TEAM OVERVIEW

This article shows users the Role structure for team members in the software and outlines the functionality shown on the Team Overview page.

ROLES

There are a number of different roles within the system as shown below.

CLUB MANAGER

This User is has see all - do all permissions on the system and can configure how the system is set up and configured for all users. This User is a Manager Role in the system.

PT MANAGER

This Users is similar to the Club Manager and has see all - do all permission for associated Locations unless specific areas of the system have been closed down for them by the Club Manager. This User is a Manager Role in the system.

FRONT OF HOUSE MANAGER

This User sits below the Club Manager and PT Manager roles and has less permissions automatically in the software. FOHM Users cannot set up and configure Packages and Services or adjust system configuration. FOHM's only have permission to see specific Locations associated to their profile by Manager roles.

EMPLOYED TRAINERS

This Users sits below FOHM Users and has no permissions to configure Packages, Services or system configuration and only have permission to see specific Locations associated to their profile by Manager roles.

SELF-EMPLOYED TRAINERS

This Users sits below FOHM Users and has no permissions to configure Packages, Services or system configuration and only have permission to see specific Locations associated to their profile by Manager roles. This User has the ability to be associated as the Payee of a Courses and can see their own Money section in the software.

The Client role sits at the bottom of the role hierarchy below the Trainers roles.

TEAM OVERVIEW

This page has a number of attributes as outlined below.

SEARCH

Users can search for a Trainer in the Search Bar. The search field will search with the following information:

• Name
• Email address

ROLE FILTERS

There are a number of filters on this page which enable Users to see the Tutors they want based on their role as follows:

• Employed Trainer
• Self-Employed Trainer
• Front House Manager
• PT Manager
• Club Manager

TEAM STATUS

Users can filter Team members by the following Status'

• Active
• Inactive

LOCATION

Users can filter Team member by Active Locations that have been associated to the system.

GROUPS

Users can filter Team member by Active Groups that have been associated to the system.

TEAM LIST

Filtered Team members are shown to users with the following headers

• Role
• Name
• Next Appointment
• Email
• User Number 

TEAM USER PROFILE

Users are able to select a Team member and view more information on their profile. Here Users with the relevant permissions can see the following:

• Profile details
  • Spoof link
  • Edit profile
• Future appointments
• Past appointments
• Clients

Users with the relevant permissions are able to SPOOF as a Team member, which means that they are able to bypass log in and view the team members site without having to use the team members log in credentials.