> For the complete documentation index, see [llms.txt](https://docs.podplay.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podplay.app/system-restrictions/viewer-dashboard-role.md). # Viewer Dashboard Role The **Viewer** role gives mostly read-only access to the Dashboard. Use it for employees or partners who need to **see** what is happening at the club — calendars, Events, replays, and activity — without browsing the **Customers** directory, charging Customers, or changing profiles. **Matches** are an exception: Viewers can manage match records (write), when the matches feature is enabled. The legacy **Staff** role was renamed to **Viewer**. Existing Staff users are upgraded automatically; no action is required unless you want to change their role to **Front Desk** for counter work. Owners and Admins assign Viewer from a Customer Profile on the **Customers** page. **Area access:** When your club uses **area-scoped roles**, a Viewer with **no** locations selected can see **all** areas (same as Manager). Assign specific areas only when you want to limit what they can browse. \[SCREENSHOT NEEDED: Customer Profile drawer showing the Roles section with Viewer selected] ## Dashboard Pages Viewer Can Open * **Overview** — calendar of Reservations and Events (read-only) * **Areas** — area overview tabs when your club uses them * **Events** — browse and open Event details (cannot create or edit) * **Matches** — when your club has the matches feature enabled (**manage / write**, including publishing eligible matches to DUPR) * **Templates** — browse templates (cannot create, edit, or delete) * **Activity Logs** — when your club has the activity feed enabled * **Replays** — browse the replays list (cannot manage replay servers or cameras) Viewer **cannot** open **Customers**, **The Shop**, **Promo Codes**, **Purchases**, **Analytics**, **Insights**, or most **Company Settings** pages. ## What Viewer Can Do * Browse the Overview calendar and open Reservations or Events in the side panel (read-only) * Review Event details and attendee lists without saving booking or roster changes * **Manage Matches** (view, update, and publish eligible matches to DUPR when that feature is on) * Review templates and activity log entries * Browse replays already recorded for Events Drawers and forms for reservations and Events open in **read-only** mode: action buttons such as **Save**, **Delete**, and charge-on-behalf controls are hidden or disabled. Match management actions (for example **Publish DUPR Match**) remain available. ## What Viewer Cannot Do * Create, edit, cancel, or reschedule Reservations or Events * Browse the **Customers** page or search Customer Profiles from the main menu * Add or remove attendees, check in Customers, or charge on behalf of anyone * Charge through **The Shop** or issue refunds * Create or edit Customer Profiles, roles, notes, virtual credits, or payment methods * Grant Memberships or change membership pricing * Create or edit promo codes or templates * View revenue or customer visit statistics (same restriction as Front Desk) * Change **Company Settings** ## How Viewer Compares to Front Desk and Manager | Task | Viewer | Front Desk | Manager / Admin | | ------------------------------------ | ------------------------------------------------------ | ------------------------------------------------------ | ------------------------------------------------------ | | Dashboard access | Read-only | Operational | Full | | Charge through The Shop | No | Yes ($1,000 cap) | Yes (no cap) | | Book / change Reservations on behalf | No | Yes (Regular only) | Yes | | Manage Event / Class attendees | No | Yes | Yes | | Security check-in | No | Yes | Yes | | Grant Membership (catalog price) | No | Yes | Yes | | Custom membership pricing | No | No | Yes | | Create Events / Classes | No | No | Yes | | **Manage Matches** (write) | Yes (when feature on) | Yes (when feature on) | Yes (when feature on) | | **Customers** page | No | Yes | Yes | | Profile **Purchases** tab | No | Yes (orders only) | Yes | | **Activity Logs** (all users) | Yes (when feed enabled) | Yes (when feed enabled) | Yes (when feed enabled) | | Promo codes | No page access | View only | Full access | | Revenue / visit stats | Hidden | Hidden | Admin+ (varies) | | Area access (when area roles on) | All areas if unassigned, otherwise assigned areas only | All areas if unassigned, otherwise assigned areas only | All areas if unassigned, otherwise assigned areas only | For day-to-day counter work, assign **Front Desk** instead of Viewer. See [Front Desk Dashboard Role](/system-restrictions/front-desk-dashboard-role.md). ## Assigning the Viewer Role 1. Open the **Customers** page in the Dashboard (requires **Front Desk**, **Manager**, or higher) 2. Search for the employee's Profile (or create one with their work email) 3. Open the Profile drawer 4. Under **Roles**, enable **Viewer** 5. If your club uses area-scoped roles and you want to limit visibility, select the **areas** this person should see 6. Save the Profile {% hint style="info" %} **Viewer** is for observation and reporting (and match management when enabled). If the person needs to browse **Customers**, book courts, charge Customers, or update notes, assign **Front Desk** or **Manager** instead. {% endhint %} ## Related Guides * [Front Desk Dashboard Role](/system-restrictions/front-desk-dashboard-role.md) * [General Restrictions](/system-restrictions/general-restrictions.md) --- # Agent Instructions This documentation is published with GitBook. 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