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 Staff → Team → Roles & Permissions
2. Click Create new
3. Name the role (e.g., "Accounting", "Front Desk Lead", "Junior Instructor")
4. Click Create role. The role's permissions page opens.
5. Pick a section on the left and turn on the permissions that apply
6. Click Save changes

Apply a custom role to a team member

1. Go to Staff → 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:

Classes

• View, create, edit, cancel, delete classes / appointments / events
• Export class and appointment lists as CSV
• Sub requests and reservations

Products (Videos, Communities, Retail Products, Invoices, Bulletin Board)

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

Customers

• View, create, edit client list and profiles; export CSV
• View and manage payments, notes, timeline, subscriptions, purchases and credits, account credit, tags
• Segments, comments, check-ins

Marketing

• Marketing dashboard, lead management, forms, automations, broadcasts, referrals, client reviews, marketing emails, tasks, inbox, achievements

Analytics

• Dashboards, reports, benchmarks

Setup

• View, create, edit, delete service types, service add-ons, and pricing options
• View, create, edit, delete team members; edit roles and permissions
• Pay rates and payroll reports
• Time clocking and time cards
• View, create, edit, delete promo codes and gift cards

Sales Channels

• Website integration, branded website, mobile app, embeddable chat

Settings

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

Accounting, Payroll, Shift Scheduling

• Access to accounting, company or employee payroll, and shifts and availability

Other

• Point of sale actions, such as creating a sale, applying discounts, and adding payment methods

Frequently asked questions