Below is the complete list of all role settings.
|
Access Level |
Opens further actions below | Default Restricted Role | ||
|
Administrator |
||||
|
Restrict access levels. |
Manager | |||
|
Restrict viewing account list |
Manager | |||
|
Restrict account settings |
Manager | |||
|
Restrict viewing actions. |
Manager | |||
|
Restrict adding field. |
Manager | |||
|
Restrict adding form. |
Manager | |||
|
Restrict saving attendance restriction. |
||||
|
Restrict viewing contract type. |
||||
|
Restrict saving contract type data. |
||||
|
Restrict copying fields to form. |
||||
|
Restrict viewing debt collection list. |
||||
|
Restrict deleting field. |
||||
|
Restrict deleting Form. |
||||
|
Restrict editing field. |
||||
|
Restrict editing form. |
||||
|
Restrict viewing event log. |
||||
|
Restrict viewing fields. |
||||
|
Restrict viewing forms. |
||||
|
Restrict make all payments current. |
Manager | |||
|
Restrict viewing membership type. |
Manager | |||
|
Restrict viewing pages. |
||||
|
Restrict viewing of POS settings. |
||||
|
Restrict removal of logo setting. |
||||
|
Restrict retrieval of event logs. |
||||
|
Restrict retrieval of pager numbers. |
||||
|
Restrict viewing of role. |
||||
|
Restrict viewing of roles. |
Manager | |||
|
Restrict saving zone. |
||||
|
Restrict sending group email. |
||||
|
Restrict sending group sms. |
||||
|
Restrict viewing settings. |
Manager | |||
|
Restrict saving data settings. |
||||
|
Restrict updating account status. |
||||
|
Restrict uploading logo setting. |
||||
|
Restrict administrator menu |
||||
|
Staff |
||||
|
Restrict exporting data. |
Manager | |||
|
Restrict lookup |
Manager | |||
|
Till Number |
Manager | |||
|
Member Group |
Manager | |||
|
Booking Type |
Manager | |||
|
Member Tracking |
Employee,Manager | |||
|
Restrict Discount Coupons. |
||||
|
Restrict exporting prospects. |
||||
|
Pre-Activity Questionnaire. |
||||
|
Restrict exporting students. |
||||
|
Restrict Sort Membership Types Online. |
||||
|
Restrict viewing of rewards. |
Employee,Manager, Trainer | |||
|
Orientation Questionnaire. |
||||
|
Restrict Discount Coupons. |
||||
|
Restrict viewing of maintenance fee. |
||||
|
Restrict viewing of COVID-19 Bulk Suspension. |
||||
|
Restrict viewing of COVID-19 Bulk Unsuspension. |
||||
|
Restrict viewing of Vouchers. |
||||
|
Access Level |
||||
|
Base |
||||
|
Restrict viewing box results. |
||||
|
Access Level |
||||
|
Bookings |
||||
|
Restrict viewing of booked accounts. |
||||
|
Restrict viewing book class check-in. |
||||
|
Restrict viewing book class guest. |
||||
|
Restrict viewing book class member. |
||||
|
Restrict viewing book class member external. |
||||
|
Restrict getting member. |
||||
|
Restrict removal of participant. |
||||
|
Index |
||||
|
Restrict Viewing Master Calendar |
||||
|
Restrict Viewing Scheduled blockouts |
||||
|
Restrict Viewing Program Bookings |
||||
|
Restrict Viewing PT Bookings |
||||
|
Restrict Viewing Class |
||||
|
Restrict Viewing Group Fitness Timetable |
||||
|
Restrict Viewing Lookups |
||||
|
Restrict Viewing Room |
||||
|
Restrict Viewing Court |
||||
|
Restrict Viewing Equipment |
||||
|
Restrict Member class booking |
||||
|
Restrict PT booking outside available trainer times |
||||
|
Access Level |
||||
|
Data |
||||
|
Restrict viewing of bank state branch information. |
||||
|
Restrict calculation of first and total amount. |
||||
|
Restrict confirmation of age validity. |
||||
|
Restrict getting active membership types. |
||||
|
Restrict getting member account. |
||||
|
Restrict getting membership types. |
||||
|
Restrict getting product categories. |
||||
|
Restrict getting product sub categories. |
||||
|
Restrict getting suppliers. |
||||
|
Restrict viewing member details. |
||||
|
Restrict member search. |
||||
|
Restrict member search json. |
||||
|
Restrict viewing membership type details. |
||||
|
Restrict viewig prospect details |
||||
|
Restrict prospect search. |
||||
|
Restrict prospect search Json. |
||||
|
Restrict viewing of scheduled classes. |
||||
|
Restrict showing guarantor notification. |
||||
|
Access Level |
||||
|
Home |
||||
|
Restrict viewing corporation current monthly archives. |
Employee, Manager | |||
|
Restrict viewing corporation current monthly membership sales. |
Employee, Manager | |||
|
Restrict corporation revenue expenditure KPI data. |
Employee,Manager | |||
|
Restrict corporation revenue KPI data. |
Employee,Manager | |||
|
Restrict viewing directory. |
||||
|
Index - (Will open to the right) |
Revenue Graph (this will restrict the dashboard) |
|
||
|
Daily Attendance |
||||
|
Active Members |
||||
|
Month's Attrition Graph |
||||
|
Month's Source Graph |
||||
|
Membership Statistics Graph |
||||
|
Location summary of Active members |
||||
|
Month's Membership Sales Vs KPI Graph |
||||
|
Month's Archives Vs KPI Graph |
||||
|
Club Revenue Vs KPI Graph |
||||
|
Club Revenue Vs Expenditure KPI |
||||
|
Access Level |
||||
|
Marketing |
||||
|
Restrict viewing of prospect tracking. |
||||
|
Restrict viewing of campaign. |
||||
|
Restrict viewing of campaigns. |
||||
|
Restrict viewing of campaign sent report. |
||||
|
Restrict viewing of campaign settings. |
||||
|
Restrict viewing campaign summary. |
||||
|
Restrict deleting campaign. |
||||
|
Restrict deleting template. |
||||
|
Restrict email to member. |
||||
|
Restrict getting campaign members by media type. |
||||
|
Restrict viewing group details. |
||||
|
Restrict group member count. |
||||
|
Restrict viewing of groups. |
||||
|
Restrict marketing email template editor. |
||||
|
Restrict marketing email templates |
||||
|
Restrict Sending email. |
||||
|
Restrict sending sms. |
||||
|
Restrict updating campaign. |
||||
|
Index |
||||
|
Restrict sending group email for members. |
||||
|
Restrict sending group sms for members. |
||||
|
Restrict sending group email for prospects. |
||||
|
Restrict sending group sms for prospects. |
||||
|
Restrict sending push notifications. |
||||
|
Restrict sending group email for students. |
||||
|
Restrict sending group sms for students. |
||||
|
Restrict viewing news feed. |
||||
|
Restrict sending group email for staffs. |
||||
|
Restrict sending group email for instructor. |
||||
|
Access Level |
||||
|
Member |
||||
|
Restrict viewing of payment history. |
||||
|
Restrict viewing of POS history. |
||||
|
Restrict activating online signup. |
||||
|
Restrict archive. |
||||
|
Restrict cancellation. |
||||
|
Restrict changing expiry date. |
||||
|
Restrict Changing payment date. |
||||
|
Restrict Changing payment details. |
||||
|
Restrict checking member if exists. |
||||
|
Restrict checking online member scanning. |
||||
|
Restrict contract |
||||
|
Restrict creating Pdf with new signature. |
||||
|
Restrict creating prospect. |
||||
|
Restrict viewing of ddr. |
||||
|
Restrict viewing of details |
Actions (Will open more options) |
|
||
|
Restrict email forms. |
Restrict deleting future payment variation. |
|
||
|
Restrict getting linked family members. |
Restrict deleting future suspension. |
|
||
|
Restrict get member actions. |
Restrict deleting linked family member. |
|
||
|
Restrict getting members list. |
Restrict deleting medical condition. |
|
||
|
Restrict get payment history paged data. |
Restrict deleting notes. |
|
||
|
Restrict getting POS history paged data. |
Restrict processing payment variation. |
|
||
|
Restrict getting start date by membership types. |
Restrict deleting photo. |
|
||
|
Restrict get web wocket server url. |
Restrict deleting suspension. |
|
||
|
Restrict manual payment. |
Vary Payment |
|
||
|
Restrict viewing of medical conditions |
Manual Payment |
|
||
|
Restrict member match. |
Online Payment |
|
||
|
Restrict viewing notes. |
Suspend |
|
||
|
Restrict online offers. |
Send SMS |
|
||
|
Restrict online payment. |
Send Email |
|
||
|
Restrict payment. |
Edit Transaction Fee |
|
||
|
Restrict payment unsuccessful. |
Edit Normal Fee |
|
||
|
Restrict Print. |
Edit Joining Fee |
|
||
|
Restrict print contract. |
Edit Arrears Fee |
|
||
|
Restrict print ddr |
Edit Access Card Fee |
|
||
|
Restrict printing member form. |
Edit Setup Fee |
|
||
|
Restrict printing member forms. |
Update Member Status |
|
||
|
Restrict re-activate. |
Delete Member |
|
||
|
Restrict Refund |
Edit Payment Start Date |
|
||
|
Restrict refund transaction. |
Edit Override Prorata |
|
||
|
Restrict retrieval of next number. |
Edit Override Prorata |
|
||
|
Restrict Signature |
Restrict Wipe overdues |
|
||
|
Restrict Signup |
Restrict Update member home club |
|
||
|
Restrict signup complete |
Restrict overriding max suspension days |
|
||
|
Restrict signup print member form. |
Restrict editing minimum term date |
|
||
|
Restrict signup print member forms |
Restrict editing sales person |
|
||
|
Restrict sms to member. |
Restrict Wipe dishonor fee |
|
||
|
Restrict sync access. |
||||
|
Restrict viewing of transaction history. |
||||
|
Restrict updating individual price. |
||||
|
Restrict updating member note status. |
||||
|
Restrict uploading |
||||
|
Restrict vary payment. |
||||
|
Restrict viewing notes. |
||||
|
Create |
||||
|
Restrict viewing member status legend. |
||||
|
Restricting editing sales person. |
||||
|
Restrict viewing cancellation requests. |
||||
|
Restrict viewing suspension requests. |
||||
|
Restrict editing joining fee. |
||||
|
Restrict editing acces card fee. |
||||
|
Access Level |
|
|||
|
Office |
|
|||
|
Restrict adding new lookup |
||||
|
Restrict exporting data. |
||||
|
Restrict lookup |
||||
|
Restrict Lookup data. |
||||
|
Restrict lookup type data. |
||||
|
Access Level |
||||
|
POS |
||||
|
Restrict CC Payment Details. |
||||
|
Restrict sending email sales receipt. |
||||
|
Restrict getting GST Setting. |
||||
|
Restrict getting product. |
||||
|
Restrict payment amount. |
||||
|
Restrict payment type. |
||||
|
Restrict populating sales receipt email body. |
||||
|
Restrict product category search |
||||
|
Restrict product search. |
||||
|
Restrict product subcategory search. |
||||
|
Restrict sales receipt. |
||||
|
Restrict save POS transaction. |
||||
|
Restrict selecting gym. |
||||
|
Restrict sending sales receipt. |
||||
|
Index |
||||
|
Restrict Member Sale |
||||
|
Restrict Walk-In Sale |
||||
|
Restrict Sell Membership |
||||
|
Restrict Switch User |
||||
|
Restrict Sell Subscription |
||||
|
Restrict Refund Products |
||||
|
Restrict Reprint Receipt |
||||
|
Restrict Void Products |
||||
|
Restrict Till Off |
||||
|
Restrict Open Till |
||||
|
Restrict Change Club |
||||
|
Restrict ACCOUNT payment type |
||||
|
Restrict PAY LATER payment type |
||||
|
Access Level |
||||
|
Product Category |
||||
|
AddProductCategory |
||||
|
Restrict adding product sub category. |
||||
|
Restrict creating product category. |
||||
|
Restrict create product sub category. |
||||
|
Restrict deleting category. |
||||
|
Restrict deleting sub category. |
||||
|
Restrict editing product category. |
||||
|
Restrict editing product sub category. |
||||
|
Access Level |
||||
|
Product |
||||
|
Restrict deleting product. |
||||
|
Restrict product settings. |
||||
|
Access Level |
||||
|
Prospect Tracking |
||||
|
Restrict editing prospect tracking |
||||
|
Restrict adding new prospect tracking |
||||
|
Restrict prospect tracking schedule. |
||||
|
Restrict Saving action taken. |
||||
|
Restrict tracking schedules data. |
||||
|
Restrict updating prospect tracking. |
||||
|
Access Level |
||||
|
Staff |
||||
|
Restrict changing photo. |
||||
|
Restrict deleting shift. |
||||
|
Restrict getting staff shifts for date. |
||||
|
Restrict adding new roster. |
||||
|
Restrict photo upload. |
||||
|
Restrict viewing roster. |
||||
|
Restrict save new shift. |
||||
|
Restrict viewing of staff name. |
||||
|
Restrict viewing of staff profile. |
||||
|
Index |
||||
|
StaffRoster |
||||
|
Restrict staff task. |
||||
|
Restrict adding new roster. |
||||
|
Access Level |
||||
|
Trainer |
||||
|
Restrict getting available trainers. |
||||
|
Access Level |
||||
|
Reports |
||||
|
Restrict Archive. |
||||
|
Restrict archive download. |
||||
|
Restrict viewing of attendance. |
||||
|
Restrict attendance download. |
||||
|
Restrict viewing attrition. |
||||
|
Restrict viewing clubfit fees. |
||||
|
Restrict viewing clubfit fees chart data. |
||||
|
Restrict viewing clubfit fees daily. |
||||
|
Restrict viewing clubfit fees daily data. |
||||
|
Restrict clubfit fees daily data download. |
||||
|
Restrict viewing clubfit fees data. |
||||
|
Restrict viewing clubfit fees data download. |
||||
|
Restrict viewing club performance |
||||
|
Restrict communication download. |
||||
|
Restrict viewing communication report. |
||||
|
Restrict creating attrition data model. |
||||
|
Restrict create member attrition report model. |
||||
|
Restrict viewing debt collection. |
||||
|
Restrict downloading debt collection. |
||||
|
Restrict dishonoured payments. |
||||
|
Restrict downloading dishonoured payments. |
||||
|
Restrict creating expired report. |
||||
|
Restrict downloading expired report. |
||||
|
Restrict getting accounts. |
||||
|
Restrict viewing reports. |
||||
|
Restrict viewing marketing reports. |
||||
|
Restrict viewing membership sales. |
||||
|
Restrict downloading of membership sales report. |
||||
|
Restrict viewing of membership statistics. |
||||
|
Restrict downloading of membership statistics. |
||||
|
Restrict viewing members not billed report. |
||||
|
Restrict downloading members not billed report. |
||||
|
Restrict viewing non attendance. |
||||
|
Restrict downloading non attendance. |
||||
|
Restrict creating payments report. |
||||
|
Restrict downloading payments. |
||||
|
Restrict viewing payment summary. |
||||
|
Restrict downloading payment summary. |
||||
|
Restrict viewing POS product sales. |
||||
|
Restrict viewing POS trading summary. |
||||
|
Restrict viewing POS trading summary cchart data. |
||||
|
Restrict POS trading summary daily. |
||||
|
Restrict viewing POS trading summary daily data. |
||||
|
Restrict downloading POS trading summary daily data download. |
||||
|
Restrict POS trading summary data. |
||||
|
Restrict POS trading summary data. |
||||
|
Restrict viewing of processed payments. |
||||
|
Restrict processed payments daily. |
||||
|
Restrict viewing of processed payments daily data. |
||||
|
Restrict downloading processed payments daily data. |
||||
|
Restrict viewing of processed payments data. |
||||
|
Restrict downloading processed payments data download. |
||||
|
Restrict processed vs settled payments. |
||||
|
Restrict viewing prospect conversion report. |
||||
|
Restrict viewig of refunds report. |
||||
|
Restrict downloading refunds report. |
||||
|
Restrict viewing restored. |
||||
|
Restrict downloading restored. |
||||
|
Restrict viewing settled payments. |
||||
|
Restrict viewing settled payments daily. |
||||
|
Restrict viewing settled payments daily data. |
||||
|
Restrict downloading settled payments daily data. |
||||
|
Restrict viewing settled payments data. |
||||
|
Restrict downloading settled payments data. |
||||
|
Restrict viewing staff scan in report |
||||
|
Restrict downloading staff scan int. |
||||
|
Restrict viewing suspended report. |
||||
|
Restrict downloading suspended. |
||||
|
Restrict viewing todays billing. |
||||
|
Restrict downloading todays billing. |
||||
|
Restrict viewing Txn reference report. |
||||
|
Restrict viewing varied payments. |
||||
|
Restrict viewing varied payments data. |
||||
|
Restrict downloading varied payments data download. |
||||
|
Restrict Archived Action. |
||||
|
Restrict POS Transaction Audit. |
||||
|
Restrict Deferred Payments. |
||||
|
Restrict Amended Payments. |
||||
|
Restrict Dispersement. |
||||
|
Restrict Payment Types. |
||||
|
Restrict Expired Credit Cards. |
||||
|
Restrict POS Outstandings. |
||||
|
Restrict Add-on report. |
||||
|
Restrict Active Member. |
||||
|
Restrict future actions. |
||||
|
Restrict future actions download. |
||||
|
Restrict get future actions. |
||||
|
Restrict prospect directory. |
||||
|
Restrict prospect detail. |
||||
|
Restrict Online SignUps. |
||||
|
Restrict My Club Users. |
||||
|
Restrict Birthdays. |
||||
|
Restrict Group Fitness Class Occupancy. |
||||
|
Restrict Member Group Class Attendance. |
||||
|
Restrict Member Task. |
||||
|
Restrict Member Age Report. |
||||
|
Casual Entry. |
||||
|
Till Off. |
||||
|
Restrict Members - no payment info report. |
||||
|
Restrict Members - stopped payment. |
||||
|
Member Discount Coupons. |
||||
|
Restrict Member Group. |
||||
|
Restrict viewing membership types report. |
||||
|
Restrict viewing member status report. |
Employee | |||
|
Restrict viewing member active only report. |
Employee | |||
|
Restrict Member Reached Min Terms. |
Employee | |||
|
Restrict Member Email/SMS Opt Out. |
||||
|
Restrict Member Subscriptions. |
||||
|
Restrict Membership Add-on report. |
||||
|
Restrict POS Margins. |
||||
|
Restrict Member Risks Report. |
||||
|
Restrict viewing Rewards. |
||||
|
Restrict viewing Rewards. |
||||
|
Restrict Active Extras. |
||||
|
Restrict viewing of processed payments by category. |
||||
|
Restrict viewing voucher report. |
||||
|
Restrict Archived Action. |
||||
|
Restrict POS Transaction Audit. |
||||
|
Restrict Deferred Payments. |
||||
|
Restrict Amended Payments. |
||||
|
Restrict Dispersement. |
||||
|
Restrict Payment Types. |
||||
|
Restrict Expired Credit Cards. |
||||
|
Restrict POS Outstandings. |
||||
|
Restrict Add-on report. |
||||
|
Restrict Active Member. |
||||
|
Restrict Previous Actions Report |
||||
|
Restrict viewing Instructor sessions and class. |
||||
|
Restrict viewing members linked report. |
||||
|
Restrict viewing Restored Members. |
||||
|
Restrict viewing member membership category report. |
||||
|
Restrict viewing commission. |
||||
|
Restrict My Zone Users. |
||||
|
Restrict No Show and Cancellation Report. |
||||
|
Restrict Gender. |
||||
|
Restrict Covid Vaccinated Report. |
||||
|
Restrict Membership Transfer. |
||||
|
Restrict Swim Families Report. |
||||
|
Restrict viewing member tags. |
||||
|
Restrict Member Attendance Statistics. |
||||
|
Restrict Member End Of Day. |
||||
|
Restrict Prospect End Of Day. |
||||
|
Member POS Credit. |
||||
|
Restrict viewing of Member Request. |
||||
|
Restrict viewing of Payment Breakdown. |
||||
|
Restrict POS Discounts. |
||||
|
Restrict viewing member payers linked report. |
||||
|
Restrict POS Commission. |
||||
|
Access Level |
||||
|
Prospect |
||||
|
Index |
||||
|
Restrict Download ALL button in Club Performance. |
Administrator, Employee, Manager, Trainer | |||
|
Restrict Prospect Count - Download Report |
||||
|
Details |
||||
|
Access Level |
||||
|
Accounts |
||||
|
Restrict Accounts |
||||
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