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GymOS guide

Team and roles

Add staff logins for managers, trainers, receptionists and accountants, and decide exactly which pages each role can open.

Adding your team

Team lists everyone with a staff login to your account. Open it from Settings → Security & Access → Team Management, or press K and type staff.

The Team list
The Team list
  1. Click + Add staff.
  2. Enter their name and email, and choose a role: Manager, Trainer, Receptionist or Accountant.
  3. Save. They can now sign in at app.svich.in/login.

Click anyone on the list to open their page, where you can change their role or deactivate their login. Deactivating keeps their history — the members assigned to them, the payments they recorded — and just stops them signing in.

Roles and access

Settings → Security & Access → Roles & Access decides what each role can see: one row per page, one column per role.

The Roles & access matrix
The Roles & access matrix

Tick or untick a box and it takes effect immediately — no save button, and no need for anyone to sign out and back in. The Owner isn’t in the matrix, because the owner can always see everything.

Out of the box, the roles are split like this:

Role Can open Can’t open
Manager Everything
Trainer Members, Plans, Subscriptions, Follow-ups, Workouts, Attendance, Calendar Transactions, Reports, Commissions, Team
Receptionist Members, Plans, Subscriptions, Transactions, Follow-ups, Attendance, Calendar Reports, Commissions, Workouts, Team
Accountant Members, Plans, Subscriptions, Transactions, Reports, Commissions Follow-ups, Workouts, Attendance, Calendar, Team

Change any of it to match how your gym actually divides the work.

Roles shape the rest of the app too: pages a role can’t open disappear from its sidebar, and search never returns them.

Stuck on a step, or found something that doesn't match your screen? Email support@svich.in.