Why does Hero offer fewer capabilities to some staff members?

Why it happens. Hero only offers what each staff member’s role allows and what your club has turned on, so two staff members can get different answers to the same request. Staff only. Hero is for staff on the admin dashboard. Someone who signs in only as a guardian can’t use it, and the coach portal and family portal have no Hero.

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What Hero says when you lack access

How Hero declines. On every message, Hero knows which permissions your role lacks and which features are off for your club. It turns those requests down up front, names the missing permission as the roles editor labels it (for example Create Financials), and doesn’t link settings pages for features your club doesn’t have. Hero says “you don’t have access” only when it tries to look something up and is blocked. Not sure what you can do? Ask Hero “what can you do?” It lists what you can use and what your role lacks.

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Which permission each action needs

Where Hero differs from the dashboard. Inviting a guardian through Hero needs Create Staff, while adding a guardian on the admin dashboard needs Create Families. Creating or editing a punch card type through Hero needs Create Training or Edit Training, while the dashboard needs Create Financials or Edit Financials. Memberships and passes use Training permissions in both places. Actions that need two permissions.

• Cancelling a paid session with refunds needs Edit Training and Edit Financials. Without Edit Financials, the confirmation only cancels and warns that a colleague with billing access can issue credits from the Sessions page.
• Granting a membership needs Edit Training. Charging the family for it, rather than granting it as a comp, also needs Create Financials.

Club settings answers. They need View Settings. The payment schedule and payment processing answers also need View Financials; without it Hero says you don’t have access to those two. The page you have open. Hero uses it as context only if you hold the permission for that kind of record. Attaching files. Staff without Edit Settings get no paperclip or drop area, though the message box still says “Message Hero, or drop a file…”. The Ask Hero card on the Home page can’t take files. Attach them in the Hero panel or in full-page Hero.

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Hero checks again when you confirm

If your access changes before you confirm. Hero checks your permission again when you confirm. If your access was removed in between, the card shows “You don’t have permission to do that.” Losing Edit Financials before you confirm a cancellation with refunds gives the same message. Ask Hero again to cancel without refunds. Button labels. Most confirmation buttons use the action’s verb, such as Enroll athlete or Record payment. Only actions with no matching verb say Confirm. Where refusals show up. When you’re turned down because you lack the action’s permission, or because only Uplifter can confirm it, the refusal is recorded as a “Hero proposal” entry in the Activity log, which only admins can see.

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Imports need Uplifter

You can prepare an import, not confirm it. A club admin with Edit Settings can attach a file and get an import confirmation. Only Uplifter can confirm it. When you select Import batch, you see “You don’t have permission to do that.” Hero doesn’t warn you beforehand. See Can Hero prepare an import for my club?.

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When someone’s role changes

Role changes. A change to a staff member’s role or permissions applies on their next request, in Hero and on the dashboard. No sign-out needed. Related: What can Hero do, and what can’t it do? · What happens when Hero prepares a change (nothing changes until you confirm)? · Can Hero prepare an import for my club? · How do I set staff roles and permissions?