How do I add admin staff and trainers?
Create a new account for your administrative staff and trainers.
Creating a staff member
Go to Staff >> Create New, fill in the person's details, and Submit. Each staff member needs a unique email address (their username) — no two accounts can share an email. If you get a "username already exists" message, deactivate the old account first or contact Octiv Support to locate the previous account. Once created, the staff member receives an automated email with their login details.
User types explained
- Owner — default access to all features.
- Admin — access to everything except the trainer report and staff privileges.
- Location Admin — access to only selected locations; no access to the trainer report or staff privileges.
- Trainer — access to the communication center, manage users, POS, reports, class actions and workout actions. No access to financial information or admin tasks (e.g. suspending members, running debit orders, staff).
- Location Check-in — access to the check-in QR code only. Ideal for a device left unattended at your front desk (for example, for Vitality check-ins), as it exposes nothing else in your Octiv account.
Assigning location access
After creating the account, assign the staff member's location access and privileges: Staff >> Actions >> View/Edit >> Access >> select location access >> select the relevant Octiv privileges >> Submit. Only the Owner account can assign location access. If a new staff member sees a "Location Access Privileges not found" warning at login, their location access hasn't been assigned yet — assign it as above.