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Whole in One
Admin portal

Operations & integrations

Role action matrix
The approved actions per role. Direct calls and server functions enforce the same boundaries; this matrix is the reviewed record.

Platform roles

Platform owner / administrator
Grant and revoke platform staff roles
Grant and revoke temporary club support access
Create and edit roadmap items
Edit and publish platform website content
Manage platform or club finance records
Export finance data
View operations and integration health
Retry failed payment or integration events
View customer clubs
Manage platform branding
Manage CRM contacts, deals and pipelines
Manage customer onboarding tasks
Sales / customer success
Manage CRM contacts, deals and pipelines
Manage customer onboarding tasks
View customer clubs
Platform finance
Manage platform or club finance records
Export finance data
View customer clubs
Product / content manager
Create and edit roadmap items
Edit and publish platform website content
Manage platform branding
View customer clubs
Platform support
View operations and integration health
Diagnose a club through an active approved support grant

Club roles

Club owner / manager
Create, change and cancel bookings
Check in players
View members and players
Assign and end memberships
Manage the rental catalogue and handovers
Send operational messages
Send marketing messages to opted-in contacts
Edit and publish the club website
Inject custom code into the club website
Manage course media
Edit course and hole content
View club finance records
Record refunds
Export finance data
Manage CRM contacts, deals and pipelines
Manage club settings and integrations
Maintain dated course conditions
Manage coaching slots and events
View schedules
View assigned participants
Reception / booking staff
Create, change and cancel bookings
Check in players
View members and players
Manage the rental catalogue and handovers
Send operational messages
View schedules
Maintain dated course conditions
View membership applications
CRM / marketing manager
Manage CRM contacts, deals and pipelines
Send marketing messages to opted-in contacts
Edit and publish the club website
Manage course media
View members and players
Club finance
View club finance records
Record refunds
Export finance data
Course content editor
Manage course media
Edit course and hole content
Coach / event organiser (optional)
View schedules
View assigned participants
Manage own coach agenda
Temporary club support access
Support staff can diagnose a club only through an approved grant with a reason and expiry (at most 30 days). Grants never include billing access and every change is audited.
Support diagnostics
Billing-free club overview for troubleshooting. Support staff need an active approved grant for the club; no amounts, addresses or message content are ever shown.

Payment notifications

0 recent · 0 failed. Details are redacted; retries replay the recorded event safely.

No notifications recorded yet.

    Domain checks

    0 recent · 0 not reachable. A check only records whether the domain responded at that moment; record a new check from Customer management.

      Message delivery

      0 recent · 0 queued · 0 excluded without consent. Delivery is not connected yet; queued messages wait for the email service. Recipient addresses and message bodies are never shown here.