> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I set staff roles and permissions?

> Understand the five staff roles and build a custom permission set from the granular catalog.

<Note>
  **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.
</Note>

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](/club/staff-operations/invite-a-staff-member) · [Deactivate or remove a staff member](/club/staff-operations/deactivate-or-remove-staff)