Roles control which areas of your school staff can view or manage. The role editor shows permissions that apply to the features enabled for your school. A staff member can have multiple roles, so their access is the combination of those roles.
| Permission | What it allows |
|---|
| View Members (Basic) | View basic member information. |
| View Members (Full) | View full member information. This includes basic member access. |
| Create Member Interactions | Add interaction records to member profiles. This also includes full and basic member access. |
| Promote Memberships | Promote a member’s membership level. This also includes basic member access. |
| Manage Members | Manage member profiles. This also includes full and basic member access, interactions, and promotions. |
| View Programs | View programs. |
| Manage Programs | Manage programs. This also includes View Programs. |
| View Curriculum | View curriculum. |
| Manage Curriculum | Manage curriculum. This also includes View Curriculum. |
| Permission | What it allows |
|---|
| Manage Settings | Change school settings. |
| Manage Roles | Create and manage roles and staff access. This also includes Manage Settings. |
| Manage Schedules | Create and manage schedules. |
| Access Kiosk | Access the kiosk tools available to staff. |
| Manage Groups | Create and manage groups. |
| Manage Calendars | Manage school calendars. |
| View Bookings | View session bookings. |
| Manage Bookings | Manage bookings. This also includes View Bookings. |
| View Documents | View documents. |
| Manage Documents | Manage documents. This also includes View Documents. |
| View Gallery | View gallery items. |
| Manage Gallery | Manage gallery items. This also includes View Gallery. |
| Manage Workflows | Create and manage workflows. |
| Manage Shifts | Manage staff shifts. |
| Permission | What it allows |
|---|
| View Billing | View billing records. |
| Manage Billing | Manage billing records. This also includes View Billing. |
| View Reports | View reports. |
| View Financial Reports | View financial reports. This also includes View Reports. |
| Manage Reports | Create and manage custom reports. This also includes View Reports and View Financial Reports. |
| View Messages | View conversations and messages. |
| Manage Messages | Manage messages. This also includes View Messages. |
| View Event Log | View recorded school and member events. Event logs are currently in Beta and may be incomplete. |
| Permission | What it allows |
|---|
| View Products | View products. |
| Manage Products | Manage products. This also includes View Products. |
| Manage Purchase Orders | Manage purchase orders. |
| Manage Terminal | Manage payment-terminal settings and readers. |
| Permission | What it allows |
|---|
| Use Kai | Use Kai when it is enabled for the school. |
| Manage Kai | Manage Kai settings. This also includes Use Kai. |
Kai permissions do not independently grant access to member, billing, or other school records. Kai remains limited by the staff member’s other permissions. See Create a Custom Role and Kai Settings.
Some management permissions include their related view permission. The role editor selects those related permissions automatically. For example, Manage Billing also grants View Billing. Review all roles assigned to a staff member when checking their access.
School owners have owner-level access. For other staff, create roles around specific jobs and grant only the permissions needed. If a permission is missing from the editor, the related feature may not be enabled for the school.
