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)
4. 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. 
     • Reporting - can view customers, events and run both financial and operational reporting. 
5. To add a role, click on roles in the left navigation (if this isn't visible, then email a list of your users and which roles they should have to support@codexfit.com). 
6. You'll see a list then click on the eye to view the role. 
7. You will then see an "attach" button which you can click and then type in the name of the user followed by submit. Repeat for as many users as needed.
   
   • 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