What roles can team members have?

Defines the roles and the access rights for each role

We have three user roles within the platform, though only two can be assigned to team members:

Super Admin: This is the primary account holder who originally set up the organisation. This role cannot be assigned to others.
Admin: Has access to most features available to the Super Admin, except for the ability to deactivate the account or delete the Super Admin.
Coach: Can view organisation resources but cannot edit them. They can only access clients they are directly assigned to.

For a detailed breakdown of role-based permissions, please refer to the table below, which outlines access on a feature-by-feature basis.

Feature	Organisation Permission	Admin	Coach
Can start a conversation with other clients	Chat	Yes	No
Can start a conversation with own clients	Chat	Yes	Yes
Can view other coaches conversations with clients	Chat	Yes	No
Can review other coaches client checkins	Checkins	Yes	No
Can view other coaches client checkins	Checkins	Yes	No
Allocate a coach to a client	Clients	Yes	No
Can view other coaches clients	Clients	Yes	No
Delete a client they coach	Clients	Yes	Yes
Delete a client they dont coach	Clients	Yes	No
Can create custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes
Can delete custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes - Own
Can edit custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes - Own
Can view custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes
Can see other coaches checkin figures	Dashboard	Yes	No
Can see other coaches upcoming renewals	Dashboard	Yes	No
Can see set up progress bar	Dashboard	Yes	Yes
Assign files to clients	Document Vault	Yes	Yes
Create folders	Document Vault	Yes	Yes
Delete other coaches documents	Document Vault	Yes	No
Delete own documents	Document Vault	Yes	Yes
Upload files	Document Vault	Yes	Yes
View documents	Document Vault	Yes	Yes
Can override email templates	Email Templates	Yes	No
Can view email templates	Email Templates	Yes	No
Can amend organisation exercises	Exercises	Yes	Yes
Can see organisation exercises	Exercises	Yes	Yes
Can create a form	Forms	Yes	Yes
Can delete a form	Forms	Yes	Yes - Own
Can delete other coaches forms	Forms	Yes	No
Can edit a form	Forms	Yes	Yes - Own
Can see all forms	Forms	Yes	Yes
Can see other coaches clients form submissions	Forms	Yes	No
Can see public form submissions	Forms	Yes	Yes
Can create a recipe	Recipes	Yes	Yes
Can delete recipes	Recipes	Yes	Own recipes
Can edit other coaches recipes	Recipes	Yes	No
Can view all recipes	Recipes	Yes	Yes
Can create a service	Services	Yes	Yes
Can add a price to services	Services	Yes	Yes
Can push to Stripe	Services	Yes	Yes
Can delete other coaches services	Services	Yes	No
Can edit other coaches services	Services	Yes	No
Can generate payment links	Services	Yes	Yes
Can view other coaches service	Services	Yes	Yes
Can amend branding	Settings	Yes	No
Can configure Calendly	Settings	Yes	No
Can configure Cliniko	Settings	Yes	No
Can configure Stripe	Settings	Yes	No
Can create check-in templates	Settings	Yes	Yes
Can deactivate account	Settings	Super admin only	No
Can deactivate plan	Settings	Yes	No
Can downgrade plan	Settings	Yes	No
Can edit check-in templates	Settings	Yes	Yes - Own
Can update terms and conditions	Settings	Yes	No
Can upgrade plan	Settings	Yes	No
Can view check-in templates	Settings	Yes	Yes
Can view plan	Settings	Yes	No
Can add tasks to a taskboard	Task Boards	Yes	Yes
Can create a taskboard	Task Boards	Yes	Yes
Can delete a taskboard	Task Boards	Yes	No
Can delete taskboard tasks	Task Boards	Yes	Yes
Can edit a taskboard	Task Boards	Yes	Yes
Add team members	Team Members	Yes	No
Can amend team member seats	Team members	Yes	No
Can delete super admin	Team members	No	No
Can delete team members	Team members	Yes	No
Can create workouts	Training Plans	Yes	Yes
Can delete other coaches training plans	Training Plans	Yes	No
Can delete workouts	Training Plans	Yes	Yes
Can edit workouts	Training Plans	Yes	Yes
Can see other coaches assigned clients	Training Plans	Yes	No
Create re-use organisation workouts	Training Plans	Yes	Yes
Assign training plan to clients	Training Plans	Yes	Yes - Own

Defines the roles and the access rights for each role

We have three user roles within the platform, though only two can be assigned to team members:

Super Admin: This is the primary account holder who originally set up the organisation. This role cannot be assigned to others.
Admin: Has access to most features available to the Super Admin, except for the ability to deactivate the account or delete the Super Admin.
Coach: Can view organisation resources but cannot edit them. They can only access clients they are directly assigned to.

For a detailed breakdown of role-based permissions, please refer to the table below, which outlines access on a feature-by-feature basis.

Feature	Organisation Permission	Admin	Coach
Can start a conversation with other clients	Chat	Yes	No
Can start a conversation with own clients	Chat	Yes	Yes
Can view other coaches conversations with clients	Chat	Yes	No
Can review other coaches client checkins	Checkins	Yes	No
Can view other coaches client checkins	Checkins	Yes	No
Allocate a coach to a client	Clients	Yes	No
Can view other coaches clients	Clients	Yes	No
Delete a client they coach	Clients	Yes	Yes
Delete a client they dont coach	Clients	Yes	No
Can create custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes
Can delete custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes - Own
Can edit custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes - Own
Can view custom metrics & measurements	Custom Metrics & Measurements	Yes	Yes
Can see other coaches checkin figures	Dashboard	Yes	No
Can see other coaches upcoming renewals	Dashboard	Yes	No
Can see set up progress bar	Dashboard	Yes	Yes
Assign files to clients	Document Vault	Yes	Yes
Create folders	Document Vault	Yes	Yes
Delete other coaches documents	Document Vault	Yes	No
Delete own documents	Document Vault	Yes	Yes
Upload files	Document Vault	Yes	Yes
View documents	Document Vault	Yes	Yes
Can override email templates	Email Templates	Yes	No
Can view email templates	Email Templates	Yes	No
Can amend organisation exercises	Exercises	Yes	Yes
Can see organisation exercises	Exercises	Yes	Yes
Can create a form	Forms	Yes	Yes
Can delete a form	Forms	Yes	Yes - Own
Can delete other coaches forms	Forms	Yes	No
Can edit a form	Forms	Yes	Yes - Own
Can see all forms	Forms	Yes	Yes
Can see other coaches clients form submissions	Forms	Yes	No
Can see public form submissions	Forms	Yes	Yes
Can create a recipe	Recipes	Yes	Yes
Can delete recipes	Recipes	Yes	Own recipes
Can edit other coaches recipes	Recipes	Yes	No
Can view all recipes	Recipes	Yes	Yes
Can create a service	Services	Yes	Yes
Can add a price to services	Services	Yes	Yes
Can push to Stripe	Services	Yes	Yes
Can delete other coaches services	Services	Yes	No
Can edit other coaches services	Services	Yes	No
Can generate payment links	Services	Yes	Yes
Can view other coaches service	Services	Yes	Yes
Can amend branding	Settings	Yes	No
Can configure Calendly	Settings	Yes	No
Can configure Cliniko	Settings	Yes	No
Can configure Stripe	Settings	Yes	No
Can create check-in templates	Settings	Yes	Yes
Can deactivate account	Settings	Super admin only	No
Can deactivate plan	Settings	Yes	No
Can downgrade plan	Settings	Yes	No
Can edit check-in templates	Settings	Yes	Yes - Own
Can update terms and conditions	Settings	Yes	No
Can upgrade plan	Settings	Yes	No
Can view check-in templates	Settings	Yes	Yes
Can view plan	Settings	Yes	No
Can add tasks to a taskboard	Task Boards	Yes	Yes
Can create a taskboard	Task Boards	Yes	Yes
Can delete a taskboard	Task Boards	Yes	No
Can delete taskboard tasks	Task Boards	Yes	Yes
Can edit a taskboard	Task Boards	Yes	Yes
Add team members	Team Members	Yes	No
Can amend team member seats	Team members	Yes	No
Can delete super admin	Team members	No	No
Can delete team members	Team members	Yes	No
Can create workouts	Training Plans	Yes	Yes
Can delete other coaches training plans	Training Plans	Yes	No
Can delete workouts	Training Plans	Yes	Yes
Can edit workouts	Training Plans	Yes	Yes
Can see other coaches assigned clients	Training Plans	Yes	No
Create re-use organisation workouts	Training Plans	Yes	Yes
Assign training plan to clients	Training Plans	Yes	Yes - Own

Help center

What roles can team members have?

Defines the roles and the access rights for each role

What roles can team members have?

Defines the roles and the access rights for each role