The four roles
The roles are fixed: a studio cannot define a role of its own, and a role’s permissions cannot be switched on or off one by one.
- Owner: the person who opened the studio. Has access to everything; the first-run setup wizard, the branches, the branch details, giving the Admin role and connecting the WhatsApp line are theirs alone.
- Admin: runs the studio alongside the Owner, with access to the rest of its management, Finance, the Business pages and the notification settings included.
- Staff: handles the day to day: calendar, members, package sales, bookings, attendance and taking member payments.
- Member: sees only their own screens; books and cancels classes and follows their package and waitlist.
Who can do what?
This table is the same as the Role Permissions window in the app, and it is drawn from the rules the studio enforces.
| Permission | Owner | Admin | Staff | Member |
|---|---|---|---|---|
| Class, room, package and partner lists | Allowed | Allowed | Allowed | Not allowed |
| Search (⌘K) | Allowed | Allowed | Allowed | Not allowed |
| Members, package sales and freezes | Allowed | Allowed | Allowed | Not allowed |
| Calendar, sessions, reservations and waitlists | Allowed | Allowed | Allowed | Not allowed |
| Taking attendance | Allowed | Allowed | Allowed | Not allowed |
| Taking a member payment or recording a debt | Allowed | Allowed | Allowed | Not allowed |
| Profile: own details, summary and pay | Allowed | Allowed | Allowed | Not allowed |
| Support: open requests to Dakik and reply | Allowed | Allowed | Allowed | Not allowed |
| Overview and the Setup Guide | Allowed | Allowed | Not allowed | Not allowed |
| Finance: summary, income, expenses, debts and channels | Allowed | Allowed | Not allowed | Not allowed |
| Message Templates, WhatsApp and the Trial Class Page | Allowed | Allowed | Not allowed | Not allowed |
| Reminder Timing | Allowed | Allowed | Not allowed | Not allowed |
| Invite a Studio: invite link and reward days | Allowed | Allowed | Not allowed | Not allowed |
| Opening an instructor record for yourself | Allowed | Allowed | Not allowed | Not allowed |
| Off-rule cancels, reschedules and trial packages | Allowed | Allowed | Not allowed | Not allowed |
| Ending a freeze early | Allowed | Allowed | Not allowed | Not allowed |
| Class, room, package, staff and partner records | Allowed | Allowed | Not allowed | Not allowed |
| Staff page, Staff Details and pay summary | Allowed | Allowed | Not allowed | Not allowed |
| Recording staff compensation payments | Allowed | Allowed | Not allowed | Not allowed |
| Deleting a member | Allowed | Allowed | Not allowed | Not allowed |
| Editing a sold package's dates, price or allowance | Allowed | Allowed | Not allowed | Not allowed |
| Studio Setup wizard | Allowed | Not allowed | Not allowed | Not allowed |
| Giving or taking the Admin role, or moving its invite | Allowed | Not allowed | Not allowed | Not allowed |
| Opening, closing and switching branches | Allowed | Not allowed | Not allowed | Not allowed |
| Studio Details: name, logo, contact, working hours | Allowed | Not allowed | Not allowed | Not allowed |
| Profile: membership summary, packages and payments | Not allowed | Not allowed | Not allowed | Allowed |
| Calendar and Classes: booking, canceling, waitlist | Not allowed | Not allowed | Not allowed | Allowed |
Give someone a role
A staff member’s role is chosen under Permission Level on the staff form, on the Business › Staff page. The info icon beside the field opens the Role Permissions window.
- Only the Owner is offered Admin. An Admin cannot give anyone the Admin role or change another Admin’s role.
- When a staff record has an email address, an account is opened and an invitation email is sent. The invitation is valid for 7 days.
- Members are not added by choosing a role. Everyone added from the Members page has the Member role.
If the Owner or an Admin teaches
Owners and Admins can open an Instructor staff record for themselves with Create My Own Staff Record on the Business › Staff page. Your role stays the same, and you can then be chosen as a session’s instructor. A Profile page, which also shows your compensation, is added to your menu, and the Calendar gains a My Classes / Whole Studio switch: Teach as an admin.
If you cannot see a page
The menu shows only the pages your role can open. A user with the Staff role has Calendar, Profile and Members in their menu, and does not see the Overview page or the Business and Finance groups. A member’s menu holds Calendar, Profile and Classes. If you need a permission, ask your studio’s Owner or an Admin.
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