How to manage staff roles and permissions

Covers: Manage Staff Roles, limit receptionist/trainer/sales access

Staff roles, though pre-defined, can be customised for certain actions.

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Where

Staff → Manage Staff Roles (Super Admin)

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How it works

  1. Open Manage Staff Roles

  2. Use the columns for Receptionist, Trainers, Nutritionist / Physiotherapist, Sales Head, and Sales Manager

  3. Toggle permissions on or off to save changes for that staff type

  4. Existing staff of that type pick up the limits on their next actions

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Examples of what you can control

  • Block edit/delete member or membership actions

  • Block amount / discount / end-date editing

  • Allow or block expenses, attendance register, class editing/booking delete

  • Hide member contact or payments

  • Allow exports (enquiry, renewals, members lost, POS, etc.)

  • Access to activity report or insights

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Notes

  • If a staff member cannot see a menu, check both their staff type and these toggles
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How to add staff

How to login to Okfit Manager app

 

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