When adding a staff member, you'll be asked to specify their "Role". The Role dictates the level of access they'll receive when they log into Swift Admin.
You can visit the Roles & Permissions page by navigating to Settings > Roles & Permissions in the Swift Admin Dashboard.
There are 4 main roles in Swift. Each role is designed for different responsibilities and levels of access,
Owner: The owner of the facility, and of the account that was used to setup Swift originally. Full control over all facility settings, bookings, payments, and user management.
Admin: Admins have elevated permissions and can manage most day-to-day operations. Ideal for co-owners and/or managers overseeing various facility operations.
Staff: Staff can manage bookings and assist customers but generally have fewer permissions than Admins. This role is mostly used for front-desk staff.
Instructor: Ideal for coaches, instructors and trainers. Limited permissions by default.
You can click into a specific role type to control the level of permissions that the role has. Permissions apply to all personnel listed under the selected role and cannot be customized on an individual basis.
You'll notice a very detailed breakdown of the various actions that are possible in Swift. Each permission can be checked or unchecked to toggle access accordingly. You also have the ability to "Select All" or "Deselect All" as quick actions.
The suggested permissions are already selected under the staff and instructor roles:
Staff: By default, the staff role will not have visibility into payroll/revenue reports, facility settings, or ability to edit staff. You can add the permission if you like.
Instructor: By default, the instructor role is strictly limited to viewing availability for themselves. You have full control to provide more access to bookings, customers, and services if they will require visibility or will help to create services.
Currently, adding a custom role type isn't supported in Swift.
You cannot set or adjust the permissions for a specific staff member. The permissions set for a role type will automatically apply to everyone assigned to that role.
