Admin Account Access Levels
Updated over a week ago

You must have Superuser access to modify access levels.

NOTE: If someone's logged in, including you, that person must sign out and back in to see access level changes.

To view a printable chart of all access levels, click here.

To change any of these settings:

  1. Click Org or Team Tools > Accounts from the left navigation menu.

  2. Click an account's name.

  3. Change any of the desired access levels.

    • There are Account Access Settings and Classes Access Settings sections in each account.

  4. When finished, click Save.

Account Status

The Account Status is not an admin level but determines whether an account can sign in. See Account and Member Status definitions.

Admin Level

The Admin Level gives overall access to areas of the system besides those covered by the other admin dropdowns. You generally set someone to at least Email/Print/Calendar to give them Admin access and possibly other admin dropdowns. However, you can make them strictly a Class Admin, for example.

  • Not an admin β€” Gives private access to one's account. They can view billing and service hours and edit their primary contact information but cannot edit any of their Admin Levels or turn off their membership.

  • Email/Print/Calendar β€” Basic admin privilege, which includes Not an admin function, with most account and member information hidden. Perfect for helping admins and volunteers manage communications (including adding Social Feed posts), reporting, and committing members to events.

  • Webmaster/Event - can control website content, including Social Feed and Org Resources. A webmaster is also an Event Signup Admin who manages all event signup activities, including the ability to sign up other accounts for jobs.

  • Superuser - Almost every feature except Billing, Service Hours Admin, and particular video and practice tools are available. Limit this level to only a few key team members, but no fewer than two. This level can:

    • Access Registration Admin, Class Admin, Bookings Admin, and Fundraising Admin.

    • Take attendance.

    • View and edit everything in Accounts and Members.

    • Edit and delete Social Feed posts.

    • And edit Org Profile & Settings.

Class Admin

  • Limited Access - This level has access to the following tabs: Settings, Classes, Students, and Instructors. The following limitations apply:

    • The Settings tab is view only.

    • No access to financials.

    • Cannot apply checks or refunds, except when moving a student to another class.

  • Intermediate Access - Do everything the Limited Access level can with these additional abilities.

    • Access to the Heat Map tab (if applicable.)

    • View invoices and account history.

    • Edit Student profile.

  • Full Access - Full access to all Classes System areas, the same as a Superuser.

  • Mobile Attendance - Allow for "Not an Admin" to take attendance in the mobile app without having access to account information.

  • Mobile Attendance/Message - Allow for "Not an Admin" to take attendance and message parents in the mobile app without having access to account information.

Bookings Admin

  • Full Access - Has Full access to all areas of the Bookings System, the same as a Superuser.

  • Instructor - Has access to a detailed view of all bookings and can view their appointment schedule and the instructor's report. The following limitations apply:

    • Cannot edit/remove/update appointments.

    • View Booking's payment plans.

    • View other instructor's appointments.

Fundraising Admin

Only visible on sites with the Fundraising platform.

  • Intermediate and Limited Access have the same privileges.

    • View Event Fundraising Setup with the added ability to upload event documents.

    • View Event Results

    • Setup incentives

    • Send Event Promotions

  • Full Access - The account can fully manage the Fundraising module.

Class Account Status

It is not an admin level, but it determines a Class Account's status for student enrollment and recurring billing status.

Financial Admin

  • Read Only - This is handy for Board Members and allows them to, under Billing Manager, view data and settings but not edit them.

  • Limited Access - Has access to register a member for Classes or Bookings, access the member's wallet to add or update payment method as needed, and view the member's billing summary. The account does not have access to Billing Manager.

  • Full Access - Can access and manage all areas in Billing Manager only, including Service Hours Admin, which is helpful for the Treasurer or Accountant.

Point of Sale Admin

There are three options to select from:

  • Inventory/Items Only - Has access to create/manage items and inventory management

  • Sales Only - This access level has access to sales and orders only, allowing the user to do new sales and returns.

  • Full Access - Account can fully manage Point of Sale.

POS Location Access Control -You can select what location(s) the user will have access to:

  • Full Access POS Admin - Will automatically have access to all locations.

  • Sales Only and Inventory/Items Only POS Admin - You can select what locations the user will have access to - with an option for all locations.

Coaching Tools Access

  • Assistant Coach - Besides video creation abilities, has access to schedule/edit their competitive practices and view others' practices.

  • Head Coach - Full access to all Coaching Tools and can edit practices others create.

Class Instructor

This checkbox is under the Instructor Access Settings section. When checked, the account can:

  • Be assigned as an instructor to classes.

  • Take attendance for classes.

When assigned to classes, they appear on the Classes > Class Registration page under Instructors.

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