Ignite
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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 |
|
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|
|
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. |
|
|
|
|
|
|