How to manage staff roles and permissions
Covers: Manage Staff Roles, limit receptionist/trainer/sales access
Manage Staff Roles controls what each staff type can do — it does not create new role names. Adding a person is Staff → Add Staff; limiting what they can click is here.
Where
Staff → Manage Staff Roles (Super Admin)
Also linked from View Staff
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 — changes save for that staff type
4. Existing staff of that type pick up the limits on their next actions
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
Notes
Admins are not limited by these toggles
Housekeeping / Other with no login are unaffected
If a staff member cannot see a menu, check both their staff type and these toggles