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Permissions

Permissions (or staff roles) allow you to determine the level of access staff members have to InTouch Follow-Up functionality, depending on their responsibilities in your Club. InTouch is already set up with default permissions that fit 90% of all clubs, but each club is unique and you can customize each role’s access.

How to Access Permissions to view or make changes:

  1. Go to the Admin Tab
  2. Select Permissions .... This tab is located on the blue bar between Staff and Transfer. If you see Staff and Transfer, but not Permissions, this means that you do not have the ability (or permission) to edit Permissions.
  3. Click Edit to the right of an existing permission or click New Permission from the Admin Links Menu on the left
  4. Make the appropriate changes (see definitions below)
  5. Click Save
    Note: Staff will need to log out and log back in in order to see the permission change. 

Definitions/Explanations of Permissions

Lead/Ownership Rights

  • View All Without Owning = This role can view all leads in your InTouch site, but cannot be assigned a lead (cannot be a Lead Owner). Often used for Desk Staff, Club Owners, and sometimes GMs. Restricting lead ownership to only the appropriate staff roles reduces human error of assigning a lead to the wrong person this preventing leads from falling through the cracks.
  • View My Leads Only = Can only view his/her own Leads. Lead names will still be shown in the duplicate checker to avoid duplicate entry.
  • View All Leads = Can view all Leads in your InTouch site and can also be assigned a lead (can be a Lead Owner).

Note: Ownership rights are NOT linked to lead transfer rights. It is common for Sales Staff to be able to "View All Leads", but not transfer leads from one lead owner to another. Transferring leads is a separate permission level - see below. 

 

Lost Memberships

This feature is not applicable for majority of clubs and have this set to "Hide". If enabled, it allows you to manually enter the number of lost (cancelled, expired, etc) memberships to calculate your new, lost and net memberships. This feature is NOT linked the Expire Member feature or the ABC Smart Match feature. It is only to manually enter lost members.

 

 

 

 

 

 

 

See Also...

 

 

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