Roles & permissions¶
Each person has one role per organization.
| Role | Intended for |
|---|---|
| Owner | The person who created the workspace |
| Admin | Managers who run the organization day to day |
| Instructor | Coaches and teachers who take sessions |
| Accountant | Bookkeepers who manage billing |
What each role can do¶
| Area | Owner | Admin | Instructor | Accountant |
|---|---|---|---|---|
| View schedule and take attendance | ✅ | ✅ | ✅ | ✅ |
| View members and their details | ✅ | ✅ | ✅ (read-only) | ✅ (read-only) |
| See a member's date of birth | ✅ | ✅ | ❌ (age only) | ❌ (age only) |
| Add, edit, delete, import members | ✅ | ✅ | ❌ | ❌ |
| View accounts, ledger and statements | ✅ | ✅ | ❌ | ✅ |
| Edit organization details and packages | ✅ | ✅ | ❌ (view) | ❌ (view) |
| Invite people and change roles | ✅ | ✅ | ❌ | ❌ |
| Add, edit, cancel sessions | ✅ | ✅ | ✅ | ✅ |
Note
Scheduling is currently not restricted by role. Everyone in the organization can add, edit and cancel sessions.
Rules to know¶
- An organization must always have at least one Owner. The last Owner cannot be removed or have their role changed.
- You cannot remove yourself from an organization.
- Invitations can be sent for the Admin, Instructor and Accountant roles.
- Non-owners and non-admins see the Access list without pending invitations.
- Removing a person takes effect immediately.
Data isolation¶
Each organization's data is separate. Being a member of one organization gives no access to another.