Working with Roles

Many people have different kinds of relationships with different organizations they interact with. For example, you probably interact with one or more organizations as an employee, and several others as a customer.

Union is designed to accommodate having one account that has different roles per relationship. Union users can interact with multiple organizations using the same account with the same login information, and have a different role or set of permissions for each.

In other words, you can have administrative privileges at one yoga studio, teach classes at a gym, and be a customer at the CrossFit box near your home–all from the same account.

In addition, Roles are tiered within each organization–meaning your front desk staff can do everything customers can do plus more, teachers can do everything the front desk can do plus more, and admins can do everything teachers can do plus more.

Default Roles

To view the list of permissions assigned to each Role in your organization, log into Union as an administrator and follow the pathway People > Roles.

For more details about Union's default roles, please visit our video tutorial!

If are you looking to give some team members more/less than what's available in the default roles, check out how to create Custom Roles.

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