How do I set Employee permissions?
To set an Employee’s permissions, choose Manage > Employees > List
Click the Edit icon against the Employee’s name
Click on the Permissions tab
Use the checkboxes and drop-down options to nominate your Employee’s permissions.
Changes made here take effect immediately and can be changed at any time.
Click Save once you have made your selections.
Permissions explained:
Field | |
Description | |
Allow App Access | |
Refers to which apps the Employee has access to |
- All
- Web App (website and mobile website)
- Mobile Apps (Android and IOS)
- No App Access
Changing this will deny employees access immediately, if they are currently logged in | | Allow Roster | The Employee can edit their own roster | | Allow Reporting | The Employee can view their own reports | | Allow Sales | The Employee can create, view and edit their own sales | | Allow Team Roster | The Employee can view and edit all Employee’s rosters | | Allow Team Scheduling | The Employee can create, view and edit appointments for all Employee’s, as long as their Allow Modify Schedule permission is enabled | | Allow Team Reporting | The Employee can view most reports, but not all | | Allow Team Sales | The Employee can create, view and edit all Employee’s sales. | | Allow Modify Schedule | The Employee can create, view and modify their own appointments | | Allow Customer | The employee can view the Customer list | | Allow Customer Access | This setting specifies which customers appear in the customer list:
- All, (or)
- With previous (with this employee) reservation only | | Allow Customer Detail | This setting specifies what this Employee can do with the customer profile:
- None (cannot open customer profile)
- View read only (can only view the customer profile)
- Edit read-write (can view and edit the customer profile) | | Allow Waitlist | The employee can view the waitlist and add and remove customers | | Allow Purchase Orders | The employee can create, view and edit purchase orders | | Allow Gift Cards | The employee can create, view and edit gift cards | | Allow Products | The employee can create, view and edit products | | Allow Services | The employee can create, view and edit services | | Allow Forms | The employee can create, view and edit forms | | Allow Marketing | The employee has access to the Marketing tab | | Allow History | The employee can view object history (reservations, sales etc) |
Below are the default setting: