Overview
Roles are assigned when a user is invited to the organization (Settings → Users) or when you edit a user. The system checks permissions per module (Members, Operations, Billing, etc.) and per action (read, create, update, delete, manage). The member and user roles have no admin access; they use the member portal or public apps.Roles
| Role | Typical use | Access summary |
|---|---|---|
| Admin | Owner or main administrator | Full access to all modules: members, marketing, website (content), operations, billing, analytics, settings. |
| Manager | Club or department manager | Can read, create, and update members and operations; full marketing (deals, pipeline); read analytics. Cannot access settings or delete members. |
| Instructor | Coach or teacher | Can read members and operations; update operations (e.g. their classes/bookings); read analytics. No billing, no settings, no member delete. |
| Staff | Receptionist or front desk | Full member and operations management; read billing and analytics. No settings access. |
| User | Internal user (no admin) | No admin panel access. |
| Member | End member | No admin panel access; uses member portal and public apps. |
Modules and actions
- Modules: Members, Marketing, Website (content), Operations, Billing, Analytics, Settings.
- Actions: Read, Create, Update, Delete, Manage (full CRUD and special actions for that module), Invite, Export, Import where applicable.
- Manage on a module means full control (create, read, update, delete and any module-specific actions) for that area.
Where to set roles
- Settings → Users — Invite or edit organization users and assign their role. Only users with settings access (e.g. admin) can change roles.
Related
- Admin users — Invite and manage organization users.
- Organization and clubs — How organizations and clubs relate.