Documentation
Getting Started/User Roles & Permissions

User Roles & Permissions

ReadyGolf supports multiple user types, each with specific permissions and capabilities. Understanding these roles helps ensure proper access control and efficient platform usage.

🏢 System Administrator

Overview: Highest level access for managing multiple golf clubs and system-wide configurations.

Key Responsibilities

  • Multi-club Management: Oversee multiple golf clubs on the platform
  • System Configuration: Configure global platform settings
  • User Management: Manage all user accounts and permissions
  • Security Oversight: Monitor system security and compliance
  • Platform Updates: Manage system updates and maintenance

Permissions

  • Full System Access: Complete access to all features and data
  • Club Creation: Create and configure new golf clubs
  • User Management: Create, modify, and delete any user account
  • System Configuration: Modify global platform settings
  • Security Management: Access security logs and compliance reports
  • Billing Management: Oversee billing for all clubs
  • Support Access: Access to premium support and escalation

Access Levels

  • Data Access: All clubs and all data
  • Feature Access: All platform features
  • Configuration: Full system configuration rights
  • Support: Priority support with direct escalation

🏌️ Club Administrator

Overview: Primary administrator for a specific golf club, responsible for club operations and member management.

Key Responsibilities

  • Club Configuration: Set up and maintain club settings
  • Member Management: Oversee member registration and management
  • Staff Management: Manage club staff accounts and permissions
  • Financial Oversight: Monitor club revenue and financial performance
  • Integration Management: Configure third-party integrations

Permissions

  • Club Configuration: Modify club settings and branding
  • Member Management: Approve, modify, and manage member accounts
  • Staff Management: Create and manage staff accounts
  • Financial Reports: Access club financial data and reports
  • Booking Management: Oversee tee-time booking operations
  • Communication: Send club-wide communications
  • Integration Setup: Configure HNA, Xero, and other integrations

Access Levels

  • Data Access: Club-specific data only
  • Feature Access: All club features
  • Configuration: Club-level configuration rights
  • Support: Club-level support access

🎯 Golf Club Member

Overview: Primary end-user who books tee times, manages their profile, and accesses member services.

Key Responsibilities

  • Profile Management: Maintain personal and golf profile information
  • Tee-Time Booking: Book and manage tee times
  • Payment Management: Manage payment methods and account balance
  • Communication: Receive club communications and updates

Permissions

  • Profile Management: Update personal and golf information
  • Tee-Time Booking: Book, modify, and cancel tee times
  • Guest Management: Invite and manage guests
  • Payment Management: Add payment methods and view transactions
  • Lesson Booking: Book lessons with coaches
  • Communication: Receive notifications and club updates
  • Mobile Access: Use mobile app and PWA features

Access Levels

  • Data Access: Personal data and club public information
  • Feature Access: Member-specific features
  • Configuration: Personal profile settings only
  • Support: Member support access

🏆 Golf Coach

Overview: Professional golf instructor who manages lessons, clients, and coaching business.

Key Responsibilities

  • Client Management: Manage student profiles and progress
  • Lesson Scheduling: Set availability and manage lesson bookings
  • Progress Tracking: Track student progress and maintain notes
  • Business Management: Manage coaching business and finances

Permissions

  • Client Management: View and manage student profiles
  • Lesson Scheduling: Set availability and manage bookings
  • Progress Tracking: Update student progress and notes
  • Payment Processing: Process lesson payments
  • Communication: Communicate with students
  • Business Reports: Access coaching business analytics
  • Profile Management: Maintain professional profile

Access Levels

  • Data Access: Client data and personal business data
  • Feature Access: Coaching-specific features
  • Configuration: Personal and business settings
  • Support: Coach-specific support access

👨‍💼 Club Staff

Overview: Club employees who operate point-of-sale systems and provide member services.

Key Responsibilities

  • Point-of-Sale Operations: Process sales and manage inventory
  • Member Services: Assist members with bookings and services
  • Guest Registration: Register and manage guest access
  • Daily Operations: Support daily club operations

Permissions

  • POS Operations: Process sales and manage transactions
  • Inventory Management: View and update inventory levels
  • Member Services: Assist with member account management
  • Guest Registration: Register and manage guest access
  • Daily Reports: Access daily operational reports
  • Communication: Send member communications
  • Basic Configuration: Modify basic operational settings

Access Levels

  • Data Access: Operational data and member service information
  • Feature Access: Staff-specific features
  • Configuration: Limited operational settings
  • Support: Staff support access

🔐 Permission Matrix

FeatureSystem AdminClub AdminMemberCoachStaff
User Management✅ Full✅ Club
Club Configuration✅ Full✅ Club⚠️ Limited
Member Management✅ Full✅ Club⚠️ Service
Tee-Time Booking✅ Full✅ Oversight✅ Book⚠️ Assist
Financial Management✅ Full✅ Club⚠️ Personal⚠️ Business⚠️ POS
Communication✅ Full✅ Club⚠️ Receive⚠️ Clients⚠️ Service
Reporting✅ Full✅ Club⚠️ Personal⚠️ Business⚠️ Daily
Integration Setup✅ Full✅ Club

Legend: ✅ Full Access | ⚠️ Limited Access | ❌ No Access


🔄 Role Transitions

Upgrading Roles

  • Member → Coach: Requires professional verification and approval
  • Staff → Club Admin: Requires administrator approval and training
  • Club Admin → System Admin: Requires platform-level approval

Role Changes Process

  1. Request Submission: User or administrator submits role change request
  2. Verification: Required documentation and qualifications verified
  3. Approval: Appropriate administrator approves the change
  4. Training: User completes required training for new role
  5. Activation: New permissions activated and user notified

Security Considerations

  • Principle of Least Privilege: Users receive minimum necessary permissions
  • Role-Based Access Control: Permissions tied to specific roles
  • Audit Logging: All permission changes logged for security
  • Regular Review: Periodic review of user permissions and access

🛡️ Security Best Practices

For Administrators

  • Regular Audits: Review user permissions quarterly
  • Principle of Least Privilege: Grant minimum necessary access
  • Documentation: Maintain records of permission changes
  • Training: Ensure users understand their role responsibilities

For Users

  • Password Security: Use strong, unique passwords
  • Two-Factor Authentication: Enable 2FA for enhanced security
  • Session Management: Log out when not actively using the system
  • Report Suspicious Activity: Immediately report any security concerns

Need to understand a specific role better? Check out our detailed user guides for comprehensive information about each user type.