Creating Staff Roles

There are 4 levels of staff access that each come with levels of permissions on the Virtfit platform. They are;

• Account Owner (with Admin Access)
• Admin
• Manager
• Trainer

Here are the steps to create a staff member, assign them permissions (roles), add them to branches and assign them client access.

Step 1: Log in to your dashboard. 

Step 2: Click on the drop down next to your name in the top right-hand corner, from the list, select ‘My Account’

Step 3: From the list, select ‘Staff' and then 'Add New Staff.'

Step 4: Add in all the relevant details and select the role of your staff member. You will be able to see the list of permissions if you click on the ‘i’ icon.

Branch Access - (Gym/Studio Plan only)

Assigning staff to branches gives staff access to all or specific branches that you have previously set up. 

Client Access

Selecting your staff’s client access allows you to either allow them to access their clients only or all the clients in the organization (or for a Gym/Studio Plan - all the clients assigned to the branches they are attached to.)

Step 5: To save, click the create button at the bottom.

Your staff member will be sent an email giving them a temporary password and a link that they can login through. They will also be sent your Organizations Business ID and an iPad access code. The Business ID is needed when they login to either the mobile or iPad Apps as it will then connect them to your Organization.

You can then start assigning clients to your new staff member. When a trainer has been assigned a new client they will receive this email: