Custom permissions

Beyond the built-in roles, you can create custom roles with granular permission settings. This lets you define exactly what each staff position can see and do.

Create a custom role

1. Go to Setup → Team → Roles & Permissions
2. Click Add New
3. Name the role (e.g., "Accounting", "Front Desk Lead", "Junior Instructor")
4. Click Create Role
5. Select the permissions that apply
6. Click Save

Apply a custom role to a team member

1. Go to Setup → Team
2. Click into the team member's profile
3. Click the Permissions tab
4. Select the custom role from the dropdown
5. Click Save Changes

The team member's access updates immediately.

Available permissions

Permissions are organized by section:

Schedule

• View, create, edit, delete classes / appointments / events
• Export class rosters as CSV
• View and create sub requests

Beyond Classes (Videos, Communities, Retail, Invoices)

• View, create, edit, delete for each content type

Clients

• View, create, edit, delete client list and profiles
• View and manage payments, notes, timeline
• View check-ins

Segments

• View, create, edit, delete segments

Marketing

• View and manage leads, forms, automations, broadcasts, referrals, tasks

Analytics

• View dashboard charts
• View, create, edit, delete reports; access all reports

Setup

• View, create, edit, delete service types and pricing options

Team

• View, create, edit, delete team members
• Edit roles and permissions
• View, download, edit, delete payroll reporting
• View time clocking

Promotions

• View, create, edit, delete promo codes and gift cards

Sales Channels

• View and edit website integration, branded website, mobile app, embeddable chat

Settings

• Business settings, client settings, scheduling settings, communication settings
• Integrations and payment settings
• Billing