Punchpass allows different user levels to keep your account secure while allowing others to log in and service your customers.
Under Manage Settings > Instructors & Users, when you add a user or click on the user's name to edit, you will see the option under User Access to select their level:
There are 3 different user levels within Punchpass.
An administrator of your Punchpass account has full access to all data & features.
Restricted users have limited access in order to protect your Punchpass account.
While they're logged in, they CAN:
- take attendance
- make reservations
- send emails
- assign passes
- add new customers
- see customer profiles
- start online classes (if using Zoom integration)
- add Class Content to individual classes
However restricted users CANNOT:
- see the customer reports
- download the customer CSV
- see your customer's email addresses on the View Customers list (so they cannot copy/paste the customer list)
- access Punchpass setup features via Manage (Settings, Classes, Passes)
Further, you can restrict the CLASSES view so that restricted users only see classes which they are teaching. That makes their view easier to manage (for example if they are accessing Punchpass on their phone) and prevents people from seeing what happened in other instructor's classes.
3) Attendance Only
Attendance-only Punchpass users can only take attendance for the current timeframe. They have no access to past or future classes.
You can further restrict their view so they see only the classes they are teaching. That makes their view easier to manage (for example if they are accessing Punchpass on their phone) and prevents them from seeing what happened in other instructors' classes.
Customer self check-in is available for this user type. If you routinely have a tablet or mobile device set aside for customer self check-in, it may be useful to log in from that device as an attendance-only user. That prevents any access to data when exiting out of customer self check-in.