View and Download the Interactive Role Board Below:
Overview
Assignable role bundles — the six request-board groupings: Admin, A La Carte, Team/Event Management + Concessions, Team/Event Management, View Only w/ Communication, View Only w/ Financials. These are usually added together.
Supporting roles (not in a bundle) — roles granted individually rather than as part of a bundle.
How to assign a role — where role assignment happens in the app.
1. Assignable Role Bundles
Admin
Who Needs These Roles?
Brand owners / HQ staff who should have full control
Role | Description |
Admin | All rights within a brand
Also grants two Admin-only abilities not listed as separate roles here: creating/editing Concession Codes, and overriding concession or discount limits on a registration. |
A La Carte
Who Needs These Roles?
Front-office/registration staff (refunds, invoices, credits); marketing staff sending very large sends; website editors — added individually, not as a group
Role | Description | Notes |
Shop Enter Refunds | Can create refunds and account credits | Requires Orders Admin
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Communications Marketing Admin | Can send marketing messages only |
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Manual Invoicing | Create a new blank invoice, add, edit, or delete line items from the invoice page | Requires Orders Admin |
Create External Payments | Create External CC, External ACH, Cash, Check, and Bad Debt | Root Admin Assigns Only
Requires Orders Admin |
Create Account Credits | Create account credits | Requires Orders Admin |
Web Content Admin | Can update various public web content |
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Site Content Admin | Can update news, alerts and general static site content |
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Team/Event Management + Concessions
Who Needs These Roles?
Club Directors / Program Directors running day-to-day operations
Role | Description | Notes |
Communications Admin | Can send mass transactional & marketing messages |
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Create Concessions | Can create Concessions (discounts, prorates, scholarships) | Requires Orders Admin |
Financial Admin View | Able to view financial reports and projections |
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Financial Admin View Cash | Like Financial Admin View, but able to view more cash detail |
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Orders Admin | Can view and modify orders |
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Program Admin | Edit Program Info and Registration |
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Team Admin | Can schedule teams, approve scores and edit team information |
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User Admin | Can create and edit users, including most roles |
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Team/Event Management
Who Needs These Roles?
Same roles as Team/Event Management + Concessions, minus Create Concessions
Role | Description |
Communications Admin | Can send mass transactional & marketing messages |
Financial Admin View | Able to view financial reports and projections |
Financial Admin View Cash | Like Financial Admin View, but able to view more cash detail |
Orders Admin | Can view and modify orders |
Program Admin | Edit Program Info and Registration |
Team Admin | Can schedule teams, approve scores and edit team information |
User Admin | Can create and edit users, including most roles |
View Only w/ Communication
Who Needs These Roles?
Regional supervisors, auditors, bookkeepers — visibility without edit rights
Role | Description |
Program Admin View Only | Can view program details, but cannot edit or register |
Financial Admin View | Able to view financial reports and projections |
Financial Admin View Cash | Like Financial Admin View, but able to view more cash detail |
Communications Admin | Can send mass transactional & marketing messages |
User | A generic role suitable for initial registration |
View Only w/ Financials
Role | Description |
Financial Admin View | Able to view financial reports and projections |
Financial Admin View Cash | Like Financial Admin View, but able to view more cash detail |
Program Admin View Only | Can view program details, but cannot edit or register |
User | A generic role suitable for initial registration |
2. Supporting Roles (Not in a Bundle)
Program & Registration
Who Needs These Roles?
Registration/ops staff handling approvals and location changes
Role | Description |
Program Approval - Admin | Can approve Admin program approval requirement |
Program Approval - Operations | Can approve Operations program approval requirement |
Interbrand Registration | Grant permission to select the brand as the buyer of an interbrand registration |
Registration Moderator Admin | Take registration for other customers through the class/hard-goods shop |
Root Class Manager Admin | Permission to manage the class finder for all brands |
Location Admin | Can approve new and updated locations |
Program Reporting | Limited role for viewing programs |
Finance & Data Ops
Who Needs These Roles?
Accounting staff doing higher-level finance tasks
Role | Description |
Financial Admin Edit | Able to Edit Financial Reports and Projections |
Financial Analyst | High level finance tasks: cloning invoices, etc. |
Full User Database Export | Can export all user data from the communications page |
Create Admin | Create Other Admin Users |
Shop & Site Content
Who Needs These Roles?
Staff managing the shop or public staff directory
Role | Description |
Shop Admin | Can edit what appears in the shop through admin |
Marketplace Admin | (no description on file) |
Global Content Admin | Can edit global templates and global uploads |
Staff Admin | Can edit what staff appears on publicly listed staff page |
Person Classification
Role | Description |
Coach | Access Special Coaching Materials |
College Coach | User is a college coach |
Staff | Staff Member |
Hotel Employee | User is an employee of a hotel we work with |
Scheduling & Timekeeping
Who Needs These Roles?
HR/ops staff managing time cards and schedules
Role | Description |
Schedule Admin | Admin of staff schedules, validates other staff entries |
Schedule Non-Pay Admin | Allows administration of certain Admin areas not related to payroll |
Schedule Activity Admin | Can approve custom activities added to schedules |
Schedule Validator | Validates events for payroll purposes |
Schedule - Add Times | Can add their own events to their schedule |
Schedule Staff User | Time card access for W2 Employees |
Schedule Contract User | Time card access for 1099 contractors |
View All Schedules Admin | Can view all other users' schedules |
Scheduling Reports | (no description on file) |
Timeline View | Can view a readonly version of the Timeline |
Vensure (HR Partner)
Who Needs These Roles?
HR/payroll admins working with the Vensure PEO integration
Role | Description |
Vensure Brand Operator | Allows user to create work rosters and enter/approve time entry |
Vensure Operations Administrator | Regional/Corporate role only. Allows user to approve payments (second level of approval), terminate contracts, etc. |
Vensure Signer | Allows user to sign contracts in Vensure (Brand Director only) |
System & Technical
Who Needs These Roles?
Internal engineering/support only — not relevant to a customer's own admins
Role | Description |
Super Auth | Allow a user to sign in as another user via username:password pattern, as in the apps |
Swagger | Access to API Docs |
NetSuite API | Access to NetSuite reporting via API |
Servicer - LiveBarn | Servicer access for LiveBarn |
Stay to Play Admin | TTS role for access to the stay to play page |
3. How to Assign a Role
Sign in to a PlayerFirst website.
On the left navigation, click User > Management, then open the person's record and go to their Details tab.
In the Add Roles table, check or uncheck the roles you want to grant or revoke, then save.
Quick Reference
Where | What you'll do |
User > Users > [person] > Details | Check or uncheck a role in Add Roles to grant or revoke it for that person |
Global Settings > Roles (Root Admin only) | Edit a role's description, or its assignability/Admin-only/Root-Admin-only flags |