📝 Overview
Permissions allow you to control which sections of your account a staff member can access and manage. When you create a staff member with a Limited Permissions account type, you choose their permissions at the time of creation, but you can also update them at any time.
Unless specified otherwise, granting a permission gives the staff member access to all information within that section across the entire account, not only the customers or sessions they are personally associated with.
💡To learn how to create a new staff member, see the guide here.
🔧 Available Permissions
The following permissions can be assigned to any Limited Permissions staff member. Permissions can be combined in any way, select as many or as few as needed for each staff member.
Click the arrow to view all available permissions
Click the arrow to view all available permissions
Revenue | Access revenue reports and confirm pending billing |
Customers | View all customers and manage details about them |
Customer Payments | View all customer payments and manage details about them |
Discount Codes | Create and manage discount codes |
Store | Manage your store. Create and manage products |
Developer | Access to the Customer Site section |
Developer | Access to the Customer Site section |
Manage Sessions | Manage session details, prices, and attendees. Options: None / All sessions / Sessions they instruct |
Manage Attendances | Manage session attendees without access to payment details. Options: None / All sessions / Sessions they instruct |
💡 The None / All sessions / Sessions they instruct options only apply to staff members who are also assigned the Instructor role.
For non-instructors, granting this permission provides access to all sessions and/or attendances.
🛠️ How to Edit a Staff Member's Permissions
You can update a staff member's permissions at any time. Go to Staff ➜ click the 'Options' button next to the desired staff member ➜ click 'Edit details and permissions'.
Tick or untick the permissions you wish to add or remove, then click 'Save'.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I limit the Customers permission to only a staff member's own customers?
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Click the arrow to see the answer
No. The Customers permission grants access to the entire customer list across the account. There is no way to restrict it to only the customers associated with a specific staff member or instructor.
Can permissions be updated after a staff member has been created?
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Click the arrow to see the answer
Yes. You can update a staff member's permissions at any time from the Staff section. Follow the steps in the How to Edit a Staff Member's Permissions section above.
Do the session scope options for Manage Sessions and Manage Attendances apply to all staff members?
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Click the arrow to see the answer
No. The options to restrict access to 'Sessions they instruct' only apply to staff members who are also assigned the Instructor role. For staff members who are not instructors, granting either permission provides access to all sessions or attendances across the account.