Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Managing Permissions & Roles in Trainerize

Trainerize allows you to control access for your team and clients through a flexible permissions system. This guide explains how to navigate and customize permissions to ensure your account is optimized for both functionality and security.

 

⚙️ Step 1: Navigate to the Permissions Section

  1. From your Trainerize dashboard, click the gear icon for Settings.

  2. In the left-hand menu, select “Permissions.”

Here, you’ll see two key categories:

  • Basic Permissions

  • Coaching Permissions

🔁 Step 2: Understand One-Way vs. Two-Way Communication

In Coaching Permissions, you'll choose how communication flows between coaches and clients:

  • One-Way: You (the coach) can message clients, but they cannot reply.

  • Two-Way: Both you and your clients can communicate freely within the app.

✅ We recommend two-way for most fitness coaching relationships to encourage accountability and responsiveness.

🍽️ Step 3: Set Preferences for Meal Tracking & Compliance

Under Client Permissions, you can fine-tune how clients log meals and track progress:

  • Meal Tracking Methods:

    • Use photos within Trainerize

    • Or allow integration with apps like MyFitnessPal

  • Compliance Settings:

    • Strict Mode: Higher accountability (recommended)

    • Loose Mode: More flexible, ideal for lower-stakes clients

👥 Step 4: Assign Team Roles and Permissions

Roles determine what each team member can access or edit.

Here are the key roles:

🔑 Owner

  • Full access to everything

🛠️ Admin

  • Nearly full access (can:

    • Edit master habits, exercises, and foods

    • Export client lists

    • Manage most account settings)

🧑‍🏫 Trainer

  • Can access only their assigned clients

  • Cannot export data or change core content unless enabled

👥 Shared Trainer

  • Can manage clients shared by other trainers

  • You can customize which privileges are granted

💼 Session Manager

  • Useful for tracking and managing session credits

  • You can choose to limit this permission to this role only

🚫 Step 5: Customize and Limit Access

Trainerize gives you granular control over what different roles can do.

Examples of restrictions you can apply:

  • Prevent trainers from editing master programs or exercises

  • Allow only admins to export the client list

  • Disable visibility of Trainerize’s default exercise library

  • Restrict creation or editing of landing pages

  • Limit who can add session credits

✅ Best Practice: Review each role carefully and disable features that aren't relevant to your team members' responsibilities.

📌 Final Step: Assign the Right Role When Adding Team Members

Once your permission structure is in place:

  1. When you add a new team member,

  2. Choose the appropriate role based on the access they need.

This ensures your AI-integrated Trainerize setup is secure, efficient, and fully aligned with your business model.

Need Help?

Reach out to your Gym Lords coach or our support team if you’re unsure about the best permission setup for your team. We’re here to guide you step by step.