Gladstone 360 – Permissions and GMC Configuration

Problem

You need to understand how Gladstone 360 is set up behind the scenes, in the Gladstone Management Console (GMC) and 360's own settings, and where each configuration task is covered.

Resolution

1. Accessing the Gladstone Management Console (GMC)

   • When you need to open the GMC, or want to know when saved changes reach users.

2. Setting Up and Naming Gladstone 360 Hardware Services

   • When installing, naming or renaming the hardware service on a PC.

3. Managing Gladstone 360 User Accounts and Passwords

   • When adding staff, resetting passwords, unlocking or retiring accounts, or fixing Plus2 Head Office logins.

4. Setting Password Complexity in the GMC

   • When choosing the staff password rule shared by 360, Plus2 and Operator.

5. Assigning and Creating Security Roles in the GMC

   • When giving a user roles, creating a role, or changing a role's permissions.

6. Recommended Gladstone 360 Roles and Permission Levels

   • When deciding which roles to have and what Standard, Supervisor and Admin should allow.

7. Using the GMC Configuration Manager

   • When finding a setting, giving one site its own value, or clearing the cache after a change.

8. Gladstone 360 CheckIn POS General Settings

   • When changing booking windows, payment methods, allowed sites, search limits or Z-reading times.

9. Gladstone 360 CheckIn POS Payment Manager, Prospect Email and Toastr Settings

   • When checking Payment Manager, prospect email and pop-up settings.

10. Gladstone 360 Contacts GMC Settings

    • When setting freeze rules or the password reset link.

11. Configuring Gladstone360 Front of House Settings in the GMC

    • When choosing visible activity groups, membership change and cooling-off rules, or workflow exclusions.

12. Gladstone 360 Home GMC Settings

    • When changing the home bar that tells test from live, or which permission controls a module tile.

13. Member Facing Global and Shared Global Settings in the GMC

    • When changing the midnight offset, party-booking caps, consent or other settings shared with Go.

14. Creating a Workflow in Gladstone360

    • When creating any workflow: types, steps, step modes and advanced options.

15. Configuring Screen Profiles for Gladstone360

    • When controlling which user fields appear on the record and in workflows.

16. Designing Gladstone 360 Add Contact Workflows

    • When planning how new customer records are created.

17. Setting Up Gladstone 360 Membership Workflows

    • When planning which memberships staff can sell and the price level each gives.

18. Building a Gladstone 360 Cancel Membership Workflow

    • Before staff can cancel memberships in 360.

19. Creating a Membership Freeze in G360 and Plus2

    • Before staff can freeze memberships in 360.

20. Configuring Membership Discounts in the GMC

    • When a membership should be discounted automatically on sale.

21. Configuring Gladstone360 Automated Emails in the GMC

    • When switching emails on or off, editing built-in emails or mapping new-membership emails to subscriptions.

22. Gladstone 360 Implementation Sequence and Go-Live Checks

    • When planning a 360 rollout and its testing.

Notes

• 360 works on the same data as Plus2 but is deliberately limited for front-of-house use: for example, no back-dated memberships and no discounts on membership fees. Keep an approved Plus2 route for anything 360 doesn't yet do.

• 360's own settings are under the cog, top right of 360:

  Cog item	Purpose
  Communication ports	Technical: COM ports for swipe readers and gates. A new PC may need its port set up by Gladstone.
  Configuration	Tills and Workflows
  PC settings	Hardware service, current site, designation, check-in profile, till, screen layout
  Printers	Receipt and ticket printers
  POS readings	X, Z, user shift and terminal readings

  Tills, PC settings, printers and readings are covered from Gladstone 360 Check-in Screen and Point of Sale (Till).

• Centre Manager: new booking sheets opened from the 360 home screen are view-only at first: you can see bookings but not tick attendance there yet. Swiping or Record attendance still checks people in. Plus2 booking sheets continue to work alongside. Some Centre Manager functions depend on the release deployed. Centre Manager gives a read-only booking sheet with favourites, useful for staff who need to see bookings without Plus2 access.

• The full list of individual permissions is in the Gladstone 360 Permission Reference Overview. Day-to-day front-of-house use is in Gladstone 360 – Logging In, Member Records and Managing Memberships.

• Related: Access Control – Entry Points and Entry Point Profiles; Documents in 360 (Contact Documents and Workflow Document Steps); Promo Codes (Discounts on Memberships); Block Bookings in Go Operator (Centre Management); Gladstone Go and 360 Email Templates.

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