Gladstone 360 Check-in and Member Record Permissions
Problem
You need to know which permission lets a Check-in user see or change bookings, attendance, correspondence, documents or search results on a member in 360, or why a widget is missing for them.
Resolution
These permissions are set on POS roles in GMC > Security Configuration > Permissions, grouped under the headings below.
Access Events
Permission What it allows View Access Events View the Access widget (allowed/denied swipes) on Check-in. Bookings
Permission What it allows Make Booking Make a booking. Move Booking Move an activity booking. Classes/reservations can't be moved. Override Waiting List Book someone straight into a class ahead of those on the waiting (alert) list, within the configured Duration before contacts can override waiting list. Reprint Tickets Reprint a ticket from the Bookings widget for a booking that was printed before. Search for Activities Use the activity search in the booking widget. Search for Classes Use the class search in the booking widget. Search for Courses Use the course search in the booking widget. View Bookings View the Bookings widget. View Make Bookings View the Make Bookings widget. Debts & Alerts
Permission What it allows View Debts & Alerts View the Debts & Alerts widget. Member Attendance
Permission What it allows Record Attendance Record attendance for a member or the non-member record. View Attendance History View the Attendance History widget. Member Correspondence
Permission What it allows Add Note Add a correspondence note. Add Office Message Add an office message. Add Reception Message Add a reception message. Delete Note Delete a note. Delete Office Message Delete an office message. Delete Reception Message Delete a reception message. Edit Note Edit a note. Edit Office Message Edit an office message. Edit Reception Message Edit a reception message. Pass to Member Mark a reception or office message as Passed to member, which turns it into a correspondence note. View Correspondence History View the Correspondence History widget. Member Documents
Permission What it allows Add Documents Add a document to the contact. Delete Documents Delete a document. Edit Documents Edit a document's details (subject, type, expiry, linked memberships, sensitive flag). The file itself can't be replaced. Open Documents Open a document. Open Documents with Sensitive Information Open a document flagged Sensitive. View Documents Widget View the Documents widget. Member Event Log
Permission What it allows View Event Log History View the Event Log widget. Write Event Log Lets the POS service write and update event log entries. Member Recent Usage
Permission What it allows View Recent Usage History View the Recent Usage widget. Member Search
Permission What it allows Search Member Search for a member manually. Take picture Take a picture for a member. - If status groups are configured, two more appear:
Permission What it allows Modify Duplicate Modify a duplicate member and transfer the contact to the user's site. Search Status Group: One permission per status group, controlling which status groups the user can see in search.
Notes
- Correspondence permissions may differ in your build: the 2017 permission guide lists separate add, edit and delete permissions for notes, office messages and reception messages. Later training reported that in 360 the message permission is a single on/off that can't separate reception from office messages as Plus2 does. Check the live Permissions screen. The on-screen button is described as Pass to contact in training and Pass to member in the permission guide.
- Why classes and reservations can't be moved is covered in Managing Bookings in Gladstone 360.
- Documents are covered in Documents in 360 (Contact Documents and Workflow Document Steps).
- The permissions to open Check-in and POS (Modules, POS Access) are in Gladstone 360 POS Till Permissions.
- This list comes from Gladstone's 2017 POS and Check-in permission guide. Newer builds may have added, renamed or removed permissions; check the live Permissions screen when a name doesn't match.
- Related: Gladstone 360 Permission Reference Overview; Assigning and Creating Security Roles in the GMC.