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Must know
  • Managing staff roles is an admin task — inviting or editing staff needs the Create Staff / Edit Staff permission.
  • Staff shift scheduling (the My Organization → Schedules page) uses the same granular toggles as staff management: View Staff unlocks the schedule and its staff list, and Edit Staff lets you create, edit, and delete shifts. A Custom-role member with those toggles can run Schedules without being an Admin.
  • Permissions for feature-gated areas (Training, Events, Communication, Time Tracking, Incidents) only appear and take effect once that feature is enabled on your plan.
Every staff member has one role plus a set of permissions. A role is really a template that pre-fills permissions; you then tailor the exact access with individual toggles. The five roles
  • Admin — full access to every setting, staff management, and financials.
  • Coach — manage athletes and training, view and run classes and events.
  • Accountant — financial overview, transactions, and reports.
  • Volunteer — limited access, such as viewing schedules and attendance.
  • Custom — start from nothing (or an edited template) and grant exactly what you choose.
Build a custom permission set When you invite or edit a member, pick the closest Role Template, then switch Granular Permissions on or off. Permissions are grouped by area: General, Athletes, Families, Training, Events, Coaching, Financials, Staff, Communication, Time Tracking, and Incidents. If you clear every toggle, that person is blocked from the permission-gated areas (such as Incidents, Staff, Settings, the dashboard home, and the financial overview) and from any create, edit, or delete action that checks a permission — only a couple of read-only pages, the athlete directory and announcements, stay viewable. Reports are the exception: with zero permissions every report is filtered out and the Reports page shows “No reports are available yet,” so grant at least one permission to restore it. Admins hold everything by default. To change someone later, open their row on the Staff page and choose Edit Permissions, or open their profile and change the Role directly. Saved from a member’s Profile & Permissions tab, role and permission changes take effect the next time the person loads a page — they don’t need to sign out and back in. Related: Invite a staff member · Deactivate or remove a staff member