Built-in Roles¶
Gurail uses roles to control what each person can see and do. Every person in your organization is assigned one role, and a sixth level (Super Admin) sits above all others.
Role Hierarchy¶
Roles are ranked from most to least access:
- Super Admin — System-wide administrator with full access to everything.
- Banner Admin — Manages all stores within a franchise group (banner). Full control over settings, bookings, and people.
- Demo — A read-and-operate role for prospective customers exploring Gurail. Has the same access as a Banner Admin but cannot manage people.
- Store Admin — Manages a single store. Can handle day-to-day operations, bookings, and people at their location.
- Coach — Teaching staff. Can log in and view their own schedule but cannot manage bookings or other people.
- Member — Customer or student. Does not have login access. Managed entirely by admins.
What Each Role Can Do¶
| Action | Super Admin | Banner Admin | Demo | Store Admin | Coach | Member |
|---|---|---|---|---|---|---|
| Log in | Yes | Yes | Yes | Yes | Yes | |
| Create banners and stores | Yes | |||||
| Assign the Banner Admin role | Yes | |||||
| Manage Banner Admins | Yes | |||||
| Manage Store Admins | Yes | Yes | ||||
| Manage coaches and members | Yes | Yes | Yes | |||
| Create, edit, and delete bookings | Yes | Yes | Yes | Yes | ||
| Mark bookings as paid or unpaid | Yes | Yes | Yes | Yes | ||
| View all bookings | Yes | Yes | Yes | Yes | ||
| View own bookings only | Yes | |||||
| View transactions | Yes | Yes | Yes | Yes | ||
| View and process coach payroll | Yes | Yes | Yes | Yes | ||
| Create new members | Yes | Yes | Yes | |||
| View reports | Yes | Yes | Yes | Yes | ||
| Manage settings (courts, lessons, tax) | Yes | Yes | Yes | Yes | ||
| Edit own profile (name, phone, email) | Yes | Yes | Yes | Yes | Yes | |
| Change own role | Yes | Yes | Yes |
Note
No one can change their own role to a higher level. For example, a Store Admin can downgrade themselves to Coach, but they cannot promote themselves to Banner Admin.
Demo Role¶
The Demo role is designed for prospective customers to explore Gurail before committing. It behaves like a Banner Admin with one key restriction: Demo users cannot add, edit, or remove people.
Everything else works normally — Demo users can create and manage bookings, mark payments, view transactions, process coach payroll, manage courts and lesson types, and view reports.
How Demo accounts differ¶
- Login is email-only. Demo users skip the phone verification step and log in with just their email address.
- Only a Super Admin can create Demo accounts. You cannot assign the Demo role yourself.
- Name and phone are set at creation time. Since Demo users skip the registration step, their name and phone number are entered when the Super Admin creates the account.
Member Status¶
Each person goes through a lifecycle with three possible statuses:
| Status | What it means |
|---|---|
| Invited | Added to the system but hasn't accepted yet. Name and phone show as "—" until they complete registration. |
| Active | Accepted their invite and fully set up. Can log in if their role allows it (Coach or above). |
| Inactive | Deactivated by an admin. Hidden from booking dropdowns. Past records are preserved. |
Note
Demo users become Active immediately — they skip the Invited status entirely.
How invitations work¶
- New to Gurail — The person receives a registration link via email. They set their name and phone number during registration.
- Already has an account — The person receives a notification that they've been added to a new banner, with a link to log in. Their membership becomes active on next login.
Related Articles¶
- Accounts & Phone Numbers — login, notifications, and deactivating accounts
- Bookings — creating and managing bookings