Getting Started With Staff and Permissions

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This article will take you through; 

  1. What staff roles are available to me?
  2. How to add a staff Member
  3. Next steps and additional support

What staff roles are available to me?

Each staff member can log into the Glofox dashboard using their staff profile email and the password created while setting them up. However, not all staff members have access to the same sections of the dashboard. Staff members are restricted based on the role allocated to them during the set up of their accounts.

By allocating roles to your team, you can ensure that everybody has access to the parts of the dashboard they need to carry out their duties efficiently, without complicating things for everybody.

Roles include;

Super Admin

Super Admins Can Super Admins Cannot
Those allocated with the 'Admin' role have access to all functions of your Glofox dashboard, including the reporting section. This includes creating classes, courses, trainer schedules, memberships, etc. A 'Super Admin' also has the ability to set themselves and other 'Admins' as 'Roaming' if you have multiple studios set up on Glofox.

Admins

Admins Can Admins Cannot
Like 'Super Admins', those allocated with the 'Admin' role have access to all functions of your Glofox Dashboard, including the reporting section. This includes the ability to create;
  • Classes
  • Courses
  • Trainer schedules
  • Memberships, etc.

Receptionist

Receptionists Can Receptionists Cannot
  • Book clients into any class
  • Add client profiles
  • Edit client profiles
  • Send push notifications and SMS messages
  • Sell memberships and products
  • Delete classes and trainer appointments from the schedule

 Those allocated with the role of 'Receptionist' have slight restrictions on their access to the dashboard.

Trainers

Trainers Can Trainers Cannot
  • View the classes they are assigned to
  • Book members into their own classes
  • Post-class news and updates
  • Send a Push Notification to a Class, Course or Appointment slot that they are assigned to

 

How to add a staff Member

Adding a member of staff to Glofox is really simple, to do so, follow these steps; 

  1. Go to click the 'Manage' tab
  2. Click on the 'Trainers' tab
  3. Click 'Add' button
  4. The default user role when creating a new one is 'Admin', click the drop-down if you wish to add a Receptionist or Trainer
  5. Fill in the rest of the user details (name, phone number, email, password, etc) 
  6. Click the 'Save' button

addadmin.gif

Please note;

All users on Glofox must have a unique phone number and email address. This includes Admin, Trainer, Receptionist, and Clients. If you want your staff to have more than one role, e.g. a Receptionist and a Trainer, you will need to set them up with a second account using another email.

Next steps and additional support

Find out how to delete, replace and restore staff members below;

For additional support, reach out to [email protected], and we will be happy to assist you. 

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Comments

8 comments
  • I want to log my staff members in to classes - do they need 2 accounts?
    One as client, one as staff?

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  • Hello John, If I'm understanding correctly you want your Staff to be able to participate in classes? If so then yes, they would also need a client profile. Hopefully, that clears things up a little bit. If not feel free to reach out to [email protected] and we will be happy to assist you further.

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  • Hi there, the Admin & Super Admin are also trainers at our studio - can staff have more than one role?

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  • Hello Tani, to do this you'll need to set your staff member up with a second account using another email address. More information on how to set up Staff is available here: https://support.glofox.com/hc/en-us/articles/360005380837

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  • Hello, are setting up my new glofox account now... An Super-Admin(me), Admin, Receptionist and Trainers are also clients, we all need to create a client profile right...? The Trainer has very limited access as a "trainer", in order to get them more access, can I assign them both Receptionists and Trainer at the same time, and how will this work in glfox Pro?

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  • Hello, yes that's right. You need a separate email address for each user. So a Trainer that is also a Client and a Receptionist will need 3 separate accounts with a unique email address on each one. However, you might find that once the Trainer profile is set up, that person won't need to log in as a Trainer too often if they also have a Receptionist account. I hope that clears things up, if you require more information please don't hesitate to get in touch [email protected]. Thank you.

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  • How do staff login to Glofox once they are already in the system?

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  • Hello Jodi, they search for their studio on the platform and then log in with the email address used to sign them up. The admin that set them up will have also set a password up for them. If you have any issues reach out to [email protected], thank you.

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