Managing roles

Employees and users in Ovatu each have a Role. The role governs what areas of the system they can view and edit.

You can choose from 4 in built roles:

1. Owner - There is only one account owner, this user has unrestricted access.
2. Manager - Permissions for your whole account, excluding billing and ownership changes.
3. Employee - Access for creating appointments, customers and invoicing / sales, setting roster and viewing reports for ALL employees of your account. No access to setup features such as services, employees, passes, forms, etc.
4. Restricted Employee - Access for creating appointments, customers and invoicing / sales, setting roster and viewing reports for ONLY their employee file. No access to setup features such as services, employees, passes, forms, etc.

To view these roles click on:

• Account
• Users & Roles
• then select the Roles tab

Hover your mouse over a blue tag in each role to see what is enabled

ASSIGNING ROLES

You can assign a role while creating a new employee:

Once an employee has been created you can edit their role by clicking:

• Account
• Users & Roles
• Change Role

CUSTOM ROLES

In addition, the Loaded plan offers the ability to create Custom Roles.

Custom roles allow you to pick and choose from a range of options to create a role that suits you.

To create a custom role, click:

• Account
• Users & Roles
• the Roles tab
• then New Role

Here you can select from a range of options using the toggles and drop downs:

Your new custom role will appear in the Custom Roles area. It can be deleted and edited here.

CHANGING OWNER

Change the ownership of the account can only be done by the account owner by clicking:

• Account
• Users & Roles
• the Owner tab
• then, Change Ownership
• follow the prompts