Who Can do What? Take Control with Staff Roles in in2
Webinar • 27 min
Operational security and clear accountability are vital for every growing fitness, wellness, or activity business. In this 27-minute walkthrough, in2 account managers Mazen and Melissa demonstrate how to set up granular staff roles and security tags to safeguard your revenue, maintain data privacy, and prevent operational chaos.
Key Takeaways:
• Tiered Access Architecture: Standardize permissions using a 5-level framework tailored to trainers, front-desk staff, and operations managers.
• Financial Integrity: Separate daily drawer reconciliation from high-level revenue reporting, and restrict transaction modifications to preserve clean audit trails.
• Operational Safeguards: Delegate routine tasks—such as class check-ins, package freezing, and client notes—while restricting bulk exports, historical data deletion, and system configuration.
• New Feature Walkthrough: Explore how the built-in Blacklist & Whitelist tool helps managers restrict bookings for problematic accounts.
Watch the full webinar recording to align your team's access permissions and protect your bottom line.
Highlights
Key takeaways from the conversation
Role-Based Permission Levels
Understand how to categorize team members across 5 standardized access levels, from trainers and front desk receptionists to operations managers, ensuring each role has only the tools they need.
Safeguarding Financials & Daily Cash Management
Best practices for managing payment visibility, receipt of funds, transaction edits, and restricting financial reports to prevent auditing discrepancies, revenue leakage, and fraud.
Managing Client Operations, Bookings & Blacklisting
How to control permissions around scheduling, package freezing/editing, attendee deletions, and using the built-in blacklist/whitelist feature to protect your facility from disruptions.
Protecting Core Settings & Business Intelligence
Why high-level functions like payroll, company configuration, customer data export, and role-tag editing should remain strictly in the hands of managers and business owners.
Timestamps
Jump to the moments that matter
01:49
Meet the Personas: Trainer, Receptionist & Manager
02:30
Setting Up the 5 Staff Access Levels
04:08
Payment Processing & Financial Controls
05:10
Attendance, Scheduling & Cancellation Permissions
07:13
Editing, Freezing & Deleting Packages
08:17
Handling Old Sessions & Historical Data
see all
09:45
Client Data Security & Export Restrictions
12:36
Front Desk Daily Cash vs. Full Financials
14:18
Editing/Deleting Transactions & Audit Safety
16:05
Feature Highlight: Blacklist & Whitelist Tool
18:41
Structuring Access to System Reports
22:06
Configuring Mobile App Permissions
23:11
Securing Company Settings, Payroll & Staff Roles
26:18
Q&A & Wrap-Up
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