What are the different user Roles and Permission Levels

Created by Paul Sherry, Modified on Wed, Oct 2, 2024 at 4:07 PM by Paul Sherry

Company Admin  

  • Complete, unrestricted access to see and edit all Company settings and reports at all Locations
  • Able to create users of all permission levels


Manager - Similar to Company Admin in many ways but restricted to specific, selected Locations with limited access to change high level settings.

  • Location access restricted to only the locations that the Company Admin has provided access to
  • Edit Company Settings
    • No access to edit Company level Settings
  • Edit Location Settings
    • No access to edit Location Settings
  • Resource Type Settings
    • No to Resource Type settings
  • Package Management
    • Full access to create and edit packages
  • Reporting
    • Full reporting access at the locations they have been provided access to
  • Membership Management
    • Full access to creating or editing Membership Types
    • Able to view and manage existing members
    • Able to sell in-person memberships
  • Advanced POS
    • Full access to POS terminal (when enabled) with screen lock PIN.
    • Authority to use manager code for approving discounts and comps
    • Full Access to menu management
    • Full access to POS Admin Setup
  • User Management
    • Able to create users off all permission levels *except for Company Admin


Assistant Manager (Advanced POS Only) - Similar to Manager level users but with no access to reporting.

  • Location access restricted to only the locations that the Company Admin has provided access to
  • Edit Company Settings
    • No access to edit Company level settings
  • Edit Location Settings
    • No access to edit Location level settings
  • Resource Type Settings
    • Read only access to Resource Type settings
  • Package Management
    • Read only access to package settings
  • Reporting
    • No Reporting Access
  • Membership Management (If Enabled)
    • No access to creating or editing Membership Types
    • Able to view and manage existing members
    • Able to sell in-person memberships
  • Advanced Point of Sale (If Enabled)
    • Access to POS terminal (when enabled) with screen lock PIN
    • Access to Transaction History
    • Full access to menu management
    • Full Only access to POS Admin Setup
  • User Management
    • No access to User management


Front Desk Staff - Intended to be used by staff who's main responsibility is reservation management on the calendar.

  • Location access restricted to only the locations that the Company Admin has provided access to
  • Edit Company Settings
    • No access to edit Company level settings
  • Edit Location Settings
    • No access to edit Location level settings
  • Resource Type Settings
    • Read only access to Resource Type settings
  • Package Management
    • Read only access to package settings
  • Reporting
    • No Reporting Access
  • Membership Management (If Enabled)
    • No access to creating or editing Membership Types
    • Able to view and manage existing members
    • Able to sell in-person memberships
  • Advanced Point of Sale (If Enabled)
    • Access to POS terminal (when enabled) with screen lock PIN
    • Access to Transaction History
    • No access to menu management
    • View Only access to POS Admin Setup
  • User Management
    • No access to User management


Server (Advanced POS Only)

  • Access restricted to ONLY the POS Terminal
    • No reservation management access
    • No admin setting access
    • Requires manager approval for comps and discounts


Bartender (Advanced POS Only) - Essentially the same permissions as the bartender except that bartender users have the ability to open cash drawers without a cash sale

  • Access restricted to ONLY the POS Terminal 
    • No reservation management access
    • No admin setting access
    • Requires manager approval for comps and discounts


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