User Permissions for Enhanced Office Security
To bolster security across our offices, we've made updates to the permission levels for user accounts. This guide outlines the new restrictions and explains how to update permissions when access to sensitive information is required.
Restricted Actions
Certain actions are now limited to users with elevated permission levels:
Action | Required Permission Level | Notes |
Update deposit bank details | Admin User: Plan Coordinator, Owner, or Super Admin user | Only one Plan Coordinator can be assigned per office. |
View/download payout reports | Users above and Admin users without being labeled as Plan Coordinator or Super Admin. | Standard users no longer have access to payout reports. |
Transfer Members Between Locations | Users above and Admin users without being labeled as Plan Coordinator or Super Admin. | Standard do not have access to the Transfer member tool |
How to Update User Permissions
Only the business owner or current admin users can modify user access levels. To grant Admin or Super Admin access:
Go to Settings
Select Users
Locate the user needing updated access
Click on the shield icon next to their name
Choose the appropriate permission level:
Admin – Grants access to admin-level features within the assigned location
Super Admin – The highest user level next to the business owner. If you are a multilocation practice, a super admin user will be granted access to ALL locations within your organization.
Save your changes
Key Roles Explained
Business Owner: This role should be assigned to the owner of the organization. There can only be ONE business owner assigned. This rule holds true whether you have 1 location or 45 locations within your organization. A business owner will receive weekly metrics emails which will be sent to the email address they use to login.
Super Admin: The highest user level next to the business owner. If you are a multilocation practice, a super admin user will be granted access to ALL locations within your organization.
Plan Coordinator: The designated point person for membership plans; only one per location. This user will receive weekly metrics emails which will be sent to the email address they use to login.
Admin User: Authorized to have a higher level of access. They can view and download payout reports.
Standard User: Basic access; restricted from sensitive financial information and reporting. Can enroll members and perform basic tasks to manage member accounts.
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