
2. [Contacts](https://help.upperhand.com/contacts?hsLang=en)
3. [Staff](https://help.upperhand.com/contacts?hsLang=en#staff)
# 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](https://help.upperhand.com/edit-staff-levels?hsLang=en).
#### 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](https://help.upperhand.com/send-marketing-email?hsLang=en) and [message attendees](https://help.upperhand.com/message-event-attendees?hsLang=en)
- [Export attendance](https://help.upperhand.com/export-attendance?hsLang=en) and registration lists
- **Calendar**
- [Check Clients In](https://help.upperhand.com/check-clients-in?hsLang=en)
- Add **Staff** and/or **Resources** to scheduled sessions
- [Quick Schedule](https://help.upperhand.com/quick-schedule?hsLang=en) and [Quick Pay](https://help.upperhand.com/quick-pay?hsLang=en) on calendar
- [Create Custom Calendar View](https://help.upperhand.com/create-custom-calendar-view?hsLang=en)
- [Reschedule a lesson](https://help.upperhand.com/reschedule-a-lesson?hsLang=en)
- **Contacts**
- [Invite Clients](https://help.upperhand.com/invite-clients?hsLang=en)
- [Set personal availability](https://help.upperhand.com/set-staff-availability?hsLang=en)
- **Reports**
- Access **[Balances Report](https://help.upperhand.com/balances-report?hsLang=en)** 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](https://help.upperhand.com/add-a-lead?hsLang=en) 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.
- Coaches have access to:
- [Teams](https://help.upperhand.com/teams?hsLang=en) they are assigned to
- [Add team schedules](https://help.upperhand.com/add-team-schedule?hsLang=en)
- [Edit schedules](https://help.upperhand.com/edit-a-team-schedule?hsLang=en)
- [Edit sessions](https://help.upperhand.com/edit-a-scheduled-team-session?hsLang=en)
- [Message their teams](https://help.upperhand.com/message-team-roster?hsLang=en)
- Same [Events](https://help.upperhand.com/events?hsLang=en), [Contacts](https://help.upperhand.com/contacts?hsLang=en) & [Calendar](https://help.upperhand.com/calendar?hsLang=en) 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](https://help.upperhand.com/remove-or-transfer-client-from-team?hsLang=en)
- [Reports](https://help.upperhand.com/reports?hsLang=en)
- [Memberships](https://help.upperhand.com/memberships?hsLang=en)
- [Credit Passes](https://help.upperhand.com/credit-passes?hsLang=en)
- [Coupons](https://help.upperhand.com/create-coupons?hsLang=en)
- [Retail](https://help.upperhand.com/retail?hsLang=en)
- [Point of Sale](https://help.upperhand.com/point-of-sale-pos?hsLang=en)
- [Getting Started](https://help.upperhand.com/getting-started?hsLang=en)
- [Account Setup](https://help.upperhand.com/account-setup?hsLang=en#main-content)
- [Account Settings](https://help.upperhand.com/account-setup?hsLang=en#account-settings)
- [Help & Resources](https://help.upperhand.com/account-setup?hsLang=en#help-resources)
- [Billing](https://help.upperhand.com/account-setup?hsLang=en#billing)
- [Events](https://help.upperhand.com/events?hsLang=en#main-content)
- [Event Setup](https://help.upperhand.com/events?hsLang=en#event-setup)
- [Browse Events](https://help.upperhand.com/events?hsLang=en#browse-events)
- [Event Admin View](https://help.upperhand.com/events?hsLang=en#event-admin-view)
- [Classes](https://help.upperhand.com/classes?hsLang=en)
- [Teams](https://help.upperhand.com/teams?hsLang=en)
- [Calendar](https://help.upperhand.com/calendar?hsLang=en)
- [Contacts](https://help.upperhand.com/contacts?hsLang=en#main-content)
- [Staff](https://help.upperhand.com/contacts?hsLang=en#staff)
- [Clients](https://help.upperhand.com/contacts?hsLang=en#clients)
- [Groups](https://help.upperhand.com/contacts?hsLang=en#groups)
- [Archived](https://help.upperhand.com/contacts?hsLang=en#archived)
- [Marketing](https://help.upperhand.com/marketing?hsLang=en)
- [Reports](https://help.upperhand.com/reports?hsLang=en)
- [Memberships](https://help.upperhand.com/memberships?hsLang=en)
- [Credit Passes](https://help.upperhand.com/credit-passes?hsLang=en)
- [Resources](https://help.upperhand.com/resources?hsLang=en)
- [Retail](https://help.upperhand.com/retail?hsLang=en)
- [Settings](https://help.upperhand.com/settings?hsLang=en)
- [Point of Sale (POS)](https://help.upperhand.com/point-of-sale-pos?hsLang=en)
- [Payments](https://help.upperhand.com/payments?hsLang=en#main-content)
- [Paysafe/NETBANX](https://help.upperhand.com/payments?hsLang=en#paysafe-netbanx)
- [Client Side](https://help.upperhand.com/client-side?hsLang=en#main-content)
- [Top Searched Articles](https://help.upperhand.com/client-side?hsLang=en#top-searched-articles)
- [Account Management](https://help.upperhand.com/client-side?hsLang=en#account-management)
- [Event Sign Up](https://help.upperhand.com/client-side?hsLang=en#event-sign-up)
- [Scheduling](https://help.upperhand.com/client-side?hsLang=en#scheduling)
- [Payments](https://help.upperhand.com/client-side?hsLang=en#payments)
- [Memberships & Passes](https://help.upperhand.com/client-side?hsLang=en#memberships-passes)
- [Additional Resources](https://help.upperhand.com/additional-resources?hsLang=en#main-content)
- [Hardware](https://help.upperhand.com/additional-resources?hsLang=en#hardware)
- [Upper Hand AI](https://help.upperhand.com/additional-resources?hsLang=en#upper-hand-ai)
- [WebKit by Upper Hand](https://help.upperhand.com/additional-resources?hsLang=en#webkit-by-upper-hand)
- [Admin Side](https://help.upperhand.com/admin-side?hsLang=en#main-content)
- [Scheduling](https://help.upperhand.com/admin-side?hsLang=en#scheduling)
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