Each ABC Trainerize account can only have one Account Owner. Businesses can add additional staff members and assign them different roles based on the level of access and responsibility they need.
Trainer roles help businesses control:
- Which clients a staff member can view and manage
- Which trainers they can view or edit
- Whether they can access business-wide settings
- How much visibility they have across locations
The available staff roles are: Account Owner, Admin, Manager, Shared Trainer, and Regular Trainer.
Each role has a different level of access, with the Account Owner having the highest level and Regular Trainers having the most limited access.
Overview of Staff Roles and Permissions
The permissions listed below reflect the general access available for each staff role. Some permissions can be customized from Settings > Permissions > Team member roles and permissions, depending on the role and feature.
| Owner | Admin | Manager | Shared Trainer | Regular Trainer | |
| Timeline Activities | Entire Business | Entire Business | Clients at assigned location(s)
| Clients at assigned location(s)
| Assigned clients only |
| Clients List | Access to all clients. Can add, deactivate, and reactivate clients. | Access to all clients. Can add, deactivate, and reactivate clients. | Access to all clients at assigned location(s) only. Can add, deactivate, and reactivate clients for any trainer at assigned location(s). | Access to all clients at assigned location(s) only. Can add, deactivate, and reactivate clients for themselves at assigned location(s). | Access to assigned clients only. Can add and deactivate their own clients only. |
| Trainers List | Can add and view all trainers | Can add and view all trainers | Can view all trainers at assigned locations including the Admins and Account Owner. Can only edit Shared Trainer and Regular Trainers at assigned location(s).
| No access | No access |
| Master Workouts and Master Programs | Can create, edit and delete workouts and programs in the Shared, Personal and Browse by Trainer folders. | Can create, edit and delete workouts and programs in the Shared, Personal and Browse by Trainer folders. | Cannot edit, add to, or delete workouts and programs from the Shared folder. Can create, edit and delete workouts and programs in their own Personal Folder and Browse by Trainer at their assigned locations. | Can create, edit, and delete workouts and programs in their Personal Folders only. | Can create, edit, and delete workouts and programs in their Personal Folders only. |
| 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.
|
| Business Settings and Add-Ons | Access to company-wide settings, add-ons and billing. | Access to company-wide settings, and add-ons, except billing. | No access. | No access. | No access |
Stripe Integrated Payments | Can set up Stripe Integrated Payments, manage payments, and sell products. | Can manage payments and sell products. Cannot complete Stripe setup. | Can sell product only. | Can sell products only. | Can sell products only. |
| Class Bookings | Can book classes and appointments for any trainer, including themselves.
| Can book classes and appointments for any trainer (including Owner), including themselves.
| Can book classes and appointments for any trainer (excluding Owner and Admin) at their assigned location(s).
| Can book classes and appointments for themselves only.
| Can book classes and appointments for themselves only.
|
Class Booking Editing Permissions
The table below shows which class offering details each staff role can edit.
Class Detail | Owner/Admin | Manager | Shared Trainer | Regular Trainer |
Location | ✓ | ✓ | ✓ | ✓ |
Start Date | ✓ | ✓ | ✓ | ✓ |
Start Time | ✓ | ✓ | ✓ | ✓ |
Trainer | ✓ | At assigned locations (excluding Owner/Admin) | X | X |
Clients | ✓ | ✓ | ✓ | ✓ |
Class Description | ✓ | ✓ | ✓ | ✓ |
Staff Role Descriptions
Account Owner
The Account Owner has the highest level of access in the business. There can only be one Account Owner per ABC Trainerize account.
The Account Owner can access and manage all clients, trainers, locations, business settings, add-ons, payments, and billing. They are also the only role that can manage subscription details, view invoices, and make billing changes such as upgrading or downgrading the account.
This role is best suited for the primary business owner or the person responsible for managing the overall ABC Trainerize account.
Admin
Admins help manage the business at a company-wide level. They have access to all clients, trainers, payment activity, locations, add-ons, and business settings, except for billing.
Admins can support day-to-day operations and manage most areas of the business, but they cannot access billing information, view invoices, or make subscription changes.
Admins can book classes and 1:1 appointments for themselves and all other trainers on the account, including the Account Owner.
This role is best suited for a business partner, operations lead, or administrative team member who needs broad business access without billing permissions.
Manager
Managers help oversee clients and trainers at their assigned location(s). They can be assigned to one or multiple locations, depending on how the business is set up.
Managers can view and manage clients at their assigned location(s), as well as view trainers and edit eligible trainer roles at those locations. However, they do not have access to business-wide settings, add-ons, or billing.
Managers can book classes and 1:1 appointments for themselves and other trainers on the account, excluding the Account Owner and Admin.
This role is best suited for location managers, team leads, or staff members responsible for supervising trainers and clients within specific locations.
Shared Trainer
Shared Trainers have access to clients at their assigned location(s), making this role useful when trainers need flexibility to support or cover clients beyond their own assigned client list.
Shared Trainers can view clients and payment activity at their assigned location(s), but they cannot access business-wide settings, add-ons, billing, or the Trainer list.
Shared trainers can only book classes and 1:1 appointments for themselves.
This role is best suited for trainers who primarily coach their own clients but may need visibility into other clients at the same location.
Regular Trainer
Regular Trainers have the most limited level of access. They can only view and manage clients assigned directly to them.
Regular Trainers can work with their own clients, view payment activity for those clients, and manage their own personal workouts and programs. They do not have access to business-wide settings, add-ons, billing, the Trainers list, or clients assigned to other trainers.
Regular trainers can only book classes and 1:1 appointments for themselves.
This role is best suited for trainers who only need access to their own client list.
Customizing Team Member Permissions
In addition to the default permissions listed above, some role-based permissions can be customized by the Account Owner or Admin in the business settings.
To view or update these permissions:
- Navigate to Settings.
- Select Permissions.
- Review the Team member roles and permissions table.
- Enable or disable the available permissions for each role, where applicable.
From this section, businesses can manage select permissions for roles such as Admin, Manager, Shared Trainer, and Regular Trainer. These permissions include access to areas such as editing of Master Habits, exercises and meals, exporting of client contact list, session credits, etc.
Please note that not all permissions can be customized. Some permissions are fixed based on the staff member’s role. For example, certain business-wide or billing permissions are only available to the Account Owner.
