Roles & permissions
Everyone in a Memberley organization holds one of three roles. Owners have everything. Managers run daily operations without touching money infrastructure or settings. Members get their own portal. Roles are assigned under Admins & roles.
The matrix
Section titled “The matrix”✓ = full access · view = read-only or partial · — = not available
| Area | Owner | Manager | Member |
|---|---|---|---|
| Dashboard | ✓ | ✓ | own home |
| Front Desk — check-in & register | ✓ | ✓ | — |
| POS catalog | ✓ | — | — |
| Members, imports, approvals, waitlist | ✓ | ✓ | — |
| View as member | ✓ | ✓ | — |
| Custom fields | ✓ | — | — |
| Seasons & phases | ✓ | ✓ | — |
| Invitation batches | ✓ | — | — |
| Bookings — reservations & facilities | ✓ | ✓ | own bookings |
| Facility types | ✓ | — | — |
| Membership tiers | ✓ | ✓ | — |
| Classes & events | ✓ | ✓ | browse & enroll |
| Announcements | ✓ | ✓ | read |
| Email campaigns & SMS | ✓ | ✓ | receive |
| Campaign approval & SMS top-ups | ✓ | — | — |
| Payments | ✓ | ✓ | own billing |
| Refunds & payment export | ✓ | — | — |
| Payouts | ✓ | — | — |
| Discount codes | ✓ | ✓ | redeem |
| Reports | ✓ | ✓ | — |
| Documents | ✓ | ✓ | read & download |
| Waivers (create & track) | ✓ | — | sign |
| Integrations | ✓ | — | — |
| Activity log | ✓ | ✓ | own timeline |
| Settings (all tabs) | ✓ | — | — |
Owner-only in practice
Section titled “Owner-only in practice”Beyond whole areas, a handful of actions inside shared areas require an owner: approving email campaigns and buying SMS top-ups, issuing refunds and exporting payments, creating and tracking waivers, managing custom fields and facility types, releasing invitation batches, and toggling the roster’s invite code.
Where each role lands
Section titled “Where each role lands”Signing in, owners and members land on their dashboard; managers land on the Front Desk, since that’s where staff shifts start.
Members’ portal covers their own world: reservations, class sign-ups, billing and receipts, documents and waivers, family members, their check-in code, and their personal activity. Admins can see it exactly as a member does with View as member.