Skip to main content
Must know
  • Hero uses the same permissions as the dashboard. Creating invoices needs the financials permission, changing enrollment needs the athletes-edit permission, and sending a campaign needs the communication-send permission.
  • A staff member without a permission simply doesn’t get that capability. Lookups they can’t access return a “you don’t have access” message instead of data.
  • Permission is checked again when you confirm a card — not only when Hero proposes it — so a grant that was revoked in between blocks the action at the last step.
  • Attaching and analyzing files requires the settings-edit permission. Staff without it won’t see the paperclip or the drag-and-drop area.
Hero isn’t a way around your access controls — it works within them. Every question it can answer and every change it can prepare is gated on the exact same permission as the corresponding dashboard screen.

​
Why capabilities differ

Because each capability is tied to a permission, two staff members can see very different versions of Hero:
  • A front-desk user might look up athletes and mark attendance but not touch invoices.
  • A finance admin can prepare invoices and record payments.
  • Someone with communication access can draft and send campaigns; someone without it can’t.
If you ask Hero to do something you don’t have permission for, it won’t offer that action, and lookups you can’t access return a plain “you don’t have access” message rather than the data.

​
Checked twice, for safety

When you click Confirm on a card, Hero re-checks your permission at that moment — not just when it first prepared the change. So if your access changed after the card appeared, the confirmation is still blocked.

​
When Hero shows the wrong access

If your role changed recently and Hero still seems to have your old access, sign out and sign back in. That refreshes your permissions everywhere, including in Hero. Related: What can Hero do, and what can’t it do? · How do I upload a file for Hero to read or analyze? · What happens when Hero prepares a change?