For whom
Club owner or the person responsible for team onboarding.
Number of steps
3 steps
Before you start
- Prepare the list of people who really need access and decide who should be an admin and who should be a coach.
Steps
1
Map responsibilities first
Do not start by giving everyone full access. First decide who manages the club, who runs classes, and who only needs selected views.
2
Invite the team in waves
Add the core implementation people first and invite the rest later. That makes it easier to validate roles and module visibility.
3
Validate one real task for every role
An admin should create a group and a payment plan, while a coach should validate the schedule and attendance list. This catches bad permissions faster than browsing the menu.
Important notes
- Grant full permissions only where they are actually needed. It simplifies onboarding and reduces the risk of mistakes.