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Users & Roles

Manage who can access your club's admin portal and what they can do.

User Types​

Administrators​

Full access to all features and settings.

Staff​

Access to operational features based on assigned roles.

Members​

Access to member portal only (view their own info, make payments, etc.).

Adding Users​

  1. Go to Settings > Users
  2. Click Add User
  3. Enter email address
  4. Select role(s)
  5. Click Invite

User receives an email to set up their account.

Roles​

Built-in Roles​

RoleAccess
Super AdminEverything including settings
AdminAll features, limited settings
ManagerMember and billing management
CoachTeam and schedule management
ReceptionistCheck-ins and basic member info
AccountantBilling and financial reports

Custom Roles​

Create roles for your specific needs:

  1. Go to Settings > Roles
  2. Click New Role
  3. Name the role
  4. Select permissions
  5. Save

Permissions​

Control access to:

  • Members: View, create, edit, delete
  • Billing: View, create, process payments
  • Teams: View, manage rosters
  • Schedule: View, create events
  • Reports: View, export, create
  • Settings: View, modify

Deactivating Users​

When someone leaves:

  1. Find user in list
  2. Click Deactivate
  3. Access is immediately revoked
  4. Account history is preserved