Editing Team Members

How to Edit a Team Member:

Desktop: Click the pencil icon in the Actions column, or click anywhere on the team member's row. Mobile/iPad: Tap on the team member's row to open the edit panel.

What You Can Edit:

1. Name

Fix a misspelled name or update after a name change. First name and last name can be changed independently.

2. Role

Switch between Trainer and Super Admin: • Promoting to Super Admin grants full business access • Demoting to Trainer restricts access to client-facing features • You cannot demote the only Super Admin — promote someone else first

3. Instructor Status

Toggle whether the team member is a Group Class Instructor: • Instructors appear in the instructor dropdown when creating group classes • Turning this off does not affect their existing class assignments

4. Qualifications

When instructor status is enabled, you can manage their qualifications: • Add certifications with optional expiry dates • Edit or remove existing qualifications • Click "Edit Qualifications" or "Add Qualifications" in the edit panel

5. Client Access *(Trainers only — Admin-controlled)*

Only Super Admins can change this setting. It controls which clients a trainer can see: • All clients (default) — The trainer can view every client in the business, useful for session coverage and collaboration • Assigned only — The trainer can only see clients specifically assigned to them, ideal for contractors or external trainers • Trainers cannot change their own access level. Admins always see all clients regardless of this setting.

6. Account Status

Toggle between Active and Inactive: • Inactive members cannot log in or access the platform • Their data and history are preserved • You can re-enable them at any time from the Inactive Members section • You cannot deactivate your own account

All changes are saved when you click Save Changes. Instructor and qualification changes save immediately via their own toggles.