Summary
Join It allows you to invite additional admins to collaborate on your organization and assign them specific permission levels. Each level controls what actions a user can take within your dashboard.
This guide provides an overview of each permission type and helps you choose the right level based on your team’s needs.
Summaries of Permission
Here’s a quick overview before diving into details:
Owner
Full access to all features, including sensitive actions like deleting data and managing billing.
Manager
Broad access to manage members and payments, but restricted from high-risk or irreversible actions.
Frontdesk
Limited access focused on day-to-day member interactions, such as check-ins and record updates.
Read-only
View-only access to data and reports, with no ability to make changes.
Detailed Permission Breakdown
In this section, we'll review in more detail the different permission levels - so you can determine which ones are best to grant to your users.
Owner Permission
The Owner is the highest level of access. The user who creates the organization is automatically assigned this role.
Because of the level of control, Owner permissions should only be granted to highly trusted users.
Key capabilities:
Full access to all features and settings
Update billing and subscription details
Manage all data within the organization
Owner-only actions:
Delete the organization
Permanently wipe organization data
Update package billing settings
Manager Permissions
Manager is the most commonly assigned permission level. It allows users to manage members and handle most operational tasks without access to critical system controls.
Managers can:
Update membership statuses
Edit member billing information
Collect payments
Send emails to members or segments
Managers cannot:
Delete the organization
Bulk export or bulk delete members
Delete automations or integrations
Modify payout details (must be done directly in Stripe)
Frontdesk Permissions
Frontdesk access is designed for staff who need to assist members in real time but should not modify system settings.
Frontdesk users can:
Add new members
Search and view member records
Edit individual memberships
Check in members (if enabled)
Frontdesk users cannot:
Access setup or configuration settings
Make bulk updates
Manage automations or integrations
Read-only Permissions
Read-only access is ideal for stakeholders who need visibility into data without making changes.
Read-only users can:
View member records
Access metrics, payments, and communications
Review organization settings
Read-only users cannot:
Add or edit members
Process check-ins
Make any changes to data or settings
Choosing the Right Permission Level
When assigning permissions, consider the level of responsibility and trust required:
Use Owner sparingly for those managing billing and critical settings
Assign Manager for team members handling day-to-day operations
Use Frontdesk for staff interacting directly with members
Choose Read-only for visibility without risk of changes
Frequently Asked Questions:
How do I add a new admin to my organization?
From your admin dashboard, navigate to the Settings tab then click 'Manage Admins' and invite a new user by email. You’ll be prompted to assign a permission level during the invite process.
You can also learn more about this here.
Can I change an admin’s permission level later?
Yes, if you're an 'Owner' then you can update a user’s permission level at any time from the Manage Admins page.
Can I delete an Admin account?
Yes, if you're an 'Owner' then you can delete an Admin account anytime.