Skip to main content

Who can see and do what

The five roles (admin, instructor, helper, customer, horse owner) in one picture, and the differences people mix up.

On this page

Everyone at your barn holds one or more roles, and their roles decide what appears in their menu and what they can change: staff run the barn, while riders and horse owners see only what is theirs.

The five roles in one picture

RoleUsuallyWhat they see and do
Adminthe owner, or whoever runs the officeeverything, including Settings, the price list, Boarding contracts and settling instructors' pay
Instructorthe people who teachthe schedule, horses, care, People and passes; runs rides and takes payment; sees their own Earnings
Helpergrooms and barn handsthe schedule (read-only), horses and the Care board; no money anywhere
Customerriders, and parents booking for their childrentheir own rides, passes and what they owe
Horse ownerowners whose horse lives at your barntheir own horse under My horses

Roles add up. An instructor who is also a horse owner at your barn sees the staff menu and My horses too.

What people mix up

Admin or instructor

An instructor does the daily work: schedules rides, checks riders out, sells passes and vouchers, adds new riders. The big things stay with the admin: Settings (including prices), Boarding contracts, and settling instructors' pay.

An admin can also give one instructor extras, such as setting their own price at check-out, in Settings → Pricing on the Instructors tab.

Helper or instructor

A helper looks after horses, not money. They see the day's rides and which horse goes where, check off the care round, and can mark a horse as sick or away (on holiday or at a show). They never see prices, payments, balances or earnings, they can't add or change rides, and the People list is not in their menu.

Customer or horse owner

A customer rides. A horse owner owns a horse that lives at your barn. On a boarded horse, only the person who pays the contract sees the amounts; a co-owner who doesn't pay sees the horse but not the bills.

Who gives which role

An admin can give any role. An instructor can give only customer, horse owner and helper. New staff join by invitation; new customers and horse owners can be added right away. For someone already at your barn, change roles on their Membership tab. A barn always keeps at least one admin.

Where you see this in the app

  • People: every person, with a chip for each role they hold.
  • A person's panel, Membership tab: change their roles.
  • The menu itself: some items appear only when your barn uses that feature, such as Boarding, Requests and Wallet. If something is missing, check the role first, then whether the feature is on.

Related