User Roles and Permissions govern which features and tools each employee can (or cannot) access in ClubOS. 

For example, a low-ranking role might only be able to see a certain detail whereas a high-ranking role might actually be able alter it. As each role carries their own share of restrictions, it is important to know not only how each role relates to the others, but also the capabilities each role has.

Each User Role has access to different features and tools. When you add new users to Club OS, be sure to assign them the appropriate User Role for your needs. You can also change an existing user's role if needed.  

NOTE:  This article describes the default functionality for each User Role. User Roles can be customized for your club or studio and apply on a Club-wide basis. Depending on the permissions set up at your club, feature access and restrictions may vary. Here are some other helpful articles to consider the roles and functionality at your club:

If you have questions or would like to modify the settings for one or more roles, please contact our support team.

Club Admin

Unrestricted Club Administrators have full access to Club OS. Club Admins can view and edit all Members, Prospects, and Employee types.

Club Admins have access to all areas of Marketing, Follow-Ups, Club Settings, Calendars, and more.

Permissions Approved by Default:

Club Admin (R) - Restricted

The Restricted Club admin may view/edit any Prospect, Member, Front Desk, Trainer, Sales Person, or Location Manager account. (Though not typically allowed to view another Restricted Club Admin's account, an exception may be requested by the club's owner through Club OS.) 

Casually, a Restricted Club Admin may occasionally be referred to as 'Club Admin (R)' or, simply, '(R)'.

 

Location Manager

The Location Manager is the last of Club OS’ roles to hold access to multiple features, as well as access to other employees' activities in ClubOS. Default-wise, a Location Manager is granted almost all the same opportunities for access as a Restricted Club Admin. Unlike the Restricted Club Admin, however, a Location Manager bares more automatic restrictions. 

The Location Manager can view/edit all Prospect, Member, Front Desk, Trainer, and Sales Person accounts.

Sales Person

A Sales Person is the highest ranked employee in which serious default decisions do not so much apply. Their permissions are nearly identical to those found within the role of a Trainer. Unlike Trainers, however, a Sales Person can still appear on the Digital Guest Waiver. 

Sales Persons can edit/view only the Members and Prospects assigned to them.

Trainer

Trainers are meant to use ClubOS to manage their fitness members. Their permissions are nearly identical to those found within the role of a Sales Person, however, without the ability to appear on the Digital Guest Waiver. 

Trainers can edit/view only the Members and Prospects assigned to them.

Front Desk

Front Desk staff are a club’s most consistently accessible employees. They are also often a Prospect’s first official club contact. For this, Front Desk staff are granted unique access above what Trainers and Sales Persons possess: The ability to access every single Prospect and Member account. Regardless, ‘Front Desk’ is Club OS’ most restricted role. (NOTE: This is not a sales position.)