What a Marketing admin can do
The Marketing role owns what we send to members and what we sell them. This is the tour: what appears in your sidebar, what each part is for, and where the detailed chapter for each job lives.
You can LIST users, coaches and places because the broadcast audience picker and the coupon builder need to look them up — but you cannot open or edit any of them. Reads only, and only from those screens.
Before you start
- · An admin account with the marketing role, added by a super admin from the Team screen.
Steps
- 1
Sign in and look at the sidebar ①.
You should see · Content — Banners. Commerce — Coupons and Products. Messaging — Push broadcasts and the in-app log.
What it means · The sidebar is built from your roles, so what is not there is not something you can reach. It is a courtesy, not the lock: the real gate is on the server, and typing a URL you have no role for is refused with a 403 whatever the menu shows.
- 2
Read the dashboard ①.
You should see · Today's numbers and a strip of anything waiting for attention.
What it means · The dashboard is the one screen every role can open, so it shows you only what your roles already let you see elsewhere.
- 3
Open Settings → Two-factor login ① at least once.
You should see · Your own security settings, including where you enrol a second factor.
What it means · This is the one page an admin can always reach, even before enrolling. On production a second factor is required, so an un-enrolled admin lands here and goes no further until it is set up.
How to tell it worked
- ✓Your sidebar matches the sections listed above.
- ✓You can open each of them without being refused.
Problems
A section listed here is missing from your sidebar
Why · Your account does not actually hold the marketing role, or holds a different one.
Fix · Ask a super admin to check the Team screen — the role list there is the truth.
You can see a menu but the page says you have no access
Why · The sidebar is generous by a screen or two where one role needs another's lookup. The server decides.
Fix · Nothing to fix — that screen is not yours. Ask whoever owns it.