The definition of the user's role is very important. Indeed, it defines what the user can see and do in the software.
GOOD TO KNOW
This article explains what is defined by default for a user's profile when creating the club in the software. However, you can contact your Xplor Gym interlocutor to know whether it is possible to add, change or remove a feature for a precise role.
For example, if you want sales consultants not to be able to choose the differed payment for a member, it is possible to avoid them to do this action.
To get straight to the targeted role, just select the corresponding title.
ADMINISTRATOR ...
Role defined as 'Administration' at the level of the user.
What can be seen and done ?
> You can access the whole features in the software (except those needing a specific activation which will be identified by your Xplor Gym interlocutor when expressing your needs).
So you can see:
MENU | Menu tabs |
Management | Dashboard, Members, Entries, Stock, Safe deposit box, Financial data and Management exports |
Financial actions | Direct Debits, Bank deposit, Funds & Closing |
Settings | Login screen, Users, Legal & Financial (Penalties for rejected Direct Debits, Catalogue, Access Control, Schedule & Bookings, Customisation, General, Works Council and Special Offers. |
Planning | All |
Smartmessaging | Automated campaigns, One-off campaigns and Settings |
MANAGEMENT
Contains the following tabs : Dashboard, Clients, Entries, Stock, Safe box, Financial data and Management exports.
FINANCIAL ACTIONS
Contain the following tabs : direct debits, bank deposits, funds and closing.
SETTINGS
Contain the following tabs : login screen, users, legal and financial (the penalties for direct debits), catalogue, access control, schedule and bookings, customisation, general, works council and promotional campaign.
PLANNING
SMARTMESSAGING
SALES CONSULTANT ...
Role defined as a sales consultant at the level of the user.
What can be seen and done ?
So, you can see :
MENU | Menu tabs |
Management | Dashboard, Clients, Entries and Financial data |
Financial actions | Funds and Closing, My funds |
Settings | Login screen |
Planning | All |
MANAGEMENT
Contains the following tabs : dashboard, clients, entries and financial data.
FUNDS AND CLOSING : MY FUNDS
SCREEN CONNECTION IN MANAGEMENT
PLANNING
COACH...
Role defined as a coach at the level of the user.
What can be seen and done ?
So, you can see :
MENU | Menu tabs |
Planning | Timeslots and Bookings |
PLANNING
OPERATIONAL MANAGER ...
Role defined as an 'operational manager' at the level of the user. This role corresponds to the club accountant's role for example.
What can be seen and done ?
So, you can see :
MENU | Menu tabs |
Management | Dashboard, Clients, Entries, Stock, Safe deposit box, Financial data, Management exports |
Financial actions | Direct Debits, Bank deposits, Funds & Closings |
Settings | Catalogue and Work Council |
MANAGEMENT
Contains the following tabs : dashboard, clients, entries, stocks, safe box, financial data and management exports.
FINANCIAL ACTIONS
SETTINGS
Contain the following tabs : catalogues and works council.
LICENSE ADMINISTRATOR
Role defined as a 'Manager' at the level of the user. This role corresponds to a license administrator's role in a network for example.
What can be seen and done ?
So, you can see :
MENU | Menu tabs |
Management | Dashboard, Clients, Entries, Stock, Safe deposit box, Financial datat, Exports |
Financial actions | Direct Debits, Bank deposits, Funds and Closing |
Settings | Catalogue and Work Council |
MANAGEMENT
Contains the following tabs : dashboard, clients, entries, stocks, safe box, financial data and management exports.
FINANCIAL ACTIONS
Contains the following tabs : Direct debits, bank deposits, funds and closing.
SETTINGS
Contain the following tabs : login screen, users and works council.
PLANNING
COMMUNICATION MANAGER ...
Role defined as a 'Communication' manager at the level of the user.
What can be seen and done ?
> You can access the whole features of the software (except those needing a specific activation which will be identified by your Xplor Gym interlocutor when telling about your needs).
So, you can see :
MENU | Menu tabs |
Settings | Customisation |
Smartmessaging | Automated campaigns, One-off campaigns and Settings |
SETTINGS
Contains the customisation tab.
SMARTMESSAGING
ACCOUNTANT ...
Role defined as an 'Accountant' in the user role.
What can be seen and done ?
> You can access the Management Exports, download these exports and use them for the club accounting.
MENU | Menu tabs |
Management Exports | My last accounts ; Accounts ; Club life ; Finance ; Members & Sales ; Points of warning ; Specific features |
MANAGEMENT EXPORTS
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