Permissions

Use permissions to give each administrator the responsibilities they need in the locations they manage. Some modules remain readable when editing is disabled; turning off a permission does not necessarily hide that module or its prices.

Customize permissions

Set permissions when you invite an administrator, or change them later:

Open Settings from the sidebar and select Administrators.
Open the administrator’s (…) menu and select Edit.
Turn the required permissions on or off.
Select Save.

Owners and super administrators have all permissions in all locations. Granular permission switches apply to the Administrator role.

Understand permissions

Permission	What it controls
Customers	Invite or remove members, delete nonmembers, and manage companies and membership requests. Manage customer billing details, payment methods, Auto-pay, credit and day-pass balances, and notes, and resend invoices. Removing a member or company with a subscription also requires Billing.
Billing	Create and manage contracts, subscriptions, invoices, and credit notes; mark pending external payments as paid or canceled; edit transaction internal notes; and configure plans, packages, coupons, and promo codes. Without it, plans, subscriptions, and invoices remain readable, including prices.
Resources	Create, edit, and delete resources; create and manage bookings and their refunds; and create or manage assignments. Without it, Rooms, Desks, Offices, Parking, and Equipment, including resource and booking prices, remain read-only.
Feed	Create, edit, pin, or delete posts and delete user comments. Without it, the feed remains read-only.
Events	Create and manage events, manage tickets, and refund tickets. Without it, events remain read-only.
Shop	Create and manage products and orders, including order refunds. Products and orders remain viewable without it.
Benefits	Add and manage benefits. Benefits and applications remain viewable without it.
Support	Open other users’ tickets, create and manage tickets and guides, and receive ticket assignments. Without it, administrators can still view the ticket list and all guides, but cannot open tickets created by other users.
Analytics	Open Analytics and see assignments on the Assignments page. Both require this permission.
Settings	Open Location settings and Integrations. Both are unavailable without this permission.

Key considerations

Each administrator has one permission set, shared across all locations they manage.
Owners and super administrators always have every permission in every location. If an owner changes to Administrator, they retain all permissions and all-location access until you edit that access.
Notification preferences do not grant access. The corresponding permission is also required: invoice-payment notifications require Customers, and booking notifications require Resources.
Any administrator of a location can check users in, regardless of their permission switches.
Managing administrators is controlled by the staff role, rather than a separate Administrators permission.

Best practices

Choose permissions according to the person’s duties:

Team responsibility	Suggested permissions
Account manager	All permissions to manage members, companies, subscriptions, and location content.
Event manager	Feed and Events to manage posts, events, and registrations.
Accountant	Analytics and Billing to use analytics and export payments and invoices from Transactions and Invoices.

FAQs

Can an administrator view a module when its permission is off?

Usually, they retain read-only access. The exceptions are Analytics, Location settings, and Integrations, which need their matching permissions. Opening another user’s support ticket requires Support. Seeing assignments requires Analytics; creating or managing them also requires Resources.

Can I hide prices from an administrator?

No. Administrators can view plan, subscription, invoice, resource, and booking prices regardless of permission settings. Removing the related write permission restricts actions such as creating, editing, and refunding; it does not hide prices.

Getting started

Admin experience

Member experience

Customize permissions

Understand permissions

Key considerations

Best practices

FAQs

Can an administrator view a module when its permission is off?

Can I hide prices from an administrator?

​Customize permissions

​Understand permissions

​Key considerations

​Best practices

​FAQs

​Can an administrator view a module when its permission is off?

​Can I hide prices from an administrator?

Customize permissions

Understand permissions

Key considerations

Best practices

FAQs

Can an administrator view a module when its permission is off?

Can I hide prices from an administrator?