This Guide will show you how to locate the Roles area, Explain the existing roles on the system and how to edit them as well as create your own Roles.
Where to find the Roles
Go to Administration
Scroll down to Location Settings, then select Roles.
Manager, Staff, Trainer and View Only
There are 4 pre-existing roles on the system.
Manager - Has access to all areas.
Staff - Access to most areas of the system apart from Admin & Reporting.
Trainer - Similar to Staff but is more tailored to a Trainer.
View Only - Can only view the schedule.
Editing a Role
To Edit a Role first click on the shield icon next to the role you wish to edit.
The below is a list of all the Permissions areas you can edit
To edit a permission simply tick or untick an item in that area.
When you have edited the Role, Scroll to the bottom of the page and select Save (this will save any changes you have made) or Cancel (this will not save any changes made)
Creating your Own Role
You can also Create New Roles on the system.
Click on the New Role button
Give the Role a Name.
And Apply an existing role - This will not overwrite the role on the system but pull in the same permissions that role has set up.
Work through the Permission areas and when you are ready to create the New Role, Click Save.