Trainer Roles

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, Trainer. 

 

  Client Access Master Workouts/Programs Team Controls Add-Ons Billing
Owner All locations Shared and own Yes Yes Yes
Admin All locations Shared and own Yes Yes -
Manager Assigned locations Own Yes - -
Shared Trainer Assigned locations Own - - -
Trainer Assigned locations Own - -

 

 

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 ("Your Trainerize Plan" 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 at their assigned location. Managers can be assigned to multiple locations but can only see their assigned locations. They have access to all clients and their payment activity business-wide. Managers do not have the ability to manage the business Settings. 

 

Shared Trainer

Shared trainers have access to all clients and payment activity at their assigned location. 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

Trainers 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

 


Related Articles

Adding Trainers to Your Account

How does the mobile app work for Clients / Trainers? [Apple iOS/Google Android]

  

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