Admin roles

Users
Administrator
Trainer
Manager
Staff member
Can list/see/create/modify affiliated users' data
Can list/see/create/modify affiliated users' data
1) trainer can view/edit users only if granted the 'enroll students' permission (or extended trainer rights), limited to own course participants.
2) worker can view/edit users only if granted the 'book on behalf of users' permission, limited to their own resource.
Administrator
Trainer
√ 1
Manager
Staff member
√ 2
Codes
Administrator
Trainer
Manager
Staff member
Can add/list/see/create/modify codes
Can add/list/see/create/modify codes
Administrator
Trainer
Manager
Staff member
Payments
Administrator
Trainer
Manager
Staff member
Can record payments
Can record payments
1) only if extended rights, only to own course and full sum
2) only for bookings and full sum
3) only to own service bookings and full sum. Note: the payment amount is not currently restricted at the server level for
4)
5)
6) — the full-sum limit is a UI convention, not an enforced rule.
Administrator
Trainer
√ 1
Manager
√ 2
Staff member
√ 3
Can cancel payments
Can cancel payments
Administrator
Trainer
Manager
Staff member
Can import bank statements
Can import bank statements
Administrator
Trainer
Manager
Staff member
Can see bank statement import results
Can see bank statement import results
1) sults are shown directly in the browser after import. There is currently no emailed report for this action (previously documented as emailed to the school's configured admin address).
Administrator
Trainer
Manager
Staff member
Can record payouts from saldo to the user and vice versa
Can record payouts from saldo to the user and vice versa
Administrator
Trainer
Manager
Staff member
Files
Administrator
Trainer
Manager
Staff member
Can upload images and files to the system
Can upload images and files to the system
1) any affiliated staff role (trainer/manager/worker) can upload files, not just Admin.
Administrator
Trainer
√ 1
Manager
√ 1
Staff member
√ 1
Can delete images and files from the system
Can delete images and files from the system
1) staff can only delete files they personally uploaded, not files uploaded by others.
Administrator
Trainer
√ 1
Manager
√ 1
Staff member
√ 1
Forms
Administrator
Trainer
Manager
Staff member
Can create/modify/delete forms
Can create/modify/delete forms
Administrator
Trainer
Manager
Staff member
Can see all form responses
Can see all form responses
1) ainer/worker have no general access to the full response list, but can see responses tied to their own courses/bookings.
Administrator
Trainer
Manager
Staff member
Reports
Administrator
Trainer
Manager
Staff member
Can see school reports and statistics
Can see school reports and statistics
Administrator
Trainer
Manager
Staff member
Communication
Administrator
Trainer
Manager
Staff member
Gets notified by email when a form response is received
Gets notified by email when a form response is received
1) trainer is notified for responses to their own course when enabled in school settings
2) worker is notified for responses to their own service bookings when enabled in school settings.
Administrator
Trainer
√ 1
Manager
Staff member
√ 2
Can use mailing lists
Can use mailing lists
Administrator
Trainer
Manager
Staff member
Bio page automatically lists the courses as trainer
Bio page automatically lists the courses as trainer
Administrator
Trainer
Manager
Staff member
Bio page automatically lists the services offered
Bio page automatically lists the services offered
Administrator
Trainer
Manager
Staff member
Courses & enrollments
Administrator
Trainer
Manager
Staff member
Can add/delete/modify courses and course categories
Can add/delete/modify courses and course categories
1) only if individually granted the 'edit own/all courses' custom permission.
Administrator
Trainer
√ 1
Manager
√ 1
Staff member
√ 1
Can list/add/delete/modify course category pages
Can list/add/delete/modify course category pages
Administrator
Trainer
Manager
Staff member
Can enroll existing users to a course / cancel enrollment
Can enroll existing users to a course / cancel enrollment
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can send message to course participants
Can send message to course participants
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can mark an enrollment as paid
Can mark an enrollment as paid
1) only if extended rights and only to own course
Administrator
Trainer
√ 1
Manager
Staff member
Can list courses
Can list courses
1) only if extended rights and only own courses
Administrator
Trainer
√ 1
Manager
Staff member
Can give discounts (as a sum) to an enrollment
Can give discounts (as a sum) to an enrollment
Administrator
Trainer
Manager
Staff member
Can see course participants
Can see course participants
1) only participant name, dog name, breed, age
2) with extended rights also participant phone, email
Administrator
Trainer
√ 1√ 2
Manager
Staff member
Can see enrollment details, invoice, payment status
Can see enrollment details, invoice, payment status
Administrator
Trainer
Manager
Staff member
Can be assigned as a trainer to a course
Can be assigned as a trainer to a course
1) t enforced in code; a data/UI convention only.
Administrator
Trainer
Manager
Staff member
Can see reserved resources for a course
Can see reserved resources for a course
Administrator
Trainer
Manager
Staff member
Can see course materials
Can see course materials
Administrator
Trainer
Manager
Staff member
Get email notification of a new enrollment or cancellation
Get email notification of a new enrollment or cancellation
Administrator
Trainer
Manager
Staff member
Can use discount codes for trainings
Can use discount codes for trainings
1) t currently role-restricted in code.
Administrator
Trainer
Manager
Staff member
Can give discounts and write penalties
Can give discounts and write penalties
Administrator
Trainer
Manager
Staff member
Bookings & resources
Administrator
Trainer
Manager
Staff member
Can create/modify/delete resources
Can create/modify/delete resources
Administrator
Trainer
Manager
Staff member
Can create/modify/delete services
Can create/modify/delete services
Administrator
Trainer
Manager
Staff member
Can create/modify/delete schedules
Can create/modify/delete schedules
1) only for own associated resource
Administrator
Trainer
Manager
Staff member
√ 1
Can create bookings on behalf of a user
Can create bookings on behalf of a user
Administrator
Trainer
Manager
Staff member
Can cancel bookings
Can cancel bookings
1) only for own services
Administrator
Trainer
Manager
Staff member
√ 1
Can modify date/time/resource for a booking
Can modify date/time/resource for a booking
1) only for own service bookings. Code makes no distinction between service and non-service bookings for this permission (previously documented as two separate rows with different rules).
Administrator
Trainer
Manager
Staff member
√ 1
Can use discount codes for bookings
Can use discount codes for bookings
1) only if the service is not the worker's own service. Not currently role-restricted for Admin/Trainer in code.
Administrator
Trainer
Manager
Staff member
√ 1
Can set booking price and give discounts
Can set booking price and give discounts
1) only for own services
Administrator
Trainer
Manager
Staff member
√ 1
Gets notified by email when a booking is created/cancelled
Gets notified by email when a booking is created/cancelled
1) by default the admin gets the notification, unless another email address is configured in the resource settings. That can be also the email address of the worker
Administrator
√ 1
Trainer
Manager
Staff member
√ 1
Webshop
Administrator
Trainer
Manager
Staff member
Can add/delete/update products and categories
Can add/delete/update products and categories
Administrator
Trainer
Manager
Staff member
Can add/modify/update/cancel orders
Can add/modify/update/cancel orders
1) customer can also view/edit/cancel their own order regardless of staff role (self-service), independent of this row.
Administrator
Trainer
Manager
Staff member
Subscriptions
Administrator
Trainer
Manager
Staff member
Can create/modify/delete subscription types
Can create/modify/delete subscription types
Administrator
Trainer
Manager
Staff member