Trainer, Manager and Staff Permissions

For each Trainerize account, there can only be one account owner. But to help you better manage your business and assign specific responsibilities to team members, there are a variety of different trainer roles that can be assigned.

The four trainer roles from the highest level of authority (after the account owner) to the lowest are as follows: Admin, Manager, Shared Trainer, and Trainer.

General Permissions by Role

	Owner	Admin	Manager	Shared Trainer	Trainer
Timeline Activities	Entire Business	Entire Business	Only locations assigned to Manager	Only locations assigned to Shared Trainer	Only clients assigned to Trainer
Master Workouts and Programs	Create for, edit and delete in the Shared, Personal and Browse by Trainer folders	Create for, edit and delete in the Shared, Personal and Browse by Trainer folders	Cannot edit, add to or delete from the Shared folders. Create, edit and delete in their own “Personal” folders and Browse by Trainer at their assigned locations.	Can only edit their “Personal” folders.	Can only edit their “Personal” folders.
Clients List	Access to everything. Can add new clients, deactivate and reactivate clients.	Access to everything. Can add new clients, deactivate and reactivate clients.	Access to all clients at assigned locations only. Can add new clients, deactivate and reactivate clients for any trainers at assigned location.	Access to all clients at assigned locations only. Can add new clients, deactivate and reactivate clients for themselves at assigned location.	Access to clients assigned to the Trainer only. Can add new clients and deactivate clients for themselves only. Cannot view the “Deactivated Clients” section.
Trainers List	Add and view all trainers	Add and view all trainers	Can view all Trainers at the location(s) assigned to them (including Admins and the Owner). Managers can only edit the Shared Trainers and Regular Trainers at their assigned locations. They cannot edit other Managers or Admin.	No access	No access
Access to company-wide Add-ons and Settings	Yes	Yes	No	No	No

Class booking

The tables below show which clients trainers have access to when creating and editing class offerings.

Note: Clients will be able to self-book into any class offering based on their location despite which trainer they are assigned to.

Trainer Role	Action	Which Clients Can they Access
Owner	Booking Appointments for Any Trainer + Themselves	Can Access All Clients
Admin	Booking Appointments for Any Trainer + Themselves	Can Access All Clients
Manager	Booking Appointments for Any Trainer + Themselves	Can Access Clients at the manager's location (All clients if there is only one location)
Shared Trainer	Booking Appointments for themselves	Clients that are assigned to Themselves only
Regular Trainer	Booking Appointments for themselves	Clients that are assigned to themselves only

Editing Class Bookings:

This table displays what actions can be done by specific trainer roles when it comes to editing a class offering.

Notes:

*This only applies for editing classes, when editing 1/1 appts you will not be able to edit the trainer role (as this appointment type would be booked for that specific trainer).

**Managers can edit trainers that are at their locations only.

Admin

Admins are meant to help manage the business. They have access to all client and payment activity business-wide and have permission to manage the business settings (access to the Settings section) with the exception of the billing information ("Billing" section). Think of the Admin as a "second Owner" but without access to the company's "Billing" section. Only the Account Owner has access to the billing information and the ability to upgrade, downgrade, view invoices etc. This role is best suited for a business partner or an administrative assistant to the owner.

Manager

Managers are meant to manage a certain group of trainers. For this reason, they have the permission to manage trainers and client at their assigned location(s). Managers can be assigned to multiple locations.

Shared Trainer

Shared trainers have access to all clients and payment activity at their assigned location(s). They cannot make any business-wide changes (no access to the "Settings" section) and are meant to be training their own clients only with the flexibility of accessing other clients in the business. For example, in case there is a need to cover for another trainer a shared trainer would be able to do so since they have access all clients (at their assigned location).

Trainer

Although trainers can be assigned to multiple locations, they only have access to the clients assigned to them and their payment activity. Trainers have the lowest level of permission and are meant to train and have access to their own clients only. No access to the "Settings" section either.

Trainerize Pay Permissions

	Trainerize Pay Setup	Manage Payments	Sell Products
Owner	X	X	X
Admin		X	X
Manager			X
Shared Trainer			X
Trainer			X

This article was last updated on March 08, 2023 13:00