Permission roles and team management

How permissions work

Each permission role defines two things:

Feature access levels - for each area of the platform, you set one of three levels:

• Edit - full read and write access to the feature.

• View - read-only access. The user can see the data but can't make changes.

• Hidden - the feature is completely hidden from the user's navigation and interface.

Capabilities - granular controls for specific actions:

• Manage notes

• Manage tasks

• Manage tags

• Delete enrollments

• Delete employments

Built-in roles

Every camp comes with a set of built-in roles that cover the most common access patterns:

• Owner - full access to everything, including managing other users and roles.

• Admin - full access to all features. Cannot manage or edit the Owner role.

• Member - write access to campers, staff, and communications. View-only access to forms, medical, bunking, transport, and media. No access to seasons, financials, or settings.

• Medical - focused access for medical staff. Edit access to medical, view-only access to campers and staff, with notes and tasks enabled.

• Financial - focused access for finance teams. Edit access to financials, view-only access to campers, staff, and seasons.

• View Only - read-only access across most areas. No access to financials or medical.

Built-in roles cannot be modified or deleted, ensuring you always have a reliable set of defaults.

Creating custom roles

If the built-in roles don't quite fit, you can create your own. Head to Camp settings > Roles and click Add custom role. Give it a name, set feature access levels and capabilities, and save.

Custom roles can be edited or deleted at any time - as long as no users are currently assigned to them.

Inviting team members

To add new admin users, go to Camp settings > Users and click Invite new users. Enter their email addresses and assign a permission role. They'll receive an invitation email to set up their account.

Changing a user's role

From Camp settings > Users, find the user and update their assigned role. The change takes effect immediately - their navigation and available actions will reflect the new permissions on their next page load.

Default role

You can set a default permission role for your camp under Camp settings > Security. When new team members are invited or join your instance using single sign-on, this role will be pre-selected, saving you a step during onboarding.