Security Roles

The Security feature allows you to grant or restrict access to certain areas within Membership and Operations that may contain sensitive information. You can create security roles to determine which of your employees can view, create, modify, or perform overrides in these areas.

Security roles are divided into sections that are associated with Membership and Operations modules such as Employee, Inventory, Members, POS, and Scheduling. Within each section are individual security functions. Each function controls the ability to perform a specific action.

See the Security Roles Table for a list of all security roles.

The ability to create or modify security roles is governed by Security Role Security.

This section provides step-by-step instructions to:

Create a Security Role

Edit a Security Role

Copy a Security Role

Delete a Security Role

Select Security Roles for an Employee

For information about specific security role functions, see the following topics:

Locker Security Role Functions

Member Facing Security Role Functions

PDF Security Role Functions

Sales Commission Security Role Functions

Scheduling Security Role Functions

Scheduling Association Security Role Functions

Security Role Security

Tiered Sales Commission Security Role Functions

Timesheet Security Role Functions

User Defined Field Security Role Functions