Task Permissions Based on User Type
Below are the permissions granted to each user type according to the task they intend to create/accomplish. Please review so that you know who to assign the appropriate permissions.
We hope this will be a helpful resource as you delegate responsibility within your business!
Your Tasks
Personal Trainer/User
Can view their own tasks, unassigned tasks,
and edit/delete own tasks only
Manager
Can edit assigned to and complete as
Owner
Can delete ALL tasks
Assigned Tasks
Personal Trainer/User
No access at all
Manager
Can view ALL, delete individual tasks, edit assigned to,
and complete as another person or as their self
Owner
Can delete ALL tasks
Automatic Message Tasks
Personal Trainer
No access at all
User
Can only complete the task
as a message reply or as an Action/Resolution
Manager
Can delete individual tasks
Owner
Can delete ALL tasks
Completed Tasks
Personal Trainer/User
Can only view own 'Completed Tasks'
Manager
Can view ALL 'Completed Tasks'
Scheduled Tasks
Personal Trainer/User
Can only view/edit/delete their own
'Scheduled Tasks'
Manager
Can view/edit/delete all individually
'Scheduled Tasks'
Owner
Can delete ALL 'Scheduled Tasks'