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Who sees what, and where

3 min read·Updated July 2026

Here is the honest map of what each role reaches. Two habits run through all of it: your client directory is shared across the whole business, while calendars and bookings belong to the branch they happen at.

Who can change things

Permission to change
BY ROLE
Services, plans and groupsowner, admin
Locations and staffowner, admin (managers staff their branch)
Class schedulesowner, admin, location manager
Clients, sales, paymentsowner, admin, manager, front desk
Bookings and attendanceowner, admin, manager, front desk

The line worth noticing is the one between the desk and the timetable. Front desk staff run the day: they sign members up, take payments, book seats and mark who came. They don’t create the Tuesday 7am class or change what a plan costs.

Who can see things

Every staff role can read the working information of the business: the client directory, schedules, contracts and invoices at the locations they cover. Instructors are the read-only role, so they see their classes and who is booked into them without being able to change anything.

Staff visibility is not privacy from your team. If a note shouldn’t be read by an instructor covering a shift, it doesn’t belong in a client record.

Where it applies

A grant at one branch stops at that branch. Someone scoped to Downtown sees the Downtown calendar, its bookings and its sessions; another branch’s day simply isn’t there. Clients are the deliberate exception: the directory is org-wide, so a member who usually trains downtown isn’t a stranger when they walk into your second location.

Two things stay org-wide

Editing the catalog and reading the audit log both need org-wide owner or admin authority, no matter how many branches someone manages. What you sell and who did what are decisions about the whole business; see Keep an audit trail.

Good to know
Members see far less than any staff role, and only ever their own data; see What your clients can see.
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OverviewWho can change thingsWho can see thingsWhere it appliesTwo things stay org-wide