Getting Started With Staff and Permissions

Follow

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, pay rates, 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.
  • Pay rates

Receptionist

Receptionists Can Receptionists Cannot
  • Book members into any class
  • Check-in all or one member into a class
  • View those booked, on the waiting list, or cancelled a class
  • Add members
  • Edit member profiles
  • See transaction history and make refunds
  • Add interactions for members
  • Post news and updates
  • Send push notifications and SMS messages
  • Sell memberships and products
  • Add or delete payment methods
  • Pause or cancel memberships
  • View certain reports 
  • 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 a class they are assigned to
  • Post news and updates
  • Add interactions for members
  • Check-in all or one member into a class they are assigned to
  • View those booked, on the waiting list, or cancelled a class for a class they are assigned to
  • Send a Push Notification or SMS 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

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.
  • Trainers cannot be both roaming and bookable. If a trainer is set up to roam, they will be unable to be booked.

Next steps and additional support

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

For additional support, reach out to support@glofox.com, and we will be happy to assist you. 

Was this article helpful?
13 out of 20 found this helpful