Security Role Functions

Each user has a security role that is assigned when that user is created as an employee. Security roles allow control of the pages and functionality to which the currently logged-in user has access.

For each security role, each security role function is set either to Yes (access is allowed) or No (access is restricted).

Several default security roles are defined in Membership and Operations, but you can create custom security roles. For example, a user with the default security role Front Desk can view the Agreements page (Agreements - Access: Yes), but cannot approve any agreements (Agreements Approve - PerformNo).

The following is a detailed list of all security role functions that can be configured, along with whether the default system security roles allow that function.

 

Security Role Functions              
Ignite              
ABC Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Allowed to Contact ABC Allows the user the ability to contact ABC. Yes Yes Yes Yes Yes Yes
Allowed to Request Custom Reports Allows the user the ability to request custom reports.  No No No No Yes Yes
Allowed to Request DataTrak Shortcuts Allows the user the ability to request Membership and Operations shortcuts (installation on other computers). No No No No Yes Yes
Allowed to Request Early Deposits Allows the user the ability to request early deposits. No No No No Yes Yes
Allowed to Request Mass Member Changes Allows the user the ability to request mass member changes. No No No No Yes Yes
Club Billing - Information Only Allows the user the ability to obtain club billing information (information only). No No No No Yes Yes
Edit ABC Club Information Allows the user the ability to edit ABC Club information. No No No No Yes Yes
Member Data - Information Only Allows the user the ability to access member data (Information only). Yes Yes Yes Yes Yes Yes
Access Control Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Door Access Control Admin Allows the user to use the Access Doors module. No No No Yes Yes Yes
Alert Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Alert Types - Access Allows the user the ability to view the Manage Alert Types Page.  No No No No Yes Yes
Alert Types - Edit Allows the user the ability to edit the alert types on the manage alerts Page.  No No No No Yes Yes
Branding Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Brands - Access Allows user to the ability to access the Club Branding  & Logos as shown in Membership and Operations. No No No No Yes Yes
Brands - Create Allows user the ability to create a Club Branding  and Logo template. No No No No Yes Yes
Brands - Edit Allows user the ability to edit existing Club Branding  and Logo templates. No No No No Yes Yes
Color Schemes - Access Allows user the ability to access color schemes for text, buttons, and backgrounds in Membership and Operations. No No No No Yes Yes
Color Schemes - Create Allows user the ability to create new club color schemes. No No No No Yes Yes
Color Schemes - Edit Allows user the ability to edit existing club color schemes. No No No No Yes Yes
Check In Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Access Control Events - Access Allows the user to made changes in the member's access to the club. No No No No Yes Yes
Access Control Events - Inactivate Allows the user to deactivate access control events. No No No No Yes Yes
Alerts - Access Allows user the ability to access club alerts which show when all members check in. No Yes Yes No Yes Yes
Alerts Club - Create Allows user the ability to create club alerts which show when all members check in. No No No No No No
Alerts Club - Edit Allows user the ability to edit existing club alerts which show when all members check in. No No No No No No
Alerts Member/Prospect - Create Allows user the ability to create check in alerts in the member's profile from the Check In screen.  No Yes Yes No Yes Yes
Alerts Member/Prospect - Delete Allows user the ability to delete check in alerts in the member's profile. No No No No Yes Yes
Alerts Member/Prospect - Edit Allows user the ability to edit existing alerts in a member's profile. No Yes Yes No Yes Yes
Check In - Delete Allows user the ability to delete member check ins. No Yes Yes No Yes Yes
Check In Attended - Access Allows user the ability to access the attended check in page. Yes Yes Yes Yes Yes Yes
Check In Display - Access Allows user the ability to access the check in display section on the attended check in page. Yes Yes Yes Yes Yes Yes
Check In Unattended - Access Allows user the ability to access the Unattended Check In page. No No No Yes Yes Yes
Employee Alerts - Access Allows user the ability to access the alerts page for employees. Yes Yes Yes No Yes Yes
Employee Alerts - Create Allows user the ability to create alerts for employees. No No No No Yes Yes
Employee Alerts - Edit Allows user the ability to edit alerts for employees. No No No No Yes Yes
Remote Check In - Access Allows user the ability to access check ins from remote locations. No No No No Yes Yes
Remote Check In - Delete Allows user to delete check ins from remote locations. No No No No Yes Yes
Kids Club Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Child - Access Allows user the ability to access check ins from the Kids Club. Yes Yes Yes No Yes Yes
Child Check In - Perform Allows user the ability to perform check ins for the Kids Club. Yes Yes Yes No Yes Yes
Child Check Out - Perform Allows user the ability to perform check outs for the Kids Club. Yes Yes Yes No Yes Yes
Child Record - Edit Allows user the ability to perform check in/out edits for the Kids Club. Yes Yes Yes No Yes Yes
Dashboard Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Copy to Clipboard - Perform Allows user the ability to copy Dashboard information to your computer's clipboard for pasting into Excel. No No No No Yes Yes
Dashboard - Access Allows user the ability to access the Dashboard page. No No No No Yes Yes
Edit Options - Perform Allows user the ability to edit the Dashboard page. No No No No Yes Yes
Other Employee Information - View Allows user the ability to access the Employee information on the Dashboard page. No No No No Yes Yes
Print - Perform Allows user the ability to print information from the Dashboard page. No No No No Yes Yes
View Menu - Perform Allows user the ability to view the pop-out menu information from the Dashboard page. No No No No Yes Yes
Dashboard Favorites Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Delete - Perform Allows user the ability to delete user favorites in the menu on the Dashboard page. No No No No Yes Yes
Load - Perform Allows user the ability to load user favorites in the menu on the Dashboard page. No No No No Yes Yes
Manage - Perform Allows user the ability to manage user favorites in the menu on the Dashboard page. No No No No Yes Yes
Save - Perform Allows user the ability to save user favorites in the menu on the Dashboard page. No No No No Yes Yes
Set Default - Perform Allows user the ability to set user favorites as defaults in the menu on the Dashboard page. No No No No Yes Yes
Dashboard Display Items Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
abc Billing - Access Allows user the ability to access the ABC Billing Display Item on the Dashboard page. No No No No Yes Yes
abc Billing Trends - Access Allows the user the ability to view the abc billing trends display item. No No No No Yes Yes
Actual vs Goal - Access Allows user the ability to access the Actual vs Goal Display Item on the Dashboard page. No No No No Yes Yes
Agreement by Source - Access Allows the user the ability to view the Agreements by source display item. No No No No Yes Yes
Agreement Queues - Access Allows the user the ability to view the Agreement Queues display item. No No No No Yes Yes
Agreement Summary - Access Allows the user the ability to view the Agreement Summary display item. No No No No Yes Yes
Check Ins - Access Allows user the ability to access the Check In Display Item on the Dashboard page. No No No No Yes Yes
Commission Overrides - Access Allows user the ability to access the Commission Overrides Display Item on the Dashboard page. No No No No Yes Yes
Commissions - Access Allows user the ability to access the Commission Display Item on the Dashboard page. No No No No Yes Yes
Electronic Agreements - Access Allows user the ability to access the Agreements Display Item on the Dashboard page. No No No No Yes Yes
Employee Schedule - Access Allows user the ability to access the Employee Schedule Display Item on the Dashboard page. No No No No Yes Yes
Employees on Clock - Access Allows user the ability to access the Employee on Clock Display Item on the Dashboard page. No No No No Yes Yes
Event Opportunities - Access Allows user the ability to access the Employee Opportunities Display Item on the Dashboard page. No No No No Yes Yes
Event Service Balance - Access Allows user the ability to access the Employee Service Balance Display Item on the Dashboard page. No No No No Yes Yes
Events - Access Allows user the ability to access the Events Display Item on the Dashboard page. No No No No Yes Yes
Inventory Levels - Access Allows user the ability to access the Reorder Levels Display Item on the Dashboard page. No No No No Yes Yes
Member Status - Access Allows user the ability to view the member status display item.  No No No No Yes Yes
New Recurring Services - Access Allows user the ability to access the Recurring Services Display Item on the Dashboard page. No No No No Yes Yes
POS - Access Allows user the ability to access the Sales Category Display Item on the Dashboard page. No No No No Yes Yes
POS Exceptions - Access Allows user the ability to access the POS Exceptions Display Item on the Dashboard page. No No No No Yes Yes
POS/Check In - Access Allows user the ability to access the Sales/Check In Display Item on the Dashboard page. No No No No Yes Yes
Problem Events - Access Allows user the ability to access the Problem Events Display Item on the Dashboard page. No No No No Yes Yes
Prospects - Access Allows user the ability to access the Prospects Display Item on the Dashboard page. No No No No Yes Yes
Recurring Services - Access Allows user the ability to access the Recurring Services Display Item on the Dashboard page. No No No No Yes Yes
Tiered Sales Commissions - Access Allows user the ability to access the Commissions Display Item on the Dashboard page. No No No No Yes Yes
Top 10 Sales - Access Allows user the ability to access the Top 10 Sales Items Display Item on the Dashboard page. No No No No Yes Yes
Total Revenue Collected - Access Allows the user the ability to view the Total Revenue Collected display item.  No No No No Yes Yes
Trends - Access Allows the user the ability to access the Trends Display Item on the Dashboard page. No No No No Yes Yes
Dashboard Goals Description            
All Clubs - View Allows the user the ability to access the club list on the Goals Page. No No No No Yes Yes
Copy Goals - Perform Allows the user the ability to perform a copy of goals on the Goal Page for Dashboard reporting. No No No No Yes Yes
Set Non-POS Goals - Perform Allows the user the ability to perform non-POS goal setting on the Goal Page for Dashboard reporting. No No No No Yes Yes
Set POS Goals - Perform Allows the user the ability to perform POS goal setting on the Goal Page for Dashboard reporting. No No No No Yes Yes
Electronic Agreement Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Agreement Custom Plan - Allow Allows the user to be able to use Payment Plans that are set as "custom" when creating an agreement (New/ Renew/ Rewrite/ Convert/ Upgrade/ Downgrade).  Plans are set to custom in the Payment Plan options, Step 1. No No No No Yes Yes
Agreements - Access Allows the user the ability to view the Manage Agreements Page.  No Yes Yes No Yes Yes
Agreements Approve - Perform Allows the user the ability to approve agreements in the Agreement Queue.  No No No No Yes Yes
Approve Unpaid Agreement - Perform Allows the user the ability to approve agreements without resolving their pending POS transactions. No No No No Yes Yes
Change Member Since Date - Allow Allows the user to edit the Member Since Date field in EAE. No No No No Yes Yes
Change Term in Months - Allow Allows the user the ability to change the Agreement Term Months and Days. No No No No Yes Yes
EAE Birthday - Delete Allows the user to delete the date of birth for a member on an existing agreement in EAE.   Yes        
Edit Agreement - Perform Allows the user the ability to Edit an Agreement after it has been placed in the Agreement Queue. No Yes Yes No Yes Yes
Manage Agreements Club View - Perform Allows the user the ability to view other clubs agreements on the manage agreements page.  No No No No Yes Yes
Move Agreement to Next Queue - Perform Allows the user the ability to move an agreement to the next queue (pre-approval or approval). Note: This does not prevent moving to a previous queue into which an agreement has already been placed. No Yes Yes No Yes Yes
New Agreement - Create Allows the user the ability to create new agreements and allows for agreements to be moved between queues except the Approval or ABC Reject queues. Note:  This does not affect converting, renew, rewrite, upgrade or downgrade.  No Yes Yes No Yes Yes
Override Down Payment Schedule - Perform Allows the user the ability to modify the down payment schedule found on the Payment Amounts tab. The down payment schedule is toggled on and off inside the Payment Plan. Note: Down Payment Schedule and Alternate Payment cannot both be enabled simultaneously. No Yes Yes No Yes Yes
Override EAE Fees Amounts - Perform Allows the user the ability to override the Club Assessed Fee Amount. (CAF) No Yes Yes No Yes Yes
Override EAE Fees Due Date - Perform Allows the user the ability to override the Club Assessed Fee Due Date. No Yes Yes No Yes Yes
Override EAE Fees Recurring - Perform Allows the user the ability to override the Recurring property of the Club Assessed Fee. No Yes Yes No Yes Yes
Override EAE Fees Waive - Perform Allows the user the ability to waive the Club Assessed Fee. No Yes Yes No Yes Yes
Override EAE Payment Amounts - Perform Allows the user the ability to override the Price Amounts above or below the min / max set for Catalog items in an EAE. No Yes Yes No Yes Yes
Override EAE Payment Schedules - Perform Allows the user the ability to override the Price Amounts above or below the min / max set for Payment Schedules (Dues/ Secondary Payment Schedules) No No No No Yes Yes
Remove Agreement - Perform Allows the user the ability to remove agreements from a Queue. Note: Once an agreement is placed in this queue, it cannot be placed back into an active queue.  No No No No Yes Yes
Remove Agreement Queue - Access Allows the user the ability to see agreements in the Removed Queue.  No No No No Yes Yes
Renew Agreement - Perform Allows the user the ability to Renew an Agreement. No Yes Yes No Yes Yes
Rewrite Agreement - Perform Allows the user the ability to Rewrite an Agreement. No Yes Yes No Yes Yes
Upgrade/Downgrade Agreement - Perform Allows the user the ability to Upgrade / Downgrade an Agreement while keeping the agreement terms.  No No No No Yes Yes
New EAE Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Change Add. Schedule Number of Payments - Allow Allows the user the ability to edit the number of payments for the alternate pay schedule (which must be turned on by ABC and must be enabled within the payment plan) in the Agreement tab in the Add-On area under the Dates header. No No No No Yes Yes
Change Additional Months - Allow Allows the user the ability to edit the number of additional months given to a member on the Agreement tab under the Dates header.  The number of additional months to choose from is determined within the payment plan. No Yes Yes No Yes Yes
Change Begin Date - Allow Allows the user the ability to edit the Begin date field in EAE. Note: Begin date is the date which a member will have access to the club without receiving a check-in alert. No Yes Yes No Yes Yes
Change Credit Card Info After Swipe - Allow Allows the user the ability to edit the First Name, Last Name, Account Number and card Type after swiping a card in EAE. No No No No Yes Yes
Change Expiration Date - Allow Allows the user the ability to edit the expiration date field in EAE.  No Yes Yes No Yes Yes
Change First Due Date - Allow Allows the user the ability to edit the First Due Date in EAE. No Yes Yes No Yes Yes
Change Membership Type - Allow Allows the user the ability to edit the Membership Type in EAE. Membership Types control Access Restriction, Discount Types, Remote Check-In permission, default club account limit, club access and which services are tied to the membership by default.  The Default Membership Type for a plan is determined in the Payment Plan.  No No No No Yes Yes
Change Primary Schedule Number of Payments - Allow Allows the user the ability to edit EAE Primary Schedule Number of Payments Field in EAE. Note: Modifying the number of payments will impact the Last Invoice date and the Renewal date, but it does not change the Agreement Term. No No No No Yes Yes
Change Renewal Date - Allow Allows the user the ability to edit the Renewal Date field in EAE. (See Comment) No Yes Yes No Yes Yes
Change Sign Date - Allow Allows the user the ability to edit the Sign Date field in EAE. No Yes Yes No Yes Yes
Do Not Add Additional Pending POS - Allow Allows the user the ability to NOT add an additional Pending POS transaction to an agreement that already has been paid or cancelled.  No Yes Yes No Yes Yes
EAE Schedules - Add/Remove Allows the user to add or remove schedules in EAE.   No        
Override EAE Renewal Amounts - Perform Allows the user the ability to override the EAE Renewal Amounts.  No Yes No No Yes Yes
Pre-approve EAE Agreements - Perform

Allows the user the ability to pre-approve agreements which will put them in the Approval Queue.

No Yes No No Yes Yes
Electronic Agreement Setup Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Agreement Annual Fees - Access Allows the user the ability to view the Manage Club Assessed Fees Page.  No Yes No No Yes Yes
Agreement Annual Fees - Create Allows the user the ability to create Annual Fees for Agreements on the Manage Club Assessed Fees Page.  No Yes No No Yes Yes
Agreement Annual Fees - Edit Allows the user the ability to edit Annual Fees on the Manage Club Assessed Fees Page.  No Yes No No Yes Yes
Agreement Hold Queues - Access Allows the user the ability to view the Agreement Hold Queues page in the Setup Menu. No Yes Yes No Yes Yes
Agreement Hold Queues - Create Allows the user the ability to create additional Hold Queues in the Agreement Hold Queues page.  No No No No Yes Yes
Agreement Hold Queues - Edit Allows the user the ability to edit the created Agreement Hold Queues in the Agreement Hold Queues page.  No No No No Yes Yes
Agreement Payment Plans - Access Allows the user the ability to view the Manage Payment Plans Page.  No No No No Yes Yes
Agreement Payment Plans - Create Allows the user the ability to create new Payment Plans. No No No No Yes Yes
Agreement Payment Plans - Edit Allows the user the ability to edit existing Payment Plans. No No No No Yes Yes
Agreement Promotions - Access Allows the user the ability to view Agreement Promotions.  No No No No Yes Yes
Agreement Promotions - Create Allows the user the ability to create new Agreement Promotions.  No No No No Yes Yes
Agreement Promotions - Edit Allows the user the ability to edit existing Agreement Promotions.  No No No No Yes Yes
Agreement Templates - Access Allows the user the ability to view Agreement Templates.  No No No No Yes Yes
Agreement Templates - Create Allows the user the ability to Create Agreement Templates.  No No No No Yes Yes
Agreement Templates - Edit Allows the user the ability to edit existing Agreement Templates.  No No No No Yes Yes
Agreement Templates - Upload Allows the user to upload the PDF from template automation.   No        
Payment Plan Categories - Create Allows the user the ability to create new Payment Plan Categories on the Manage Payment Plan Categories page. No No No No Yes Yes
Payment Plan Categories - Edit Allows the user the ability to edit Payment Plan Categories on the Manage Payment Plan Categories page. No No No No Yes Yes
Web Payment Plan Description - Edit Allows the user the ability to create or edit the description section of the web payment plans. No No No No Yes Yes
Web Payment Plan Note - Edit Allows the user the ability to create or edit the note section of the web payment plans. No No No No Yes Yes
Web Payment Plan Terms - Edit Allows the user the ability to create or edit the terms section of the web payment plans. No No No No Yes Yes
Employee Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Departments - Access Allows the user the ability to view the Manage Departments Page.  No No No No Yes Yes
Departments - Create Allows the user the ability to create new departments in the Manage Departments Page.  No No No No Yes Yes
Departments - Edit Allows the user the ability to edit departments in the Manage Departments Page.  No No No No Yes Yes
Employee - Access Allows the user the ability to view the Manage Employees Page. No No No No Yes Yes
Employee - Create Allows the user the ability to create new employees in the Manage Employees Page No No No No Yes Yes
Employee - Edit Allows the user the ability to edit employees in the Manage Employees Page No No No No Yes Yes
Employee - Self Access Allows the user the ability to access their own employee record in the Manage Employees Page. No No No No Yes Yes
Employee Certifications - Create Allows the user the ability to create new certifications in the Manage Employees Page. No No No No Yes Yes
Employee Certifications - Edit Allows the user the ability to edit certifications in the Manage Employees Page. No No No No Yes Yes
Employee Current Goals - Edit Allows the user the ability to edit current and future goals in the Manage Employees Page. No No No No Yes Yes
Employee Fingerprint - Capture Allows the user the ability to capture an employee fingerprint in the Manage Employees Page. No No No No Yes Yes
Employee Fingerprint - Delete Allows the user the ability to edit an employee fingerprint in the Manage Employees Page. No No No No Yes Yes
Employee Past Goals - Edit Allows the user the ability to edit past goals in the Manage Employees Page. No No No No Yes Yes
Manage Availability - Access Allows the user the ability to Manage Employees availability. No No No No Yes Yes
Marketing Messages - Receive Allows the user the ability to receive marketing messages. No No No No Yes Yes
Sales Commission Add - Perform Allows the user the ability to add sales commissions to items that were rung up without sales commissions attached.  No No No No Yes Yes
Sales Commissions - Access Allows the user the ability to view the Sales Commissions Page.  No No No No Yes Yes
Sales Commissions - Edit Allows the user the ability to edit Sales Commissions.  No No No No Yes Yes
Skip Clock In/Out Verification - Perform Allows the user the ability to clock in/out without verifying identity. No No No No Yes Yes
Timesheet - Access Allows the user the ability to view the Manage Timesheets Page. No No No No Yes Yes
Timesheet Transactions - Create Allows the user the ability to create new clock in/out transactions on the Manage Timesheets Page.  No No No No Yes Yes
Timesheet Transactions - Edit Allows the user the ability to edit time clock transactions on the Employee Timesheets and Manage Timesheets pages.   No No No No Yes Yes
Inventory Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Catalog Item Groups - Access Allows the user the ability to access the Manage Catalog item Group Page. No No No No Yes Yes
Catalog Item Groups - Create Allows the user the ability to create Catalog Item Groups. No No No No Yes Yes
Catalog Item Groups - Edit Allows the user the ability to edit Catalog Item Groups. No No No No Yes Yes
Catalog Items - Access Allows the user the ability to view the Manage Catalog Items Page  No No No No Yes Yes
Catalog Items - Create Allows the user the ability to create Catalog Items. No No No No Yes Yes
Catalog Items - Edit Allows the user the ability to edit Catalog Items. No No No No Yes Yes
Catalogs - Access Allows the user the ability to view the Manage Catalog Page. No No No No Yes Yes
Catalogs - Create Allows the user the ability to create catalogs in the Manage Catalog Page. No No No No Yes Yes
Catalogs - Edit Allows the user the ability to edit catalogs in the Manage Catalog Page. No No No No Yes Yes
Category - Access Allows the user the ability to view the Manage Category Page.  No No No No Yes Yes
Category - Create Allows the user the ability to create Categories.  No No No No Yes Yes
Category - Edit Allows the user the ability to edit Categories.  No No No No Yes Yes
Club Items - Access Allows the user the ability to access the Manage Club Items Page.  No No No No Yes Yes
Club Items - Edit Allows the user the ability to edit Club Items. No No No No Yes Yes
Club Service Restrictions - Access Allows the user the ability to access the Club Service Restrictions page. Club Service Restrictions are used as a way to establish a limit on services used through check-in deduction. No No No No Yes Yes
Club Service Restrictions - Edit Allows the user the ability to edit Club Service Restrictions. No No No No Yes Yes
Company Service Restrictions - Access Allows the user the ability to access Company Service Restrictions. No No No No Yes Yes
Company Service Restrictions - Create Allows the user the ability to create Company Service Restrictions. No No No No Yes Yes
Company Service Restrictions - Edit Allows the user the ability to edit Company Service Restrictions. No No No No Yes Yes
Override Service Restriction - Perform Allows the user the ability to override Company Service Restrictions. No No No No Yes Yes
Product Groups - Access Allows the user the ability to view the Manage Product Groups Page. No No No No Yes Yes
Product Groups - Create Allows the user the ability to create product groups. No No No No Yes Yes
Product Groups - Edit Allows the user the ability to edit product groups. No No No No Yes Yes
Profit Center Groups - Access Allows the user the ability to view Profit Center Groups. No No No No Yes Yes
Profit Center Groups - Create Allows the user the ability to create Profit Center Groups. No No No No Yes Yes
Profit Center Groups - Edit Allows the user the ability to edit Profit Center Groups. No No No No Yes Yes
Profit Centers - Access Allows the user the ability to view Profit Centers. No No No No Yes Yes
Profit Centers - Create Allows the user the ability to create Profit Centers. No No No No Yes Yes
Profit Centers - Edit Allows the user the ability to edit Profit Centers. No No No No Yes Yes
Rapid Override - Access Allows the user the ability to access Rapid Override. No No No No Yes Yes
Rapid Restock - Access Allows the user the ability to access Rapid Restock. No No No No Yes Yes
Vendors - Access Allows the user the ability to access the Manage Vendors Page. No No No No Yes Yes
Vendors - Create Allows the user the ability to create Vendors. No No No No Yes Yes
Vendors - Edit Allows the user the ability to edit Vendors. No No No No Yes Yes
Lockers Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Locker - Create Allows the user the ability to create Member Lockers. No No No No Yes Yes
Locker - Delete Allows the user the ability to mass delete  Member Lockers. No No No No Yes Yes
Locker - Edit Allows the user the ability to edit  Member Lockers.  No No No No Yes Yes
Locker Combination - View Allows the user the ability to view a  Member Locker combination. No No No No Yes Yes
Locker Configuration - View Allows the user the ability to view the Member Locker configuration page.  No No No No Yes Yes
Locker Location - Create Allows the user the ability to create Member Locker locations. No No No No Yes Yes
Locker Location - Edit Allows the user the ability to edit Member Locker locations. No No No No Yes Yes
Locker Type - Create Allows the user the ability to create Member Locker types. No No No No Yes Yes
Locker Type - Edit Allows the user the ability to edit Member Locker types.  No No No No Yes Yes
Member Facing Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Member Facing - Access Allows the user the ability to view the Member Facing Event Enroll (same as kiosk event sign up page). No No No No Yes Yes
Member Facing Override - Perform Allows the user the ability to override items on the Member Facing Event Enroll page.  No No No No Yes Yes
Members Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Advanced Member Search Options - Perform Allows the user the ability to use the advanced search options on the manage members page.  No No No No Yes Yes
Agreement Image - View Allows the user the ability to view a contract on a member's account.  No Yes Yes No Yes Yes
Barcode Quick Change - Perform Allows the user the ability to change a member barcode on the attended check in page and the members manage search page by clicking on the hyperlinked barcode number. No Yes Yes No Yes Yes
Change Sale Person - Convert Allows the user the ability to change salesperson when converting a prospect to a member.  No No No No Yes Yes
Custom Lists - Edit Allows the user the ability to edit lists on the custom page of a members profile. No No No No Yes Yes
Deduct Service - Perform Allows the user the ability to deduct services from the services page of a members profile. No No No No Yes Yes
Deduct Service Restore - Perform Allows the user the ability to restore a service deducted from the service page by going to the usage history view, selecting the service name, and clicking the X on the services page of a members profile. No No No No Yes Yes
Email Member - Access Allows the user to email the member using their listed email address.   Yes        
Employee on Service Deduction - Edit Allows the user the ability to edit the employee assigned on a service that was deducted at check-in by going to the member's usage history view on the services page of the member's profile. No No No No Yes Yes
Fast Add Member - Perform Allows the user the ability to quickly create a member. Note: Using this feature does not sync members with the Billing System.  No No No No Yes Yes
Fast Add Member Birthday - Delete Allows the user to delete the date of birth for a member in Fast Add.   Yes        
Fast Add Prospect - Perform Allows the user the ability to create new prospects. No Yes Yes No Yes Yes
Fast Add Prospect Effective Date - Edit Allows the user the ability to change the begin date on Fast Add for Prospect. No No No No Yes Yes
Fast Add Prospect Expiration Date - Edit Allows the user the ability to change expiration date on Fast Add Prospect. No No No No Yes Yes
Fast Add Prospect Visits Allowed - Edit Allows the user the ability to change visits allowed on Fast Add for Prospect. No No No No Yes Yes
Mass Mail Out - Access Allows the user the ability to perform a mass mail out on selected members in the manage members page.  No No No No Yes Yes
Member - Access Allows the user the ability to view and access members.  Yes Yes Yes Yes Yes Yes
Member Access Code - Edit Allows the user the ability to edit the member access code on the personal tab of the member.  No Yes Yes No Yes Yes
Member Change Bill via ABC to No - Perform Allows the user the ability to change Bill via ABC from Yes to No. No No No No No No
Member Check-in History - Access Allows the user to view the member's check in history.   Yes No No Yes Yes
Member Documents - Access Allows the user the ability to view Member Documents on the manage member documents page. No Yes Yes No Yes Yes
Member Documents - Delete Allows the user the ability to delete Member Documents on the manage member documents page. No No No No Yes Yes
Member Email Address - Access Allows the user the ability to resend emails previously sent to the member, on the documents page of a member's profile, under the document location: email.  No Yes Yes No Yes Yes
Member Emergency Contact - Access Allows the user to view the member's emergency contact information.   Yes No No Yes Yes
Member Events - Access Allows the user to view the member's event details.   Yes No No Yes Yes
Member Fingerprint - Capture Allows the user the ability to capture a members fingerprint. No Yes Yes No Yes Yes
Member Fingerprint - Delete Allows the user the ability to delete a members fingerprint. No No No No Yes Yes
Member Membership Details - Access Allows the member to view the details of a membership.   Yes No No Yes Yes
Member Notes - Access Allows the user to view member notes.   Yes No No Yes Yes
Member Service Deduction - Delete Allows the user the ability to delete a service that was used at check in by going to the member's service page, changing the view to usage history, and clicking the X on the service that was used. No No No No Yes Yes
Member Service Hold - Access Allows the user the ability to view the on hold services page under Menu>Members. No No No No Yes Yes
Member Service Hold - Perform Allows the user the ability to put a service on hold.  No No No No Yes Yes
Member Session Balance - Access Allows the user to view a member's session balance.     No No Yes Yes
Member/Prospect Activity - Create Allows the user the ability to create activities on members/ prospects.  No Yes Yes No Yes Yes
Member/Prospect Activity - Edit Allows the user the ability to edit activities on members/ prospects.  No Yes Yes No Yes Yes
Member/Prospect Notes - Check In View Allows the user the ability to view member/prospect notes on the check in page.  No Yes Yes No Yes Yes
Member/Prospect Notes - Create Allows the user the ability to create member/ prospect notes. No Yes Yes Yes Yes Yes
Member/Prospect Notes - Delete Allows the user the ability to delete member/ prospect notes. No No No No Yes Yes
Member/Prospect Service Expiration - Edit Allows the user the ability to change the expiration of a service on the services tab of the member. No No No No Yes Yes
Member/Prospect Service Quantity - Edit Allows the user the ability to change the purchase quantity of a service on the services tab of a member. No No No No Yes Yes
Skip Payment Method Authorization - Perform Allows the user to skip the Payment Authorization Form when adding a new Payment Method.     No No Yes Yes
Agreement Invoice Page Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
ABC Invoice Amount - Edit Allows the user the ability to edit the ABC invoice amount. No No No No Yes Yes
ABC Invoice Due Date - Edit Allows the user the ability to edit the ABC invoice due date.  No No No No Yes Yes
ABC Schedules Create - Perform Allows the user the ability to create ABC schedules. No No No No Yes Yes
ABC Schedules Status - Edit Allows user the ability to Deactivate/Cancel ABC Schedules. No No No No Yes Yes
Add Invoice - Perform Allows the user the ability to add an ABC invoice. No No No No Yes Yes
Cancel Membership - Perform Allows the user the ability to cancel an ABC managed Member. No No No No Yes Yes
Cancel Now When Disabled - Perform Allows the user to select Cancel Now when Cancel Now has been disabled in settings.     No No Yes Yes
Change Management Type - Perform Allows the user the ability to change a member from ABC Managed to Club Managed. No No No No Yes Yes
Club Invoice Due Date - Edit Allows the user the ability to edit the club invoice due date.  No No No No Yes Yes
Edit Cancel Fee Amount - Perform Allows the user to change the cancel fee amount.     Yes Yes Yes Yes
Freeze Membership - Perform Allows the user the ability to freeze an ABC managed membership. No No No No Yes Yes
Refund - Perform Allows the user the ability to perform a refund on a paid ABC invoice. No No No No Yes Yes
Refund ABC Invoices              
Reinstate Membership - Perform Allows the user the ability to reinstate an ABC managed membership. No No No No Yes Yes
Skip Cancel/ Freeze Document - Perform Allows the user to skip the Cancel Form when canceling a member.     No No Yes Yes
Unfreeze Membership - Perform Allows the user the ability to unfreeze an ABC managed membership. No No No No Yes Yes
Waive Fee - Perform Allows the user the ability to waive a service or late fee. No No No No Yes Yes
Edit Agreement Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Convert Member to Prospect - Perform Allows the user to convert a member to a prospect. No No No No Yes Yes
Deactivate Member - Perform Allows the user to change a member's status to Inactive. No No No No Yes Yes
Deactivate Prospect - Perform Allows the user to change a prospect's status to Inactive. No No No No Yes Yes
Member Agreement Misc. - Edit Allows the user the ability to edit the miscellaneous info on the Members Agreement Tab.  No No No No Yes Yes
Member Billing Info Statement Selection - Perform Allows the user to select Statement as the payment method for Primary ABC Billing and Club Account. Yes Yes Yes No Yes Yes
Member Billing Info/ABC - Edit Allows the user the ability to update the ABC billing info on a member on the Member's Billing Tab.  No Yes Yes No Yes Yes
Member Billing Info/Card on File - Edit Allows the user the ability to update the Card on File info on a member on the Member's Billing Tab.  No Yes Yes No Yes Yes
Member Billing Info/Club - Edit Allows the user the ability toupdate the Club Account billing info on a member on the Member's Billing Tab. No Yes Yes No Yes Yes
Member Billing Info/Credit Card Name - Edit Allows the user the ability to edit the first and last name of a credit card on a member on the Member's Billing Tab.  No Yes Yes No Yes Yes
Member Dates - Edit Allows the user the ability to edit all dates located in the Dates section on the Member's Agreement Tab. No No No No Yes Yes
Member Down Payment - Edit Allows the user the ability to edit the Down Payment amount on the Member's Agreement Tab. Note: this is only for reporting purposes. No No No No Yes Yes
Member Membership Type - Edit Allows the user to change a member's membership type. No No Yes No Yes Yes
Member Renewal - Edit Allows the user the ability to edit the renewal info on the Member's Agreement Tab.  No No No No Yes Yes
Member Status - Edit Allows the user the ability to edit the member status info on the Member's Agreement Tab. Note: Fields are conditionally editable based upon Managed Type i.e. ABC Managed vs. Club Managed. No No No No Yes Yes
Member/Prospect Birthday - Delete Allows the user to delete the date of birth for a member or prospect.            
Member/Prospect Demographics - Edit Allows the user the ability to edit all of the information located in the Demographics section of the Member's or Prospect's Personal Tab. No Yes Yes No Yes Yes
Member/Prospect Personal Info - Edit Allows the user the ability to edit all of the information located in the Personal section of the Member's Personal Tab. No Yes Yes No Yes Yes
Primary Member - Change Status Allows the user the ability to activate or inactivate Primary Members located in the 'Members' section of the Member's Agreement Tab. No No No No Yes Yes
Secondary Member - Change Status Allows the user the ability to activate / inactivate secondary members located in the Members section of the Member's Agreement Tab. No No No No Yes Yes
Secondary Member - Create Allows the user the ability to add secondary members in the Members section of the Member's Agreement Tab.  No No No No Yes Yes
Secondary Member - Replace Allows the user the ability to replace secondary members in the Members section of the Member's Agreement Tab.  No No No No Yes Yes
Fields              
Custom Field Groups - Access Allows the user the ability to view the Manage member field groups page. No No No No Yes Yes
Custom Field Groups - Create Allows the user the ability to create new member field groups on the manage member field groups page. No No No No Yes Yes
Custom Field Groups - Edit Allows the user the ability to edit member field groups on the manage field group page.  No No No No Yes Yes
Custom Field Values - Access Allows the user the ability to view the manage member field values page. No No No No Yes Yes
Custom Fields - Access Allows the user the ability to view the manage member fields. No No No No Yes Yes
Custom Fields - Create Allows the user the ability to create new member fields. No No No No Yes Yes
Custom Fields - Edit Allows the user the ability to edit member fields.  No No No No Yes Yes
Custom Lists - Access Allows the user the ability to view the manage members lists page. No No No No Yes Yes
Custom Lists Options - Create Allows the user the ability to create new options on the manage member lists page. No No No No Yes Yes
Custom Lists Options - Edit Allows the user the ability to create new options on the manage member lists page. No No No No Yes Yes
Custom Member Lists - Edit Allows the user the ability to edit custom lists on the custom tab on the member.  No No No No Yes Yes
Member/Prospect Custom Field Values - Create Allows the user the ability to add custom field values by navigating the custom tab on the member and then clicking the add values button.  No No No No Yes Yes
Member/Prospect Custom Field Values - Edit Allows the user the ability to edit member field values on the manage member field values page.  No No No No Yes Yes
User Defined Fields - Access Allows the user the ability to view the manage user definded fields page.  No Yes Yes No Yes Yes
User Defined Fields - Create Allows the user the ability to create user defined fields. No No No No Yes Yes
User Defined Fields - Edit Allows the user the ability to edit the user defined fields. No No No No Yes Yes
User Defined Fields - Update Allows the user the ability to update the user defined fields in the members pages. No No No No Yes Yes
Kid Records Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Child Fingerprint - Capture Allows the user the ability to capture a child's fingerprint by selecting the child and registering the fingerprint in the Edit Child page.  No No No No Yes Yes
Child Fingerprint - Delete Allows the user the ability to delete a child's fingerprint by selecting the child and deleting the fingerprint in the Edit Child page.  No No No No Yes Yes
Child Note - Create Allows the user the ability to add a note to a child's record. Yes Yes Yes No Yes Yes
Child Note - Delete Allows the user the ability to delete a note from a childs record.  No No No No Yes Yes
Child Record - Create Allows the user the ability to create a child's record by clicking Add in the Agreement tab of the primary members page.  No Yes Yes No Yes Yes
Child Record - Delete Allows the user the ability to delete a child's record. No No No No Yes Yes
Child Record - Edit Allows the user the ability to edit a child's record. No Yes Yes No Yes Yes
Master Agreement Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Add Master Agreement Association - Perform Allows the user the ability to add master agreement associations under the Agreements tab in the member profile.  No No No No Yes Yes
Change Master Agreement - Perform Allows the user the ability to change the master agreement association under the Agreements tab in the member profile. No No No No Yes Yes
Clear Master Agreement - Perform Allows the user the ability to clear the master agreement association under the Agreements tab in the member profile. No No No No Yes Yes
Remove Master Agreement Association - Perform Allows the user the ability to remove the master agreement association under the Agreements tab in the member profile No No No No Yes Yes
Set Master Agreement - Perform Allows the user the ability to set the master agreement association under the Agreements tab in the member profile. No No No No Yes Yes
Members Setup Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Access Schedules - Create Allows the user the ability to create Members Access Schedules. No No No No Yes Yes
Access Schedules - Edit Allows the user the ability to edit Members Access Schedules. No No No No Yes Yes
Access Schedules - View Allows the user the ability to view Members Access Schedules. No No No No Yes Yes
Activity Types - Access Allows the user the ability to access Activity Types. No Yes Yes No Yes Yes
Activity Types - Create Allows the user the ability to create Activity Types. No Yes Yes No Yes Yes
Activity Types - Edit Allows the user the ability to edit Activity Types. No Yes Yes No Yes Yes
Campaign Groups - Access Allows the user the ability to access Campaign Groups. No No No No Yes Yes
Campaign Groups - Create Allows the user the ability to create Campaign Groups. No No No No Yes Yes
Campaign Groups - Edit Allows the user the ability to edit Campaign Groups. No No No No Yes Yes
Campaigns - Access Allows the user the ability to access Campaigns. No No No No Yes Yes
Campaigns - Create Allows the user the ability to create Campaigns. No No No No Yes Yes
Campaigns - Edit Allows the user the ability to edit Campaigns. No No No No Yes Yes
Member Groups - Access Allows the user the ability to access Member Groups on the Manage Member Groups Page.  No No No No Yes Yes
Member Groups - Create Allows the user the ability to create new Member Groups on the Manage Member Groups Page.  No No No No Yes Yes
Member Groups - Edit Allows the user the ability to edit Member Groups on the Manage Member Groups Page.  No No No No Yes Yes
Membership Types - Access Allows the user the ability to access Membership Types on the Membership Types Manage Page. No No No No Yes Yes
Membership Types - Create Allows the user the ability to create new Membership Types on the Membership Types Manage Page. No No No No Yes Yes
Membership Types - Edit Allows the user the ability to edit Membership Types on the Membership Types Manage Page. No No No No Yes Yes
Recurring Services Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Cancel Recurring Service - Perform Allows the user the ability to cancel a Recurring Service.  No No No No Yes Yes
Change Additional Catalog Item Price - Perform Allows the user the ability to change additional catalog item prices inside Recurring Service plans. No No No No Yes Yes
Freeze Recurring Service - Perform Allows the user the ability to freeze or unfreeze a Recurring Service plan. No No No No Yes Yes
PDF - Access Allows the user the ability to access the Manage PDFs page. No No No No Yes Yes
PDF - Delete Allows the user the ability to delete PDFs on the Manage PDFs page. No No No No Yes Yes
PDF - Upload Allows the user the ability to upload PDFs to the Manage PDFs page.  No No No No Yes Yes
Recurring Service - Access Allows the user the ability to access the manage Recurring Services page. No Yes Yes No Yes Yes
Recurring Service - Add Note Allows the user the ability to add a note to a Recurring Service. No Yes Yes No Yes Yes
Recurring Service - Approve Allows the user the ability to approve a pending Recurring Service. No No No No Yes Yes
Recurring Service - Create Allows the user the ability to create a Recurring Service for a member on the Manage Recurring Services page.  No Yes Yes No Yes Yes
Recurring Service - Delete Note Allows the user the ability to delete a note from a Recurring Service. No No No No Yes Yes
Recurring Service - Edit Allows the user the ability to edit a Recurring Service on the manage Recurring Services Page.  No Yes Yes No Yes Yes
Recurring Service - Edit Price Allows the user the ability to edit the price of a locked, pending Recurring Service.  No No No No Yes Yes
Recurring Service - Override Limits Allows the user to override recurring service plan limits. No No No No Yes Yes
Recurring Service - Reject Allows the user the ability to reject a Recurring Service that is in the pending status. No No No No Yes Yes
Recurring Service PDF - Replace Allows the user the ability to replace a PDF attached to a Recurring Service.  No No No No Yes Yes
Recurring Service PDF - Set Defaults Allows the user the ability to set default PDFs to Recurring Service plans. No No No No Yes Yes
Recurring Service Plan - Access Allows the user the ability to access the Recurring Services plans page. No No No No Yes Yes
Recurring Service Plan - Create Allows the user the ability to create a new Recurring Service. No No No No Yes Yes
Recurring Service Plan - Edit Allows the user the ability to edit a Recurring Service plan. No No No No Yes Yes
Recurring Service Plan - Unlock Allows the user the ability to unlock a Recurring Service plan. No No No No Yes Yes
Select Inactive Member - Perform Allows the user the ability to setup an inactive member with Recurring Services. No No No No Yes Yes
Upgrade Plans Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Upgrade Plan - Access Allows the user the ability to view the manage upgrade plans page. No No No No Yes Yes
Upgrade Plan - Create Allows the user the ability to create a new upgrade plan on the Manage Upgrade Plans page. No No No No Yes Yes
Upgrade Plan - Edit Allows the user the ability to edit an upgrade plan on the Manage Upgrade Plans page. No No No No Yes Yes
Upgrade Plan Description - Edit Allows the user the ability to create or edit the description section of Upgrade Plans. No No No No Yes Yes
Upgrade Plan Note - Edit Allows the user the ability to create or edit the notes section of Upgrade Plans. No No No No Yes Yes
Upgrade Plan Terms - Edit Allows the user the ability to create or edit the terms section of Upgrade Plans. No No No No Yes Yes
Misc. Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Cancel Codes Allows the user to view the Manage Cancel Codes page. No No No No Yes Yes
Clubs - Access Allows the user the ability to access the Manage Clubs page.  No No No No Yes Yes
Clubs - Edit Allows the user the ability to edit clubs on the Manage Clubs page. No No No No Yes Yes
Company - Edit Allows the user the ability to edit the manage company page. No No No No Yes Yes
Copy Club Settings - Perform Allows the user the ability to copy the club settings to other clubs in the company.  No No No No Yes Yes
Create Member Document - Perform Allows the user the ability to view and create member documents for members. No Yes Yes No Yes Yes
Delete Member Document - Perform Allows the user the ability to delete member documents from member pages. No No No No Yes Yes
Edit Email Type - Perform Allows the user the ability to edit email types on the Edit Email Type page.  No No No No Yes Yes
Email Types - Access Allows the user the ability to view email types on the Edit Email Type page.  No No No No Yes Yes
Lead Tracker - Create Lead Allows the user to create a lead. No No No No Yes Yes
Lead Tracker - Delete Lead Allows the user to delete a lead. No No No No Yes Yes
Lead Tracker - Edit Lead Allows the user to edit a lead. No No No No Yes Yes
Live Chat - Access Allows the user the ability to use the Live Chat feature with Tech Support.  No Yes Yes No Yes Yes
Photo - Create Allows the user the ability to take member photos. Yes Yes Yes No Yes Yes
Photo - Delete Allows the user the ability to delete member photos. No No No No Yes Yes
Reason Codes - Access Allows the user the ability to view the Manage Reason Codes page.  No Yes Yes No Yes Yes
Reason Codes - Create Allows the user the ability to create new reason codes on the Manage Reason Codes page.  No No No No Yes Yes
Reason Codes - Edit Allows the user the ability to edit reason codes on the Manage Reason Codes page.  No No No No Yes Yes
Station Location - Access Allows the user the ability to view the station locations page.  No No No No No No
Station Location - Create Allows the user the ability to create new stations. No No No No No No
Station Location - Edit Allows the user the ability to edit station locations. No No No No No No
Workstation - Edit Allows the user the ability to edit the workstation settings on the worstation settings page. No No No No Yes Yes
Workstation Advanced - Edit Allows the user the ability to edit the workstation settings on the workstation settings advanced page.  No No No No No No
Workstation Group - Access Allows the user the ability to view the manage workstation groups page. No No No No Yes Yes
Workstation Group - Create Allows the user the ability to create a workstation group on the manage workstation groups page. No No No No Yes Yes
Workstation Group - Edit Allows the user the ability to edit workstation groups on the manage workstation groups page. No No No No Yes Yes
Other Description            
Give Away - Access Allows the user the ability to view the giveaways page to perform giveaways to members for a selected service. No No No No Yes Yes
Member Sets - Create Allows the user the ability to create a new member set on the manage member sets page. No No No No Yes Yes
Member Sets - Edit Allows the user the ability to edit a member set on the manage member sets page. No No No No Yes Yes
Member Sets - Save Allows the user the ability to save a member set on the manage member sets page. No No No No Yes Yes
Members Sets - Access Allows the user the ability to access the member sets page.  No No No No Yes Yes
Tanning Bed Control - Access Allows the user the ability to access tanning bed controls. No No No No Yes Yes
Tanning Bed Control - Perform Allows the user the ability to control tanning bed devices.  No No No No Yes Yes
POS Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Approve Club Account Overdraft - Perform Allows the user the ability to approve a club account transaction that exceeds the members club account limit.  No Yes Yes No Yes Yes
Cancel CNL Pending POS - Perform Allows the user to cancel Cancel Pending POS transactions. No No No No Yes Yes
Cancel EAE Pending POS - Perform Allows the user the ability to cancel EAE New Agreement Pending POS transactions. No No No No Yes Yes
Cancel RS Pending POS - Perform Allows the user the ability to cancel RS New Recurring Service Agreement Pending POS transactions.  No No No No Yes Yes
Card Terminal Selection - Perform Allows the user the ability to select a credit card terminal for a POS transaction. No No No No No No
Club Account Adjust - Perform Allows the user the ability to use the club account adjust POS Payment method. No No No No Yes Yes
Club Account Billing - Access Allows the user the ability to view the club account billing page.  No No No No Yes Yes
Drawer Add/Drop - Perform Allows the user the ability to use the button in POS to be able to add and drop money from POS. No No No No Yes Yes
Drawer Close - Perform Allows the user the ability to view and close out the POS drawer. No Yes Yes No Yes Yes
Drawer Open for No Sale - Perform Allows the user the ability to open the cash drawer for no sale. No Yes Yes No Yes Yes
Drawer Summary - Access Allows the user the ability to view the drawer summary page. No Yes Yes No Yes Yes
Drawers - Access Allows the user the ability to view the drawer page.  No No No No Yes Yes
Drawers Multi Club - Access Allows the user the ability to view the drawers of multiple clubs on the drawer page. No No No No Yes Yes
Generate Recurring Service Invoices - Perform Allows the user the ability to generate RS invoices in advance No Yes Yes No Yes Yes
Gift Card Full Card Number - View Allows the user the ability to view the full gift card number on the gift card transactions page. No No No No Yes Yes
Gift Card Retry Transaction - Perform Allows the user the ability to retry a gift card transaction. No No No No Yes Yes
Gift Card Transactions - Access Allows the user the ability to view the gift card transactions page. No No No No Yes Yes
POS - Access Allows the user the ability to view the POS. No Yes Yes No Yes Yes
POS Club Account Charge - Perform Allows the user the ability to accept a club account form of payment on the complete sale page. No No No No Yes Yes
POS Discounts Apply/Change - Perform Allows the user the ability to change and apply discounts to items in the POS that allow discounts to be applied to them.  No No No No Yes Yes
POS Quick Cash Exact Change - Perform Allows the user the ability to perform a quick cash exact change transaction in the POS.  No Yes Yes No Yes Yes
POS Return With Receipt - Perform Allows the user the ability to perform a return with the receipt. No No No No Yes Yes
POS Return Without Receipt - Perform Allows the user the ability to perform a return without the receipt. No No No No Yes Yes
POS Sale Price - Edit Allows the user the ability to change the sale price in POS. No No No No Yes Yes
POS Sales Summary - View Allows the user the ability to view the sales summary page. No No No No Yes Yes
POS Switch Between Displays - Perform Allows the user the ability to switch between POS display groups in the POS page. No No No No Yes Yes
POS Transactions - Access Allows the user the ability to view the Manage POS transactions and also to do searches. No No No No Yes Yes
POS Unapply Club Account Payment - Perform Allows the user the ability to unapply club account payments.  No No No No Yes Yes
POS Void - Perform Allows the user the ability to perform a purchase void.  No No No No Yes Yes
Receipts - Access Allows the user the ability to view the Manage Receipts page. No Yes Yes No Yes Yes
Receipts Multi Club - View Allows the user the ability to view receipts of multiple clubs in the company No No No No Yes Yes
Reconciliation - Access Allows the user the ability to view the Manage Reconciliation page. No No No No Yes Yes
Settlement - Access Allows the user the ability to view the Manage Settlement page. No No No No Yes Yes
Skip Member Verification - Perform Allows the user the ability to skip member purchase verification when using club account, card on file, or pre-pay at POS. No No No No Yes Yes
Unlock CNL Pending POS - Perform Allows the user to unlock Cancel Pending POS transactions. No No No No Yes Yes
Unlock EAE Pending POS - Perform Allows the user the ability to unlock EAE pending POS transactions. No No No No Yes Yes
Unlock RS Pending POS - Perform Allows the user the ability to unlock RS pending POS transactions No No No No Yes Yes
Void Receipts Other Stations - Perform Allows the user the ability to void receipts created on other stations.  No No No No Yes Yes
Write Off - Perform Allows the user the ability to use the Write Off Payment Method. No No No No Yes Yes
POS - Setup Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Discount Types - Access Allows the user the ability to view the manage discount types page. No No No No Yes Yes
Discount Types - Create Allows the user the ability to create new discount types on the manage discount types page. No No No No Yes Yes
Discount Types - Edit Allows the user the ability to edit discount types on the manage discount types page. No No No No Yes Yes
Payment Methods - Access Allows the user the ability to view Payment Methods on the Manage Payment Methods Page.  No No No No Yes Yes
Payment Methods - Create Allows the user the ability to create a new Payment Method (Ex: Gift Certificate, Pre-Paid, Trade) for use in the POS. No No No No Yes Yes
Payment Methods - Edit Allows the user the ability to edit Payment Methods on the Manage Payment Methods Page.  No No No No Yes Yes
POS Display Groups - Access Allows the user the ability to view the Manage POS Display Groups Page. Note: A display group can limit or increase what is shown on a certain POS machine.  No No No No Yes Yes
POS Display Groups - Create Allows the user the ability to create POS Display groups on the Manage POS Display Groups Page.  No No No No Yes Yes
POS Display Groups - Edit Allows the user the ability to edit POS Display groups on the Manage POS Display Groups Page.  No No No No Yes Yes
Tax Rates - Access Allows the user the ability to view the tax rates page. No No No No Yes Yes
Tax Rates - Create Allows the user the ability to create new tax rates. No No No No Yes Yes
Tax Rates - Edit Allows the user the ability to edit tax rates. No No No No Yes Yes
Tiered Sales Commissions Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Commission Group - Access Allows the user the ability to access and view commission groups. No No No No Yes Yes
Commission Group - Edit Allows the user the ability to edit the commission group details. Note: Users must first have access to Commission Group page.  No No No No Yes Yes
Commission Group - Edit Catalog Items Allows the user the ability to add or make changes to catalog item as it relates to how it effects commissions for employees to be paid. No No No No Yes Yes
Commission Group - Set Allows the user the ability to associate club items and catalog items with commission groups. No No No No Yes Yes
Commission Group Details - View Allows the user the ability to view the details of any specific Commission Group. No No No No Yes Yes
Commission Periods - Access Allows the user the ability to view commission periods. No No No No Yes Yes
Commission Periods - Change Dates Allows the user the ability to change the start and end dates of commission periods. No No No No Yes Yes
Commission Periods - Close Allows the user the ability to close commission periods. Note: This would finalize the date range to which commissions can be earned. No No No No Yes Yes
Commission Periods - Reopen Allows the user the ability to reopen commission periods. No No No No Yes Yes
Report Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Club Documents - Access This is an obsolete security role. The club documents page no longer exists. No No No No Yes Yes
Inventory Labels - Access Allows the user the ability to view the manage inventory labels page.  No No No No Yes Yes
Mailing Labels - Access Allows the user the ability to view the manage mailing labels page.  No No No No Yes Yes
Print Setups Create/Edit - Perform Allows the user the ability to view and edit print setups page, which is the ability to create and edit setups. No No No No Yes Yes
Report Queue - Access Allows the user the ability to view the queue for previously run reports.  No Yes Yes Yes Yes Yes
Report Security - Access Allows the user the ability to manage employee's access to reports.  No No No No Yes Yes
Reports - Access Allows the user the ability to view the manage reports page. No Yes Yes Yes Yes Yes
Reports - Create Allows the user the ability to create reports on the manage reports page.  No No No No Yes Yes
Reports - Edit Allows the user the ability to edit existing reports.  No No No No Yes Yes
Reports Statistics - View Allows the user the ability to view which logged in employee ran specific reports and when.  No No No No Yes Yes
Scheduled Reports - Access Allows the user the ability to access the scheduled reports page.  No No No No Yes Yes
Scheduled Reports - Create Allows the user the ability to schedule reports to run at certain times on the Manage scheduled reports page.  No No No No Yes Yes
Scheduled Reports - Edit Allows the user the ability to edit the scheduled reports on the Manage scheduled reports page.  No No No No Yes Yes
Scheduled Reports All - View Allows the user the ability to view the completed reports of everyone on the manage report queue page. No No No No Yes Yes
Search Favorites Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Export Search Results - Perform Allows the user the ability to export search results. No No No No Yes Yes
Search Favorites - Create Allows the user the ability to create search favorites for use again in Membership and Operations without having to recreate the search filters. No No No No Yes Yes
Search Favorites - Delete Allows the user the ability to delete search favorites. No No No No Yes Yes
Search Favorites Default - Perform Allows the user the ability to set a search favorite to be the workstation default. No No No No Yes Yes
Security Role Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Security Roles - Access Allows the user the ability to view the manage security roles page. No No No No Yes Yes
Security Roles - Create Allows the user the ability to create new security roles on the manage security role page.  No No No No Yes Yes
Security Roles - Delete Allows the user the ability to delete security roles on the manage security role page.  No No No No Yes Yes
Security Roles - Edit Allows the user the ability to edit security roles on the manage security role page.  No No No No Yes Yes
Scheduling Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Calendar - Access Allows the user the ability the access to view the calendar. Note: Users without this role cannot schedule events or make any changes to the calendar.  No Yes Yes Yes Yes Yes
Calendar: See All Employees - Perform Allows the user the ability to view all other employees assigned to the calendar. They are able to view scheduled events for all other employees but cannot edit or make changes to anything on the calendar.  No Yes Yes Yes Yes Yes
Commissions Overrides - Access This security role gives the employee the ability to view the Event Commissions page.  No No No No Yes Yes
Commissions Overrides - Edit Allows the user the ability to edit commission overrides on the Event Commissions page.  No No No No Yes Yes
Employee Availability Override - Perform Allows the user the ability to override another employee's availability on the Calendar. No No No No Yes Yes
Event Commission Groups - Access Allows the user the ability to view the event commission groups page. No No No No Yes Yes
Event Commission Groups - Create Allows the user the ability to create a New Event Commission Group on the Event Commission Groups page. Note: User must first have access to the Event Commission Groups page.   No No No No Yes Yes
Event Commission Groups - Deploy This security role gives the employee the ability to deploy an existing Event Commission Group to selected employees. Note: User must first have access to the Event Commission Groups page.  No No No No Yes Yes
Event Commission Groups - Edit Allows the user the ability to edit an existing Event Commission Group by selecting one of the available Event Commission Groups on the page. Note: The employee must first have access to the Event Commission Groups page.  No No No No Yes Yes
Event Statistics - Access Allows the user the ability to view all aspects of the Event Statistics page except the export feature at the bottom right hand corner of the page.  No No No No Yes Yes
Event Summary Report - View Allows the user the ability to view the member, employee, and location monthly summary in the calendar.  No No No No Yes Yes
Event Value Detail - Access Allows the user to view the Event Detail page. No No No No Yes Yes
Event Value Summary - Access Allows the user the ability to view in detail the information regarding the event and the employee attached. Note: The employee must first have access to the Event Value Summary page in order to access the Event Value Detail page.  No No No No Yes Yes
Events - Access Allows the user the ability to view the manage Events page.  No Yes Yes Yes Yes Yes
Events - Delete Allows the user the ability to delete events on the mange events page.  No No No Yes Yes Yes
Mass Change Events - Perform Allows the user the ability to make mass changes to events on the Manage Events page. Note: After an event is selected the employee will be able to click on any of the top options starting with the "Employee" option.  No No No No Yes Yes
Remove Event - Perform Allows the user the ability to remove an event from the calendar. Note: The employee will only be able to remove present day and future events from the calendar. The employee will NOT be able to remove events from a past day on the calendar.  No No No Yes Yes Yes
Repeat Event - Perform Allows the user the ability to repeat an event on the calendar by clicking on the event that is already booked and clicking "Repeat Event" at the top center of the screen.  No No No Yes Yes Yes
Repeat Event - Edit Allows the user the ability to edit the repeating event they are creating. When the employee goes to the calendar and clicks on an event that is already scheduled that they would like to repeat, click "Repeat Event" at the top of the page. Page three will have all of the repeating events listed. This security role allows the employee to click on any of the repeating events listed and edit them as needed. The employee must first have access to "Repeat Event - Perform" before they can navigate to the "Repeat Event - Edit" page.  No No No Yes Yes Yes
Repeat Event Remove - Perform Allows the user the ability to remove repeated events.  No No No Yes Yes Yes
Repeating Events - Access Allows the user the ability to view the manage repeating events page.  No No No Yes Yes Yes
Scheduling Associations Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Associations - View Allows the user the ability to view member associations in the member manage pages under events. Associations link trainers with their clients.  No No No No Yes Yes
Associations Add Any - Perform Allows the user the ability to add any employee to members associations.  No No No No Yes Yes
Associations Add Self - Perform Allows the user the ability to add themselves to a new association by first selecting the club and themselves as the employee. They can only add themselves for the new association. If they try to add anyone else it will ask for an override unless they have access to Associations Add Any - Perform. No No No No Yes Yes
Associations Auto Add - Perform Allows the user the ability to automatically add associations between members and employees. Note: The employee does not have to select an employee and select the Add Booked button under Add Associations. Instead, Add Booked will automatically add associations for all of the employees for which this member has booked events at the selected club in the last 90 days. No No No No Yes Yes
Associations Remove Any - Perform Allows the user the ability to remove any employee from a members associations.  No No No No Yes Yes
Associations Remove Self - Perform Allows the user the ability to remove himself from a members associations.  No No No No Yes Yes
Default Associations - View Allows the user the ability to view default associations.  No No No No Yes Yes
Default Associations Create - Perform Allows the user the ability to create default associations.  No No No No Yes Yes
Default Associations Remove - Perform Allows the user the ability to remove default associations.  No No No No Yes Yes
Scheduling Setup Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Club Schedule Setup - Edit Allows the user the ability to edit the club schedule setup. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Schedule Setup. No No No No Yes Yes
Company Schedule Setup - Edit Allows the user the ability to edit the company schedule setup. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Schedule Setup. No No No No Yes Yes
Event Categories - Create Allows the user the ability to create new event categories on the manage event categories page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to create Event Categories No No No No Yes Yes
Event Categories - Edit Allows the user the ability to edit event categories on the manage event categories page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Event Categories. No No No No Yes Yes
Event Groups - Access Allows the user the ability to access manage event groups page.  No No No No Yes Yes
Event Groups - Edit Allows the user the ability to edit event groups on the mange event groups page.  No No No No Yes Yes
Event Setups - Create Allows the user the ability to create new event setups on the Manage event setups page.  No No No No Yes Yes
Event Setups - Edit Allows the user the ability to edit the event setups on the manage event setups page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Event Setups. No No No No Yes Yes
Location Types - Create Allows the user the ability to create new event location types on the manage event location types page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to create Location Types.  No No No No Yes Yes
Location Types - Edit Allows the user the ability to edit the location types on the manage locations types page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Location Types. No No No No Yes Yes
Locations - Create Allows the user the ability to create locations on the manage locations page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to create Locations.  No No No No Yes Yes
Locations - Edit Allows the user the ability to edit locations on the Manage Locations Page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to create Locations.  No No No No Yes Yes
Scheduling Configuration - Access Allows the user the ability to access scheduling configurations.  No No No No Yes Yes
Scheduling Training Levels - Edit Allows the user the ability to edit the training levels on the manage schedule defaults page. Note: User must first have access to Scheduling Configuration - Access role before being allowed to edit Training Levels.  No No No No Yes Yes
Edit Event Pop-Up Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Add/Remove Members in Events - Perform Allows the user to add and remove members from an event. No No No No Yes Yes
Allow Edit Event - Perform Allows the user the ability to restore an event to a Pending status. No No No No Yes Yes
Cancel Charge Event - Perform Allows the user the ability to Cancel a Calendar Event and charge the client. No No No Yes Yes Yes
Cancel No Charge Event - Perform Allows the user the ability to Cancel a Calendar Event but not charge the client. No No No Yes Yes Yes
Change Event Reason Code - Perform Allows the user the ability to edit the reason code of an event.  No No No No Yes Yes
Complete Event - Perform Allows the user the ability to Complete a Calendar Event. No Yes Yes Yes Yes Yes
Create Event - Perform Allows the user the ability to Create or Edit Calendar Events. No Yes Yes Yes Yes Yes
Event Comment - Create/Edit Allows the user the ability to add or change comments on Calendar Event. No Yes Yes Yes Yes Yes
Event Details Edit - Perform Allows the user the ability to change the event employee, location, date and time of a Calendar Event.  No Yes Yes Yes Yes Yes
Event Duration Edit - Perform Allows the user the ability to change the Calendar Event duration. No No No No Yes Yes
Event Group - Edit Allows the user the ability to edit the group of an Calendar Event that is booked on the calendar. No No No No Yes Yes
Event Max Attendees Edit - Perform Allows the user the ability to change the Calendar Event max attendees. No No No No Yes Yes
Event Status - Edit Allows the user the ability to edit Calendar Event statuses. No Yes Yes Yes Yes Yes
Events - Remove All Forward Allows the user the ability to delete all future pending Calendar Events for a given member event type and level.  No No No Yes Yes Yes
Fund Event - Perform Allows the user the ability to fund an Calendar Event in calendar with the fund all button and also the fund link on an event.  No Yes Yes No Yes Yes
Hand Off - Edit Allows the user the ability to edit the hand off toggle on the edit event.  No No No Yes Yes Yes
Opportunity - Edit Allows the user the ability to edit the opportunity switch on the edit event.  No No No No Yes Yes
Rebook Event - Perform Allows the user the ability to rebook Calendar Events.  No Yes Yes Yes Yes Yes
Skip Verification - Perform Allows the user the ability to complete a Calendar Event which is unverified even if the event requires verification. No No No No Yes Yes
Sold - Edit Allows the user the ability to edit the Sold toggle on the edit event.  No No No No Yes Yes
Edit Event Pop-Up (Past Events) Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Allow Edit Past Event - Perform Allows the user the ability to make edits to a past event by setting it to a pending status.  No No No No Yes Yes
Cancel Charge Past Event - Perform Allows the user the ability to Cancel a previously scheduled Calendar Event and charge the client. No No No Yes Yes Yes
Cancel No Charge Past Event - Perform Allows the user the ability to Cancel a previously scheduled Calendar Event but not charge the client. No No No Yes Yes Yes
Complete Past Event - Perform Allows the user the ability to Complete a previously scheduled Calendar Event. No No No Yes Yes Yes
Create Past Event - Perform Allows the user the ability to Create Calendar events on a previous date.  No No No Yes Yes Yes
Past Event Details Edit - Perform Allows the user the ability to change the event employee, location, date and time for events in the past.  No No No Yes Yes Yes
Rebook Past Event - Perform Allows the user the ability to rebook calendar events which occurred in the past.  No No No Yes Yes Yes
Remove Past Event - Perform Allows the user the ability to remove a a previously scheduled calendar event.  No No No Yes Yes Yes
Employee Tracking Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Cancel Charge - Perform Allows the user the ability to Cancel a Calendar Event and charge the client. No No No No Yes Yes
Cancel No Charge - Perform Allows the user the ability to Cancel a Calendar Event but not charge the client. No No No No Yes Yes
Complete - Perform Allows the user the ability to Complete a Calendar Event. No No No No Yes Yes
Delete - Perform Allows the user the ability to Delete a Calendar Event. No No No No Yes Yes
Edit Other Employee Tracking Records - Perform Allows the user the ability to edit employee tracking for other employees on the Manage Employee Tracking page.  No No No No Yes Yes
Employee Tracking - Access Allows the user the ability to access the Manage Employee Tracking Page.  No No No Yes Yes Yes
Replace Employee - Perform Allows the user the ability to Replace the employee in the Employee Tracking page to view other employee's tracking. No No No Yes Yes Yes
Club Home Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Additional Chart - View Allows the user to view the additional chart.            
Announcements - Manage Allows the user to make changes to announcements.            
Club Home - Access Allows the user to access the Club Home page.            
Club Home - Edit Allows the user to edit the Club Home page.            
Insights Analyze Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Access Financial Insights Allows access to Performance Insights with Financial reports assigned.            
Analyze Manager All Access Allows access to all the reports and dashboards, create ad hoc reports, schedule reports, and add employees.            
Access Insights Allows access to Performance Insights with no reports assigned.            
View Only User Allows the user to view only the assigned dashboards and reports. By default, no dashboards or reports are assigned.            
Edit & Subscribe User Allows access to only the assigned reports and dashboards, create ad hoc reports, schedule reports, and add employees. By default, no dashboards or reports are assigned.            
Analyze Admin (inc. All Access) Allows the user to access all reports and dashboards, create and schedule ad hoc reports, and manage employees and employee access within Insights.            
Manage Employees Allows the user to access Performance Insights with the ability to manage report access.            
Employee Portal All Access              
Members Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Email Member - Access Allows the user to access member's email address. No No No No No No
Member Address - Access Allows the user to access member's address. No No No No No No
Member Barcode - Access Allows the user to access member's barcode.  No No No No No No
Member Birthday and Age - Access Allows the user to access member's birthday and age. No No No No No No
Member Check-in History - Access Allows the user to access member's check in history. No No No No No No
Member Emergency Contact - Access Allows the user to access member's emergency contact info. No No No No No No
Member Events - Access Allows the user to access member's events. No No No No No No
Member Membership Details - Access Allows the user to access member's membership details.  No No No No No No
Member Notes - Access Allows the user to access member's notes. No No No No No No
Member Phone Numbers - Access Allows the user to access member's phone numbers. No No No No No No
Member Session Balance - Access Allows the user to access member's remaining sessions when booking them on the calendar. Note: User is also able to see the type of event and when the event was completed.  No No No No No No
Member/Prospect Notes - Create Allows the user to create notes. No No No No No No
Member/Prospect Notes - Delete Allows the user to delete notes.  No No No No No No
Scheduling Security              
Event Security Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Add/Remove Members in Events - Perform Allows the user the ability to add and drop members from an event.  No No No No No No
Cancel Charge Event - Perform Allows the user the ability to cancel and charge members for events. No No No No No No
Cancel No Charge Event - Perform Allows the user the ability to cancel and no charge members for events. No No No No No No
Complete Event - Perform Allows the user the ability to complete events.
Note
: If applicable, performing this action will register commission for assigned employee.
No No No No No No
Create Event - Perform Allows the user the ability to create events.  No No No No No No
Event Comment - Create/Edit Allows the user the ability to add and change a comment.  No No No No No No
Event Details Edit - Perform Allows the user the ability to change the event employee, location, date and time.  No No No No No No
Event Duration Edit - Perform Allows the user the ability to change the event duration. No No No No No No
Skip Verification - Perform Allows the user the ability to complete an event which is unverified even though the event requires verification. No No No No No No
Employee Tracking Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Employee Tracking - Access Allows the user the ability to manage clients, clean up events, set and manage availability and track commission.  No No No No No No
Ignite AI Description Kids Club Front Desk Sales Trainer Manager Owner/Admin
Ignite AI - View Allows the user to access Ignite AI.