Overview
This article explains Permissions and their purpose within Clubware.
The article is divided into the following three topics:
What are permissions
How to view permissions
Organisation level
What are permissions
Permissions are rights or privileges that provide or restrict access to specific parts of Clubware. Permissions cannot be applied directly to Staff members, however, combinations of Permissions (called Roles) can be applied to Staff members.
The Permissions available are:
Permission | Description |
---|---|
Access to group operations |
Yes - Staff members have access to Organisation level (light menu) |
Assign role Admin |
Staff members can give another Staff member an Admin Role |
Assign role Master Franchiser |
Staff members can give another Staff member a Master Franchiser Role |
Assign role Franchisee |
Staff members can give another Staff member a Franchisee Role |
Assign role Branch Manager |
Staff members can give another Staff member a Branch Manager Role |
Assign role Receptionist |
Staff members can give another Staff member a Receptionist Role |
Assign role PT |
Staff members can give another Staff member a PT Role |
Assign role Trade |
Staff members can give another Staff member a Trade Role |
Manage sessions |
Staff members can add, modify or remove a Session |
Manage member |
Staff members can add, modify or remove a Member |
Manage membership |
Staff members can add, modify or remove a Membership |
Manage classes |
Staff members can add, modify or remove a Class |
Manage staff member |
Staff members can add, modify or remove a Staff member |
Manage membership plan |
Staff members can add, modify or remove a Membership plan |
Manage payment option |
Staff members can add, modify or remove a Payment option |
Manage correspondence |
Staff members can add or remove Automated rules for SMS |
Manage branch group |
Staff members can add or modify a Branch group |
Manage product |
Staff members can add or modify a Product |
Manage product price |
Staff members can add or modify Product prices |
Manage sale |
Staff members can make Product sales at the Point-of-sale screen |
Change application settings |
Staff members can add or modify Permissions granted within Roles |
Bulk transfer |
Staff members can generate Transfer lists and Bulk Transfer Members from one Branch to another |
Run report |
Staff members can run Reports |
Send ad hoc SMS |
Staff members can send an individual Member an SMS (Text) message |
View members |
Staff members can view the Members screen |
View arrivals |
Staff members can view the Arrivals screen |
View membership plans |
Staff members can view the Membership plan screen |
View reports |
Staff members can view the Reports screen |
View staff members |
Staff members can view the Staff member screen |
View products |
Staff members can view the Products screen |
How to view permissions
Permissions are viewed at Organisation level:
Organisation level
To view Permissions:
Navigate to the Organisation level (light coloured menu)
Click on Management
Click on Roles setup
The Roles are displayed in alphabetical order, showing many Staff members are assigned each Role:
Click on the Role you wish to view Permissions for:
The Permissions for the Role are displayed: