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About Admin User Roles and Capabilities

Updated this week

Member Splash has four user roles that control what people can see and do in your system.


The Four User Roles

Member (Your Club Members) Not an admin user

  • Access only to the front end of your website

  • Can view and manage their own account information

  • Can purchase products and make payments

  • Cannot access admin functions

Staff (Front Desk and Lifeguards) Admin user with limited access

  • Access to check-in members and guests

  • Can process Point of Sale transactions

  • Cannot view sensitive financial data or member details beyond what's needed for check-in

  • Perfect for seasonal employees or volunteers

Manager (Department Heads, Coordinators) Admin user with customizable access

  • Customizable access to specific admin functions

  • Default access: Front Desk, Point of Sale, and Member Accounts

  • Board can grant additional permissions as needed

  • Good for membership chairs, pool managers, etc.

Board (Full Administrative Access) Admin user with complete access

  • Complete access to all system functions

  • Can manage all members, payments, reports, and settings

  • Can add/remove other admin users and customize their permissions

  • This is you


How to Add Admin Users

To add a board member, manager, or staff member:

  1. Go to Admin → Users

  2. Click Add New User

  3. Enter their name, email, and username

  4. Select their role (Board, Manager, or Staff)

  5. Set a temporary password (they can change it after first login)

  6. Click Save

They'll now be able to log in with their credentials and access the system based on their assigned role.


Customizing Manager and Staff Permissions

Board-level admins can grant or remove specific capabilities for the Manager and Staff roles.

Common Manager permissions:

  • Accounts - manage member information

  • Payments - view and record payments

  • Email Campaigns - send communications

  • Events - create and manage events

  • Reports & Exports - run reports

Common Staff permissions:

  • Front Desk - check in members (default)

  • Point of Sale Staff - process sales (if applicable)

To customize permissions:

  1. Go to Admin → User Roles

  2. Select Manager or Staff

  3. Check or uncheck capabilities as needed

  4. Click Save

Note: Changes to role permissions affect all users with that role. If you need different permission levels for different managers, you may need to use custom roles (contact Support).


User Role Capabilities

Board level admins have the ability to grant and revoke capabilities for each user role. Let's review the capabilities:

Accounts: Allow viewing, editing, creating and deleting club membership accounts and the members attached to those accounts. Also allows managing account notes, account types and account tags. Available to: Basics, Essentials, Premium

Attendance Staff: Allow access to manage time-off requests, and view detailed attendance logs. Available to: Basics, Essentials, Premium

Attendance Manager: Allow access to manage employee attendance, shifts, time-off requests, and view detailed attendance logs. Available to: Basics, Essentials, Premium

Email Accounts: Allows creating and deleting club email accounts and fowarders (aliases). Note: Your club must be using our email servers for this to be applicable. Available to: Premium

Email Campaigns: Allows creating and sending emails to segmented member lists.

Available to: Essentials, Premium

Events: Allow adding, editing and deleting events. Available to: Essentials, Premium

Forms: Allows creating, editing and deleting forms; viewing, editing and deleting form entries and entry notes; exporting form entries; and configuring forms to accept payment (Example: creating a form for swim lessons that allows members to pay online). Available to: Basics, Essentials, Premium

Front Desk: Assigned to the staff role by default. Allows accessing the check-in, reservations, photos and visits screens. Available to: Basics, Essentials, Premium

Google Integration: Allows syncing form entries to Google Sheets. Available to: Essentials, Premium

MailChimp: Allows creating and sending MailChimp emails, configuring settings and performing batch syncs. Available to: Basics, Essentials, Premium

Media: Allow uploading, editing and deleting images and files like PDFs. Available to: Basics, Essentials, Premium

Member Splash Settings: Allows changing various Member Splash settings regarding things like required account fields, accepted payment methods, guest credit usage, etc. Granted to the board role by default. Available to: Basics, Essentials, Premium

News Tickers: Allow creating, editing and deleting news tickers (scrolling updates that can be placed in various spots on the website and assigned scheduled start and stop dates). Available to: Premium

Pages: Allow adding, editing and deleting pages. Available to: Essentials, Premium

Payments: Allow access to all functions connected to payments: setting up products; viewing orders; recording receipt of check payments; etc. Available to: Basics, Essentials, Premium

Point of Sale Staff: Allows creating and editing point of sale orders. Available to: Essentials, Premium

Point of Sale Manager: In addition to creating and editing point of sale orders allows deleting orders and configuring point of sale settings. Available to: Essentials, Premium

Posts: Allow adding, editing and deleting posts. Available to: Essentials, Premium

Reports & Exports: Allow accessing the accounts, members, payments and transactions reports and exporting to CSV. Available to: Basics, Essentials, Premium

Reservations: Allows full management of the reservations system including viewing and editing reservable facilities, creating special events, viewing existing reservations and adding and deleting reservations for members. Available to: Basics, Essentials, Premium

Support: Access to the built in support system. Available to: Basics, Essentials, Premium

Users: Allow creating and deleting staff and board accounts (not member accounts) and assigning a user role. Example: Creating a new user account for a club manager and assigning the Manager role. Available to: Basics, Essentials, Premium

Visits: All admin users can access the visits reports screen. This permission allows the selected role(s) to edit and delete visits. Available to: Basics, Essentials, Premium

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