There are 3 Control Panel Access Role levels for your staff outlined below.

Coach

• Dashboard
• People / Members
• People / Leads
• Appointments / Appointments
• Products / Charge A Guest
• Classes / Schedule
• Classes / Check-Ins
• Classes / Upcoming/Past Events
• Reports / Open Invoices
• Reports / Birthdays
• Apps / Digital Documents
• Apps / Payroll {limited to only see their own}
• Apps / {any app enabled}

Front Desk

• Dashboard
• People / Members
• People / Leads
• People / Staff Members
• People / Migration Assistant
• Appointments / Appointments
• Appointments / Appointment Types
• Plans / Plans
• Plans / Plan Categories
• Plans / Discounts
• Products / Products
• Products / Charge A Guest
• Products / Product Categories
• Products / Pre-Orders pro
• Products / Discounts
• Classes / Schedule
• Classes / Check-Ins
• Classes / Upcoming/Past Events
• Classes / Locations
• Classes / Class Types
• Classes / Discounts
• Reports / Check-In Metrics
• Reports / Open Invoices
• Reports / Birthdays
• Apps / App Store
• Apps / Digital Documents
• Apps / {any app enabled}
• Settings / Your PushPress Plan
• Settings / Settings
• Settings / Lead Capture
• Settings / Policies

Admin

• Dashboard
• People / Members
• People / Leads
• People / Staff Members
• People / Migration Assistant
• Appointments / Appointments
• Appointments / Appointment Types
• Plans / Plans
• Plans / Plan Categories
• Plans / Discounts
• Products / Products
• Products / Charge A Guest
• Products / Product Categories
• Products / Pre-Orders pro
• Products / Discounts
• Classes / Schedule
• Classes / Check-Ins
• Classes / Upcoming/Past Events
• Classes / Locations
• Classes / Class Types
• Classes / Discounts
• Reports / Insights
• Reports / Metrics
• Reports / Transactions
• Reports / Payments
• Reports / Daily Deposits
• Reports / Check-In Metrics
• Reports / Annual Revenue Report
• Reports / Sales Tax Liability
• Reports / Product Sales Report
• Reports / Payroll
• Reports / Open Invoices
• Reports / Birthdays
• Apps / App Store
• Apps / Digital Documents
• Apps / {any app enabled}
• Settings / Your PushPress Plan
• Settings / Settings
• Settings / Bank Connection
• Settings / Lead Capture
• Settings / Policies

Notes

You can designate a person a 'coach' role but restrict all access to the Control panel by switching access off in their coach info/settings page.

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