Staff Permissions - In Detail

Unsure what each permission allows staff to do? Below is a brief explanation of what each permission means and what it will do to your staff's accounts.

💡If a particular action isn't working as expected, it might be due to another permission affecting it. For instance, you will need the "See The Messages Section" permission to be able to "Delete Messages". If you need further assistance with a specific permission, please don't hesitate to reach out to us for help. We're here to assist you!

Staff Permissions		Description
Assignment	Create Assignments	Allows staff to assign payments
Assignment	Delete Assignments	Allows staff to unassign payments
Attendance	List Attendances / List Own Attendances	Allows staff to see all attendance / Allows staff to see their own class attendance
	Create Attendances / Create Own Attendances	Allows staff to add lesson(s) / Allows staff to add lessons to their own class only
	Update Attendances / Update Own Attendances	Allows staff to mark all attendance / Allows staff to mark their own class attendance
	Delete Attendances / Delete Own Attendances	Allows staff to delete students from the register / Allows staff to delete student(s) from their own class register
	View Customer Balance	Allows staff to see customer balance on the registers
Automated	Show Automated Reminders	Allows staff to see automated reminder settings (Billing > Settings > Reminders)
Automated	Update Automated Reminders	Allows staff to edit automated reminder settings
Backup	List Backups	Allows staff to see the backup list (Settings > Account > Backup)
Billing	See The Billing Section	Allows staff to see the billing section
Calendar	View Calendars	Allows staff to see the calendar section. The calendar will show all classes.
Class	List Classes	Allows staff to see the lesson list (Classes > Lessons Today)
	View Classes	Allows staff to see class details (basic information, lesson setup, etc.)
	Create Classes	Allows staff to create classes
	Update Classes	Allows staff to edit classes
	Delete Classes	Allows staff to delete classes
	Clone Classes	Allows staff to clone classes
	See Online Class Tab	Allows staff to access the 'Online Class' tab in class details
	Update Online Class Settings	Allows staff to update online class settings
	Attach A Product To A Class	Allows staff to attach product (Uniform tab)
	Detach A Product To A Class	Allows staff to detach product (Uniform tab)
Colour	List Colours	Allows staff to see class colours list (Classes > Settings > Colours)
	Update Colours	Allows staff to edit existing colours
	Delete Colours	Allows staff to delete existing colours
	Create Colours	Allows staff to create new colours
Company	View Companies	Allows staff to see company information (Settings > Company > Information)
Company	Update Companies	Allows staff to update company settings, billing settings > taxes, AutoPay, and GoCardless
Credit	View Credits	Allows staff to see available SMS credits
	Buy Credits	Allows staff to buy credits
	Use Credits	Allows staff to send SMS
Custom	List Custom Attributes	Allows staff to see custom attribute list
	Create Custom Attributes	Allows staff to create a custom attribute
	Show Custom Attributes	Allows staff to see custom attribute details
	Update Custom Attributes	Allows staff to edit custom attribute
	Delete Custom Attributes	Allows staff to delete custom attribute
Customer	List Customers	Allows staff to see customer list (Customers > View all)
	View Customers	Allows staff to see customer details
	Create Customers	Allows staff to create customer profile(s)
	Delete Customers	Allows staff to delete customer profile(s)
	Update Customers	Allows staff to edit customer profile(s)
	Customer_Request Payment Method	Allows staff to send request payment method email (Group Actions)
	Customer Csat	Allows staff to view Customer > Satisfaction (CSAT) section
	View Customer Map	Allows staff to view Customer > Customer Map
Database	List Changes	Allows staff to see the logs section
Digest	List Digests	Allows staff to see the digest plan list
	Create Digests	Allows staff to create new digest plan
	Update Digests	Allows staff to edit individual digests
	View Digests	Allows staff to view digest plans
	Delete Digests	Allows staff to delete digest plans
	Digests Settings	Allows staff to enable/disable digest emails
Discount	List Discounts	See Billing > Settings > Discount
	View Discounts	View discount settings
	Create Discounts	Allows staff to create additional discounts per customer
	Delete Discounts	Allows staff to delete additional discounts for customers
	Update Discounts	Allows staff to edit the discount table, preferences, and change the discount scheme
Email	List Emails	Allows staff to see email list
	View Emails	Allows staff to see email details
	Create Emails	Allows staff to create new emails
	Update Emails	Allows staff to edit emails
	Delete Emails	Allows staff to delete emails
	List Own Emails	Allows staff to see their own email list
	View Own Emails	Allows staff to see their own email details
	Create Own Emails	Allows staff to create their own emails
	Update Own Emails	Allows staff to edit their own emails
	Delete Own Emails	Allows staff to delete their own emails
Embed	View	Allows staff to access the embed section
	Update	Allows staff to access embed settings (update website domain)
	Generate Script For Embedded Website	Allows staff to generate script
Enrolment	Show Enrolment List	Allows staff to see the pending enrolment list
Enrolment	Approve Students In Enrolment List	Allows staff to approve/reject pending enrolments
File	List File	Allows staff to see files attached to customers, students, and staff
	Create File	Allows staff to upload files
	Update File	Allows staff to toggle shared files
	Show File	Allows staff to download attached files
	Delete File	Allows staff to delete files
Form	List Forms	Allows staff to see forms list
	Show Forms	Allows staff to see form details
	Create Forms	Allows staff to create a new form
	Update Forms	Allows staff to edit form
	Delete Forms	Allows staff to delete forms
GoCardless	Manage All GoCardless Settings	Allows staff to access GoCardless settings
GoCardless	Create And Manage Gocardless Mandates	Allows staff to set up direct debits
Holiday	List Holidays	Allows staff to see the holiday list
	Create Holidays	Allows staff to create holidays
	Show Holidays	Allows staff to see holiday details
	Update Holidays	Allows staff to edit existing holidays
	Delete Holidays	Allows staff to delete holidays
Invoice	List Invoices / List Own Invoices	Allows staff to see invoice list
	Create Invoices / Create Own Invoices	Allows staff to create invoices
	Update Invoices / Update Own Invoices	Allows staff to edit invoices
	View Invoices / View Own Invoices	Allows staff to see invoice details
	Delete Invoices / Delete Own Invoices	Allows staff to delete invoices
	Approve Invoices / Approve Own Invoices	Allows staff to approve invoices
	Refresh Invoices / Refresh Own Invoices	Allows staff to refresh the prices on invoices
	Pay Invoices / Pay Own Invoices	Allows staff to mark invoices as paid
	Create Invoices Additional	Allows staff to create one-off invoices for additional items
	Update Invoice Additional	Allows staff to edit additional invoices
	Delete Invoice Additional	Allows staff to delete additional invoices
	Send Uniform Email On Invoice	Allows staff to send the uniform email
Late	View Late Fee	Allows staff to see late fee settings
	Edit Late Fee	Allows staff to edit late fee settings
	Delete Late Fee	Allows staff to delete late fee
Lead	List Leads	Allows staff to see the leads list
	Show Leads	Allows staff to see the leads section
	Create Leads	Allows staff to create new leads
	Update Leads	Allows staff to edit lead details
	Leads_Convert	Allows staff to change lead status
	Delete Leads	Allows staff to delete lead
Lesson	List Lessons	Allows staff to see the lessons list (Classes > Lessons Today)
	Create Lessons	Allows staff to add lessons and create lesson setup
	Update Lessons	Allows staff to edit lesson setup, edit lesson date and time, change lesson to active/inactive
	View Lessons	Allows staff to see lesson details
	Delete Lessons	Allows staff to delete lesson
	List Lessons Related Lessons	Allows staff to view the lessons in the Lessons tab on class page
	Create Makeup Lesson	Allows staff to create makeup lesson
MailChimp	Enable Mailchimp	Allows staff to toggle on MailChimp integration
	Sync Mailchimp	Allows staff to sync customers to MailChimp
	View Mailchimp	Allows staff to see MailChimp section
Message	List Messages / List Own Messages	Allows staff to see messages list or just their own
	View Messages / View Own Messages	Allows staff to see message details or just their own
	Create Messages / Create Own Messages	Allows staff to create messages - menu visible Messages > Create; Allows staff to create from message list page
	Update Messages / Update Own Messages	Allows staff to edit draft messages or just their own draft messages
	Delete Messages / Delete Own Messages	Allows staff to delete messages or just their own
	Cancel Messages / Cancel Own Messages	Allows staff to cancel scheduled messages or just their own
	Send Messages / Send Own Messages	Allows staff to send messages or just their own
	See The Messages Section	Allows staff to see message details, and view the Messages section in the customer profile
	Create Signature / Create Own Signature	Allows staff to create signatures / Allows staff to create their own signature
	See Message Signature List / See Own Message Signature List	Allows staff to see the signature list (Messages > Signatures)
	Show Message Signature / Show Own Message Signature	Allows staff to add custom signature in compose pane / Allows staff to add their own custom signature
	Update Message Signature / Update Own Message Sig	Allows staff to edit signatures / Allows staff to edit own signatures only
	Delete Message Sig / Delete Own Message Sig	Allows staff to delete signatures / Allows staff to delete their own signature
Note	List Notes / List Own Notes	Allows staff to see the Notes section in the customer/student profile
	Create Notes / Create Own Notes	Allows staff to create notes
	Update Notes / Update Own Notes	Allows staff to edit notes / Or edit their own notes
	View Notes / View Own Notes	Allows staff to see note details or just their own notes
	Delete Notes / Delete Own Notes	Allows staff to delete notes or just their own notes
Notification	List Notifications	Allows staff to see the notification list (via the bell icon)
	Show Notifications	Allows staff to see notification details
	Read Notifications	Allows staff to mark notifications as read
	Update Notification Settings	Allows staff to access notification settings (Settings > Notifications)
Option	List Option	Allows staff to see default options
	Create Option	Allows staff to add options
	Update Option	Allows staff to edit default options
	View Option	Allows staff to see option details
	Delete Option	Allows staff to delete option
	List Option Types	Allows staff to see default options (Settings > Options & Custom attributes)
	Create Option Types	Allows staff to create new option type
	Update Option Types	Allows staff to edit option type
	Delete Option Types	Allows staff to delete option type
	Attach Option Types	Allows staff to attach the option type to objects, e.g. customer, student, etc.
	Detach Option Types	Allows staff to detach the option type to objects, e.g. customer, student, etc.
Package	List Package	Allows staff to see package list (Billing > Packages)
	Create Package	Allows staff to create new package
	Update Package	Allows staff to edit the package
	View Package	Allows staff to see the package detail
	Delete Package	Allows staff to delete a package
	Attach Class To Package	Allows staff to add classes to the package
	Detach Class From Package	Allows staff to remove classes from the package
	Attach Student To Package	Allows staff to add students to the package
	Detach Student From Package	Allows staff to remove students from the package
Pay As You Go	List PAYG	Allows staff to see PAYG list
	PAYG Settings	Allows staff to access PAYG settings
	View PAYG	Allows staff to see PAYG details
Payment	List Payments Or Credits / List Own Paments Or Credits	Allows staff to see the payment list
	Create Payments Or Credits / Create Own Payments Or Credits	Allows staff to add payments or credits and/or mark as paid
	Delete Payments Or Credits	Allows staff to delete payment or credit
	See Payments Or Credits	Allows staff to see payment or credit details
	List Payment Methods	Allows staff to see all available payment methods (Billing > Settings > Payment Methods)
	Update Payment Methods	Allows staff to edit, disable, and edit payment methods
	Create Payment Methods	Allows staff to add a custom payment method
	Delete Payment Methods	Allows staff to delete a custom payment method
	List Payment Plans	Allows staff to payment plan list
	Create Payment Plans	Allows staff to create payment plans
	Update Payment Plans	Allows staff to generate the next or all instalments, update the payment method, and mark payment plans inactive
	Show Payment Plans	Allows staff to see payment plan details
	Delete Payment Plans	Allows staff to delete payment plan
	Show Payment Plans Settings	Allows staff to see payment plan settings
	Update Payment Plan Settings	Allows staff to edit payment plan settings
	Charge Card Using Terminal	Allows staff to create payments using the terminal
Permission	View Default Permissions	Allows staff to see the default permissions (Staff > Default Permissions)
	Update Default Permissions	Allows staff to edit default permissions
	View Permissions	Allows staff to see individual staff permissions
	Update Permissions	Allows staff to edit individual staff permissions
	Reset Permission	Allows staff to reset to default permission
Phone	List Phone	Allows staff to see list of customer phone numbers
	View Phone	Allows staff to view the phone numbers
	Create Phone	Allows staff to create phone number record
	Update Phone	Allows staff to edit phone number
	Delete Phone	Allows staff to remove phone number
Point of Sale	List Orders	Allows staff to see the order list
	Create Orders	Allows staff to create new orders
	Update Orders	Allows staff to edit orders
	Show Orders	Allows staff to see order details
	Process Orders	Allows staff to generate invoices for complete orders
	Delete Orders	Allows staff to delete orders
	List Products	Allows staff to see product list
	Create Products	Allows staff to add new products
	Update Products	Allows staff to edit product details
	Show Products	Allows staff to see product details
	Delete Products	Allows staff to delete product
	Create Variations	Allows staff to create new variations
	Delete Variations	Allows staff to delete product variation
	Show Variations	Allows staff to see product options list (POS > Settings)
	Update Variations	Allows staff to edit product variation
	List Categories	Allows staff to see the category list
	Create Categories	Allows staff to create new categories
	Update Categories	Allows staff to activate/deactivate categories,
	Show Categories	Allows staff to see category details
	Delete Categories	Allows staff to delete categories;
	Attach Product To Category	Allows staff to attach products to a category
	Detach Product From Category	Allows staff to detach products from a category
	Dispatch Orders	Allows staff to mark orders as dispatched
	Update Epos Settings	Allows staff access to portal shop settings (POS > Settings > Settings)
Policy	View Policies	Allows staff to see company policy details (Terms and Conditions, Privacy Policy, and Online Video Disclaimer)
Policy	Update Policies	Allows staff to edit all policies
Portal	See The Portal Registration Section	Allows staff to access Customers > Portal Registrations section
	Invite Customer To Portal	Allows staff to send invites to the portal
	List Portal Notices	Allows staff to see the portal noticeboard list (Messages > Portal Noticeboard)
	Create Portal Notices	Allows staff to add a noticeboard post
	Update Portal Notices	Allows staff to edit a noticeboard post
	Show Portal Notices	Allows staff to see individual noticeboard post details
	Delete Portal Notices	Allows staff to delete noticeboard posts
Price	List Price	Allows staff to download price list
Recital	List Recital	Allows staff to see recital list (Classes > Recital Manager)
	Update Recital	Allows staff to edit recital
	Create Recital	Allows staff to create new recital
	View Recital	Allows staff to see recital details
	Delete Recital	Allows staff to delete recital
	Recital Settings	Allows staff to see recital settings
Recurring	List Recurring Charge	Allows staff to see the recurring charges section (Billing > Recurring Charges)
	Create Recurring Charge	Allows staff to create new recurring charges
	Show Recurring Charge	Allows staff to see individual recurring charge details
	Delete Recurring Charge	Allows staff to delete recurring charges
	Update Recurring Charge Settings	Allows staff access to recurring charge settings (Billing > Recurring Charges > Settings)
Referral	List Referral	Allows staff to see the referrals list (Settings > Account > Referrals)
Referral	Apply Referrals Coupon	Allows staff to view referrals
Report	Show Reports	Allows staff to see Reports section; also Allows staff AutoPay Report
Report	The Rest	Allows staff access to individual reports
Season	List Seasons	Allows staff to see season list (Classes > View All)
	Create Seasons	Allows staff to create a new season
	Update Seasons	Allows staff to update season details
	Show Seasons	Allows staff to see season details
	Delete Seasons	Allows staff to delete a season
Setting	See The Settings Section	Allows staff to see Settings
SMS	List Sms	Allows staff to access SMS message list (Messages > View SMS)
	View Sms	Allows staff to view individual SMS
	Create Sms	Allows staff to create a new SMS
	Update Sms	Allows staff to edit draft SMS
	Delete Sms	Allows staff to delete SMS
	Send Sms	Allows staff to send SMS
	Clone Sms	Allows staff to clone SMS
Staff	List Staff	Allows staff to see staff list (Staff > View All)
	Create Staff	Allows staff to create new staff profile
	Update Staff	Allows staff to edit staff profile
	View Staff	Allows staff to see individual staff profile
	Delete Staff	Allows staff to delete staff profiles
Student	List Students / List Own Students	Allows staff to see student list (Students > View All)
	Create Students / Create Own Students	Allows staff to create a student profile
	Update Students / Update Own Students	Allows staff to edit a student profile and update student settings
	View Students /View Own Students	Allows staff to see individual student details
	Delete Students / Delete Own Students	Allows staff to delete student profiles
	Attach Students To Class	Allows staff to attach students to class
	Detach Students From Class	Allows staff to detach students to class
	Move Students To Class Waiting List	Allows staff to move a student to the waiting list
	Move Students From Class Waiting List	Allows staff to move students from the waiting list
	Move Student To Class	Allows staff to move students to another class
	Students Settings	Allows staff to update student settings (Discountable/Non-Discountable)
Taggable	View Taggable	Allows staff to see tags section (Customer, Student, Staff, Classes)
	Create Taggable	Allows staff to create new tags
	Update Taggable	Allows staff to edit tags
	Delete Taggable	Allows staff to delete tags
Template	List Template	Allows staff to see Messages > Email Templates section
	Create Template	Allows staff to create new email templates templates, create new custom email templates, edit system email templates, edit existing custom templates
	Delete Template	Allows staff to delete email templates
Trial	List Trials	Allows staff to see lesson trials list (Classes > Trials)
	Create Trials	Allows staff to add new trials
	Update Trials	Allows staff to edit trial
	View Trials	Allows staff to see trial details
	Delete Trials	Allows staff to cancel trials
	List Trial Registrations	Allows staff to see Customer/ Student > Trial Registrations list
	Approve Trial Registrations	Allows staff to approve customer or student trial registrations
	Trials Settings	Allows staff to see and update trial settings (Classes > Trials > Settings)
User	View User	Allows staff to access User Settings (name on upper right corner > User Settings or Settings > Account > User)
	Update User	Allows staff to edit User Settings
	Update User Password	Allows staff to change user password
	List User Subscription	Allows staff to see subscription details
Venue	List Venue	Allows staff to see venue list (Settings > Venues > View All)
	Create Venue	Allows staff to create new venue
	Update Venue	Allows staff to edit venue details
	View Venue	Allows staff to see venue details
	Delete Venue	Allows staff to delete venue
	List Venue And Related Rooms	Allows staff to see rooms list
	Create Venue And Related Rooms	Allows staff to create new rooms
	Update Venue And Related Rooms	Allows staff to edit room details
	View Venue And Related Rooms	Allows staff to see room details
	Delete Venue Related Rooms	Allows staff to delete a room
Waiting List	Show Waiting List	Allows staff to see waiting list (Classes > Waiting List)
Waiting List	Approve Students On Waiting List	Allows staff to attach students to the class
Widget	See The Customers Widget	Customers widget visible - displays the total number of customers, any pending registrations, etc.
	See The Payment Widget	Payments widget will be visible - displays total payments of the current month, any new payments, etc.
	See The Outstanding Invoices Widget	Outstanding invoices will be visible - displays total outstanding invoices amount, shows a small list of outstanding customer invoices, status, and amount
	See The Lessons Widget	Upcoming lessons widget will be visible - displays today's or this week's lessons, their own upcoming or all upcoming lessons
	See The Birthday Widget	Upcoming birthdays widget will be visible - displays any upcoming student birthdays
	See The Portal Widget	My portal widget will be visible - displays the percentage of customers that are active in the portal and has the login link, register link, class enrolment link, and staff link
	See The Students Widget	Students widget will be visible - displays the total number of students and any pending enrolments
	See The Referral Widget	Refer and earn widget will be visible - see total referred and total qualified and has the referral link
	See The Staff Widget	Staff widget will be visible - displays total active staff, create new staff
	See The Smart Search Widget	Smart search widget will be visible - to quickly find anything in your entire Class Manager database
	See Favourite Reports Widget	Favourite reports widget - displays all reports that you've marked as favourite
	Widget Customer Map	Customer Mapp widget - displays a map of your
Xero	View Xero	Allows staff to see Xero connection settings (Settings > Integrations > Xero)
	Connect Xero	Allows staff to connect to Xero account
	Sync Xero	Allows staff to sync invoices to Xero
Zapier	View Zapier	Allows staff to see Zapier integration (available with Growth Plan)