Roles, permissions & preview
Decide who can use what — on one screen
Three roles — owner, manager and staff. On the Features screen choose which apps are on, what members see and who can use each app or screen, then preview exactly what staff or members will see. Sign-in uses emailed codes, with two-step verification and an audit log.
What it does
Owner (everything), manager (daily operations), staff (front line and requests).
Dropdowns on the Features screen set who can use each app or screen.
See staff or member screens without signing in again.
Emailed 6-digit codes plus authenticator apps, and every change in the audit log.
How it flows
- 1OwnerAdd people
Settings → Admins, or make a member staff in the roster.
- 2OwnerSet roles & apps
System → Features: roles, apps and access.
- 3OwnerPreview
Use “View as…” and return with “Back to owner”.
- 4StaffSign in with a code
No passwords; each person sees the screens and guides for their role.
On phones & in the app
The Features screen opens on a phone, and owners can switch the app between the manager, staff and member views from My Page to see exactly what each one sees.
- 📱CLT Members iPhone appOne app for members, staff and managers.
- 🌐Phone browserNo install needed — Android too.
- 💻ComputerThe same data on a big screen.
See the screens
Admin (office)
Sign-in and roles
- Sign in with an email registered under Settings → Administrators (or a member marked Staff / Administrator in the roster). As with members, you enter the 6-digit code emailed to you.
- Two-step verification (authenticator app) is optional by default. Set up your own under Settings → Administrators and it is then required for you alone; a company can also make it required for everyone.
- Three roles: Owner (everything), Manager (day-to-day work except settings and adding administrators) and Staff (own attendance, floor screens, requests). A person's standing is one dropdown under System → Features → People: Member / Staff / Manager / Owner (owners only; the member list is updated to match). Which apps are used, what the member screen shows and the lowest role for each app or screen are changed on the same page. Adding or removing administrators is under Settings → Administrators.
- To see what staff or managers see, use “Check how it looks” under System → Features; no need to sign in with their account (come back with “Back to owner” in the bar at the top, which stays in place while you scroll).
- Guides follow your role: members see the member guide, staff see the member and staff guides, managers and owners also see the manager (admin) guide. Guides for add-on apps appear automatically for the apps the company uses (manager guides only for apps you can open).
- Anyone who belongs to more than one company with the same email can move between them from “Switch company” in the left menu.
- Setting a member’s roster role to Staff makes them land on the office site as Staff when they sign in (their customer screens are under “Customer view”).
- Who changed what, and when, is recorded under Settings → Audit log.
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