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 |
|
Groups and Challenges |
Can create groups and challenges.
|
Can create groups and challenges.
|
Can create groups and challenges.
|
Can create groups and challenges.
|
Can create groups and challenges.
Can add other trainers to groups. Cannot add other trainers to challenges.
|
|
Access to company-wide Add-ons and Settings |
Yes |
Yes |
No |
No |
No |
Class booking
- 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:
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.
Stripe Integrated Payments Permissions
|
Trainerize Pay Setup |
Manage Payments |
Sell Products |
|
|---|---|---|---|
|
Owner |
X |
X |
X |
|
Admin |
X |
X |
|
|
Manager |
X |
||
|
Shared Trainer |
X |
||
|
Trainer |
X |
Related Articles
- Adding Trainers to Your Account
- How does the mobile app work for Clients / Trainers? [Apple iOS/Google Android]
