Staff Permissions on the Corporate Dashboard
With the Exercise.com Staff Management feature, this guide shows you how to manage staff permissions in the Corporate Dashboard.
1. Account Section
Click the arrow menu next to the Account tab to reveal additional tabs.
2. Trainers
Navigate to the “Trainers” section to manage staff members.
3. Select a Staff Member
Find and select the staff member you wish to edit.
4. Permissions
Select the “Permissions” tab to review access rights and roles.
5. Dashboards Permission
Within Dashboard Permissions, you can configure the level of access a staff member has to dashboard data:
- View All — Gives full access to all dashboard data across every location.
- Limit by Location — Allows viewing dashboard data only for the locations or hierarchy nodes assigned to the staff member.
- None — Removes access to the dashboard. If selected, the staff member sees a 401 Unauthorized page when trying to open the dashboard.
6. Reports Permission
Within Reports Permissions, you can configure the level of access a staff member has to reports:
- View All — Gives full access to all reports across every location.
- Limit by Location — Allows viewing reports only for assigned locations or hierarchy nodes.
- None — Removes access to reports. If selected, the staff member sees a 401 Unauthorized page when trying to access reports.
7. Sites Permission
Within Sites Permissions, you can configure how much access a staff member has to site management:
- View All — Gives full access to manage all sites, platform nodes, and hierarchy across every location.
- Limit by Location — Allows managing sites only within assigned locations or hierarchy nodes.
- None — Removes access to site management. Hides all site management controls in the UI.
8. Data Load – Manage Permission
Within Data Load – Manage Permission, you can configure the level of access a staff member has for managing data loads:
- View All — Gives full access to manage and send data loads across all locations.
- Limit by Location — Allows managing data loads only for assigned locations or hierarchy nodes.
- None — Removes access to data loads. If selected, the staff member sees a 401 Unauthorized page when trying to access data loads.
9. Data Load – Send Permission
Within Data Load – Send Permission, you can configure the level of access a staff member has for sending data loads:
- Send to All — Allows sending data loads to any location across the system.
- Limit by Location — Allows sending data loads only to assigned locations or hierarchy nodes.
- None — Removes access to sending data loads. Hides all send buttons and options.
10. Staff Management Permission
Within Staff Management Permission, you can configure the level of access a staff member has for managing other staff:
- View All — Gives full access to manage all staff across all locations, including assigning any permission level.
- Limit by Location — Allows managing staff only within assigned locations or hierarchy nodes.
- None — Removes access to staff management. If selected, the staff member sees a 401 Unauthorized page when trying to access staff management.
11. Login To Sites Permission
Within Login to Sites Permission, you can configure the level of access a staff member has for logging into platform sites:
- View All — Allows the staff member to log in or impersonate any child platform site.
- Limit by Location — Allows logging in only to sites within assigned locations or hierarchy nodes.
- None — Removes access to logging into sites. Hides all login buttons and options.
12. Save Staff Member
Once you’ve selected the permissions for your staff member, click the “Save Staff Member” button to save your changes.
This guide walked you through accessing and managing staff permissions on the Corporate Dashboard. Now you can ensure each staff member has the right access across locations to improve security and efficiency for your business.
