Punchpass allows different user levels to keep your account secure while allowing others to log in and service your customers.
Account Types in Punchpass
Punchpass offers three types of user roles:
Admin – Full access to all features, including account settings, billing, reporting, customer management, and class scheduling. Ideal for studio owners or managers who need complete control over the system.
Restricted – Limited access. This role can take attendance, start online classes, assign passes, add new customers and view customer profiles, and add content to the Content Library. They cannot access billing, reports, download customer information, or access the Punchpass setup features (Manage Settings, Classes, or Passes).
Here's what the Schedule for a Restricted user looks like:
Attendance-Only – The most limited role, allowing users to check in customers for classes and mark attendance. They can start online classes. They cannot edit class details, view reports, or manage customer accounts.
You can further restrict their view so they see only the classes they are teaching. Please see this guide on adding users to your account.
Here's what the Home page for an attendance-only user looks like:
Choosing the Right Level of Access
If your instructor needs to manage multiple classes, attendance, and reservations, assign them the Restricted role.
If they only need to check in customers without managing classes, choose Attendance-Only.
If someone needs full administrative control, make them an Admin.
What Each Role Can Access
Feature | Admin | Restricted | Attendance-Only |
View and edit all classes | ✅ | ❌ | View-only for classes they can access |
Take attendance and start online classes | ✅ | ✅ | ✅ |
Manage reservations | ✅ | ✅ | Add students to a class |
Add Notes to Classes | ✅ | ✅ | ✅ |
View and edit customer details | ✅ | Active customers only | ❌ |
Assign Passes & Memberships to Customers | ✅ | ✅ | ❌ |
Manage Passes | ✅ | ❌ | ❌ |
View the Reports, Revenue, or Punchpass Settings | ✅ | ❌ | ❌ |
Update the Schedule/ Calendar | ✅ | Has access to the Schedule pages | ❌ |
Send emails | ✅ | ✅ | ❌ |
How to Assign a User Role
When you're ready to add a new team member to your account, please check out this guide, it walks you through the options in more detail!
Go to Manage > Settings > Instructors & Users in your Punchpass account.
Click Add a New User or edit an existing one.
Choose the appropriate role from the dropdown menu.
Save your changes!
Need to Make a Change?
You can update a user’s role at any time by editing their profile under Manage > Settings > Instructors & Users.
By assigning the right roles, you can ensure your instructors have the access they need while keeping your account secure and organized!
Frequently Asked Questions About User Roles
How do you welcome new customers with an attendance-only account?
If a new customer arrives at your studio and someone with attendance-only access is there to welcome them, you'll want to encourage new customers to create an account or make a note for someone with a higher level of access to create an account.
How to setup an unattended tablet or mobile device for self check-in?
When using an unattended device, tablet, or mobile phone for self check-in, we recommend creating a user account that's attendance-only specifically for the device. That prevents any access to data when exiting out of customer self check-in.