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Roles and Permissions in Essentials

Select the correct role to apply permissions for a user

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Written by Leanne Munt
Updated over a month ago

There are five roles that can be selected for a user. Permissions can be allowed and disallowed within each role

Admin - access to all permissions in database and ability to invite new users and modify existing users

Financials - access to perform financial tasks including month end

General - Basic functionality which can be modified for low level use of the database

Custom - customise access for a user. All options available except admin permissions

Mobile only - for Trainer Pro packages - create users for riders, jockeys and practitioners so they can manage their work via a mobile device


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