User Permissions based on User Types

User role is the type of access that this new user will have to your location. For most users, you can simply select USER access, however, if the user needs advanced permissions to edit accounts and run reports, you will need to give them MANAGER access.

Below is a summary of each user type.

Personal Trainer: 

This role only has access to create new guest accounts, add personal training sessions, make notes on accounts, see client list, search for clients, message back and forth with members, and view limited information on accounts. Personal Trainers do not have access to view the dashboard. This is a very limited role and would be used for personal trainers to set up their sessions and service their clients.

User:

This role has more access than Personal Trainer, but is still limited. The User role would be perfect for a Front Desk employee. This person has access to create new member accounts, guest accounts, check-in members, search for members and accounts, view tasks, view accounts and edit some account information. They also have a limited dashboard view; they can not view financials. 

Manager:

This role has access to everything that the Personal Trainer and User have access to. They can also edit all parts of the member accounts, delete accounts, see all financial information on the dashboard, and can access reports. The Manager role does not have access to location settings.

Owner:

The Owner role has access to everything and anything in the system.