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:

Setting an Employee's permissions can be done in 2 ways:

1. When adding a New Employee

See How do I add a new Employee?

Scroll down to the Permissions section and using the slide buttons, nominate your Employee's permissions':

Changes made here take effect immediately and can be edited at any time

Tap Save once you have made your selections

2. By Editing the Details of an Existing Employee

Tap Manage > Employees and locate the relevant Employee from your list

Tap on the Employee name

To view existing Permissions only, tap the PERMISSIONS tab:

To edit permissions, tap EDIT in the top right-hand corner of your screen

Scroll down to the Permissions section and make necessary changes using the slide buttons

Tap Save once you have made your changes

PERMISSIONS EXPLAINED:

Field	Description
Allow Roster	The Employee can edit their own roster
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 Modify Schedule	The Employee can create, view and modify their own appointments
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 Full Custumers	The employee can view the Customer list
Customer Access	Select All for complete access to all Customers Select With Previous Reservations to limit access to Customers who have had previous bookings with them
Customer Detail	This setting specifies what this Employee can do with the customer profile: None (cannot open Customer file); *View* *[read only]* (can only view the customer file; *Edit [read-write]* (can view and edit the customer file)