Access Permissions
This documentation outlines what navigation items are available to users based on their role and subscription level. The following roles and levels are supported:
Roles:
ownermanagerstaffaccountant
Subscription Levels:
freebasicgrowthpremium
Navigation Access Matrix
| Feature / Nav Item | Role Restrictions | Subscription Level Requirements |
|---|---|---|
| Dashboard | Any | Any |
| Members | Not accountant | Any |
| Membership Levels | Not staff, Not accountant | Any |
| Agreements | Not staff, Not accountant | Any |
| Portal Settings | Not staff | Any |
| Staff | Not staff | Not free |
| Digital Cards | Not staff | growth or premium |
| Doors | Not staff | growth or premium |
| Marketplace | Not staff, Not accountant | Any |
| Trainer Availability | Any | Not free or basic |
| Text Campaigns | Not staff | premium |
| Email Campaigns | Not staff | premium |
| Blog | Not staff | Any |
| Pages | Not staff | Any |
| Waitlist Responses | Not staff | premium |
| Financial Transactions | Not staff | Any |
| Event Registrations | Not accountant | growth or premium |
| Check In Report | Not accountant | growth or premium |
| Class Registrations | Not accountant | growth or premium |
| Resources Report | Not accountant | premium |
| Door Access | Not accountant | premium |
| Paused Members (Reports) | Needs the View Subscription Reports permission: always for owners and managers, by default for accountant, for staff only if granted | Not free |
| Events | Not accountant | growth or premium |
| Classes | Not staff | Not free or basic |
| Packages | Not staff | premium |
| Resources | Not staff | premium |
| Add-ons menu | Only the links you are allowed to use (Training: owners, managers and staff marked as trainers) | Any |
Notes
- Users with role
accountanthave the most limited access. staffusers can see members but not manage membership levels or campaigns.- Subscription-based gating applies mostly to
growthandpremiumplans for advanced features like campaign tools, digital access, or scheduling resources. - Some feature access is gated behind both role and level.
Keep this matrix updated when adding new menu items or changing access control logic.