Adding Users

To create a user

1. Login to your dashboard [companyname].codexfit.com
2. Click users
3. Add a user's name, email and password (the user can change this after their first login). If you set a pin, users can quickly switch between their account and another, too.
4. Then click create. 
5. After you click create, you'll see a button below to attach a role. Click on attach and select the role you want the user to have.  
6. The following roles can be added to users on your system:
   
   • Roles include:
     • Admin - access to all areas of CodexFit including managing customers, purchases, events, bundles, plans, instructors and videos as well as deleting/restoring any of these. This should be reserved for only those who you wish to have the highest level of access. 
     • Studio Manager - access to all areas most likely needed by your in-studio teams including managing customers, events, and purchases as well as view access across other key areas including studios, instructors, vouchers, and customer groups. 
     • Front of House - access to managing customers and purchases with view access to other areas including instructors, vouchers, and customer groups. 
     • Accounting - can view customers, events and run financial reporting.

To amend a user's role in the future, go back to users and click on view on the user. Then you'll see the attach button again where you can attach the role. 

To remove someone, you can either delete their user account or you can go to the role, click view and then delete them from the role. 

Video Help

Go back to setup checklist