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Custom User Roles (Premium only)

Premium plans allow the ability to create custom admin user roles, outside of the standard three user roles: Staff, Manager, Board.

On the Premium plan, you can create your own admin roles, like Swim Coach, Treasurer, or Social Chair, and give each one only the access it needs.

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Add a custom role

  1. Go to Admin > User Roles.

  2. Click Add Role below the list of roles.

  3. Type a name (up to 30 characters) and click Create.

  4. The new role starts with nothing turned on. Use the switches on the right to turn on each capability it needs, like Front Desk.

💡 Some switches are greyed out? Each capability shows which plans include it, and ones outside your plan can't be turned on. If your club isn't on Premium, Add Role is locked and says Custom roles require the Premium plan.

Next, assign the role to people in Admin > Users.


Delete a custom role

  1. Go to Admin > Users and move everyone with that role to a different role, or archive them. Admin > User Roles shows how many users each role has.

  2. Go to Admin > User Roles and select the role.

  3. Click Delete Role at the top right, then click Delete.

If anyone still has the role, you'll see Reassign this role's users before deleting it. The built-in Staff, Manager, and Board roles can't be deleted, and Board always has every capability.

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