Staff Roles and Default Permissions

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This article explains what each default permission controls and where you can find the related feature in Glofox.

Please note:

The access shown in this article is the default access for each role. What a staff member can see or do may also vary by subscription, branch configuration, role, and any permission overrides applied to your account.

Use the headings below to jump to a specific area. You can also use Ctrl+F on Windows or Cmd+F on Mac to find a permission quickly.

Staff roles

  • Super Admin
  • Admin
  • Receptionist
  • Trainer

How to read the tables

Each row shows the permission, what it allows staff to do, and the default access for each role. Where access is limited or has an important product condition, that limitation is described in the permission row.

Customer navigation

The article follows the Dashboard areas you use to find these features. Some technical permissions are grouped together when they appear in the same customer-facing area.

Headings

Click each heading to navigate directly to that section.

Home

Calendar

The shared calendar shows classes, courses, appointments, and other scheduled events. Trainer access can be limited to their own classes.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Courses Calendar Access and manage courses shown in the shared Calendar. Full access Full access Full access Full access
Classes Calendar Access and manage classes shown in the shared Calendar. Full access Full access Full access Full access
Bulk Send Message Send a message in bulk to everyone on a class list. Create Create Create No access

Access

These permissions relate to the Attendance settings link and the Door column in the live Access list. The Home > Access page itself is controlled by branch configuration and role, not these permissions.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Access List Heading Door Show the Door column on the live Access list. No access No access No access No access

Tasks

Controls task management.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Tasks Management Create, view, and edit tasks. Create, view, and edit Create, view, and edit Create, view, and edit Create, view, and edit

Manage

Leads

Controls lead management and lead capture.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Leads Create and view leads. Create and view Create and view Create and view No access
Leads Export Export lead data. View View View No access
Leads Sources Capture Create, view, edit, and delete lead-source capture settings. Full access Full access Full access No access

Clients

Controls client records and client-related actions.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Clients View client records. View View View No access
Clients Export Export the client/member list. View View View No access
Custom Charges Create, view, edit, and delete custom charges from the client panel. Full access Full access Full access Full access
Complimentary Funds Add complimentary funds to a member account balance. Full access Full access Full access Full access

Classes

Controls class setup and class detail access.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Classes Create, view, edit, and delete classes. Full access Full access No access No access
Classes Basic Edit basic class information such as name, description, type, and categories. Edit Edit No access No access
Classes Details Tab View the Details tab on class detail pages and access Manage Spots where applicable. View View View View

Courses

Controls course setup and course detail access.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Courses Create, view, edit, and delete courses. Full access Full access No access No access
Courses Details Tab View the Details tab when viewing or creating a course. View View View View

Facilities

Controls facility setup.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Facilities Create, view, edit, and delete facilities. Full access Full access No access No access

Store

Controls store catalog and retail pricing. Home > Store Sales is a sales log only.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Store Create and manage store items in the store catalog. Full access Full access Full access No access
Retail Price Edit the retail price field on store products. Edit Edit Edit Edit

Services

Controls memberships, credit packs, and add-ons.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Membership Plans Create, view, edit, and delete membership plans. Full access Full access No access No access
Add Ons Plans Create, view, edit, and delete add-on plans. Full access Full access No access No access
Membership Plan Price Edit membership plan pricing. Edit Edit No access No access
Membership Plan Joining Fee Edit joining fees for membership plans. Edit Edit No access No access
Membership Plan Gift First Period Edit the gift-first-period setting for membership plans. Edit Edit No access No access

Discounts

Controls discounts and promo codes.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Discounts Create, edit, and delete discounts and promo codes (Super Admin); view discounts (Admin). Full access View No access No access

Connect

Campaigns

Controls one-off campaigns and email templates.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
One Off Emails Create, view, edit, and delete one-off email campaigns. Full access Full access No access No access
Email Templates Create, view, and delete email templates. Create, view, and delete Create, view, and delete No access No access

Automations

Controls automated messages and workflow steps.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Automated Messages Create, view, edit, and delete automated messages. Full access Full access No access No access
Automated Messages - Members Expiring Create, view, edit, and delete the Members Expiring automation. Full access Full access No access No access
Automated Messages - Steps Create, view, edit, and delete automation steps. Full access Full access No access No access

SMS

Controls SMS access and SMS credit purchasing.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
SMS Connect Tab Access View the SMS area. View View No access No access
Purchase SMS Credit Purchase SMS credit. Edit Edit No access No access

Community

Controls Community announcements.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Announcements Create, view, edit, and delete Community content. Full access Full access No access No access

Push Notifications

Controls push notification creation and viewing.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Notifications Create and view push notifications (Receptionist can create them). Create and view Create and view Create No access

Conversations

Controls two-way SMS conversations.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Conversations Create and view two-way SMS conversations. Create and view Create and view Create and view No access

Audiences

Controls audience groups used for campaigns.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Audiences Create, view, edit, and delete audiences used for campaigns. Full access Full access No access No access

Lead Sources

Controls lead-source management.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Leads Sources Management Create, view, edit, and delete lead sources. Full access Full access No access No access

Tags

Controls tags used across the Dashboard.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Tags Create, view, and edit tags. Full access Full access View and edit View and edit

Reports

Membership

Controls member reports in Reports.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Members View the Members report. View View View No access
Members Export Export member data from the Members report. View View View No access

Revenue

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Sales Report View the Sales Report in the separate Insights reporting tool. View View No access No access
Payouts Report View the Payouts Report in Insights. View View No access No access
Money Owed Report View the Money Owed Report in Insights. View View View No access
Failed Payments Report View the Failed Payments Report in Insights. View View View No access
Transactions Report View the Transactions Report in Insights. View View No access No access
Scheduled Revenue Report View the Scheduled Revenue Report in Insights. View View No access No access
Account Balance View the Account Balance report in Insights. View View No access No access

Settings

Studio

Controls studio settings.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Studio View and edit studio settings. View and edit View and edit No access No access

Payments

Controls payment settings and forms. Forms are used for waivers, terms and conditions, and related documents.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Settings Payments View and edit payment settings. View and edit View and edit No access No access

Clients

Controls client records and client-related actions.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Clients Settings View and edit client-related settings. View and edit View and edit No access No access

Booking

Controls booking settings.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Booking Settings View and edit booking settings. View and edit View and edit No access No access

Memberships + Credit Packs

Controls membership and credit-pack settings.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Settings Memberships Enable or disable Member self-pause. View and edit View and edit No access No access

Attendance policy

Controls attendance policy settings, including no-show and late-cancellation rules.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Attendance Policy Settings Create, view, and edit attendance policy settings, including no-show and late-cancellation rules. Create, view, and edit Create, view, and edit No access No access

Forms

Controls forms such as waivers and terms and conditions.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Forms Create, view, and edit waivers, terms and conditions, and related form questions. Create, view, and edit Create, view, and edit No access No access

Integrations

Controls integration settings.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Integrations Settings View and edit integration settings. View and edit View and edit No access No access

Tax

Controls tax settings.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Tax Settings View and edit tax settings. View and edit View and edit No access No access

Fees

Controls fees and maintenance fee definitions.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Fees Settings View and edit fees settings, including non-sufficient-funds and maintenance-fee settings. View and edit View and edit No access No access
Maintenance Fee Definitions Create, view, edit, and delete maintenance fee definitions (Super Admin); view them (Admin). Full access View No access No access

Additional Settings

Member App

Controls Member App branding and configuration.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Member App Branding View and edit the Member App branding and configuration. View and edit View and edit No access No access

Dictionary

Controls platform terminology.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Dictionary View and edit platform terminology. View and edit View and edit No access No access

Website Integration

Controls website integration branding and configuration.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Website Integration Branding View and edit the website integration branding and configuration. View and edit View and edit No access No access

Attendance

Controls the Attendance settings link in the additional settings menu.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Attendance View the Attendance settings link in the right-hand header menu. View View No access No access

Cart

Checkout

Controls pricing and complimentary/joining-fee settings used in checkout.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Cart Pricing Edit cart pricing during checkout. Edit Edit Edit No access
Cart Joining Fee Override joining fee during checkout. Full access Full access Full access Full access
Cart Complimentary Payment Method Use the complimentary payment method during checkout. Full access Full access Full access Full access

Misc

Global Search

Controls access to Global Search.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Global Search Use the global search bar available throughout Glofox. View View View No access

Bulk Updates

Controls access to Bulk Updates; no role receives this permission by default.

Permission Allows staff to... Super Admin Admin Receptionist Trainer
Bulk Updates Create, view, edit, and delete bulk update jobs and view bulk update request history. No access No access No access No access
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