User Permissions - Understanding User Roles

A User Role is the combination of permissions that a user has at a given location within your Gym Insight account. There are 7 standard user roles to choose from that are included in every Gym Insight software subscription.

For very specific needs, we also provide the ability to create Custom User Roles for any other non-standard permission set that you might require. Contact us about adding this optional feature to your software subscription plan.

Below is a summary of each standard user role. For a detailed view of exactly what each role's permission set is, access the User Roles area of Gym Insight.

Personal Trainer: 

This role only has access to create new guest accounts, add personal training sessions, make notes on accounts, see their client list, search for clients, message back and forth with members, and view limited information on accounts. This is a very limited role and would be used for personal trainers to set up their sessions and service their clients.

**Note - if this user is also expected to be assignable to personal trainer sessions and appointments, be sure to also set them as a personal trainer on their user profile as well!

Front Desk:

This role has more access than Personal Trainer, but is still limited. This person is allowed to create new member and guest accounts, check-in members, search for members and accounts, view tasks, and edit some account information.

Supervisor:

This role grants a few additional permissions to the Front Desk role. A Supervisor has the ability to also edit account billing, payment, and transaction details. They also have full editing control over calendar events, tasks, messages, and training clients.

Manager:

This role has access to everything that the Supervisor role has access to. They can also delete accounts, issue account voids/refunds, view some location settings, edit location tags/documents/items, view reports and run bulk actions, and edit application settings (Members App, Sales Guru, Website Widgets).

General Manager:

This role has nearly full access to every part of the application. The only things restricted from the General Manager role is the ability to view/edit the billing information for the software subscription, the ability to edit payment gateways and other high-level location info (like the name of the location, etc), the ability to add new locations to the account, and add and edit users and roles.

Owner:

The Owner role has access to everything and anything in the system. The first user created when signing up for Gym Insight will be an Owner. The system requires that there always be at least one Owner at all times within Gym Insight.

Accounting 

This specialty role only has access to reports, as well as limited, read-only access to accounts/members.