Roles & Permissions

When adding a staff member, you'll be asked to specify their "role". The Role dictates the level of access they'll have in the system, and on this page, you can edit detailed permissions for each role.

You can visit the Roles & Permissions page by navigating to Settings > Roles & Permissions (opens in a new tab) in the Swift Admin Dashboard.

Role Options

There are 3 main roles in Swift, and they are:

1. Owner: The owner of the facility, and of the account that was used to setup Swift originally
2. Staff: Generally reserved for admin, front desk, or co-owners, this role has elevated permissions by default
3. Instructor: Ideal for coaches and trainers. Limited permissions by default.

Note: There can only be one owner at all times, and every staff member with a given role has the same set of permissions (as defined by the role)

Permissions

You can click into a specific role to control the level of permissions that the role has.

You'll notice a very detailed breakdown of the various actions that are possible in Swift. Each permission can be checked or unchecked to toggle access accordingly. You also have the ability to "Select All" or "Deselect All" as quick actions.

Default Permissions

The suggested permissions are already selected under the staff and instructor roles:

• Staff: By default, the staff role will not have visiblity into payroll/revenue reports, facility settings, or ability to edit staff. You can add the permission if you like.
• Instructor: By default, the instructor role is strictly limited to viewing availability for themselves. You have full control to provide more access to bookings, customers, and services if they will require visibility or will help to create services.

Adding Custom Roles

Currently, adding your own custom role isn't supported in Swift. It's coming soon though, so stay tuned!