Employee Security Roles: Overview

Wondering what a Security Role is in your Employees' Permissions? Check out our overview here:

Back Room

Used by assistants and color room associates, this security role allows personnel to facilitate mixing & recording color formulas, organizing resources, viewing appointments, etc...

• Has on screen access to all stylists’ daily schedules, and customer Client Logs which hold formulas and notes.

• They cannot create or change appointments, nor access the stylist's sales figures.

• In the Employee Permissions, you have the ability to customize what permissions are assigned to each role including this one.

Service Provider

Service Providers can view only their own Schedule.

• They can be granted the ability to schedule and cancel their own appointments by setting the appropriate permissions.

• The Service Provider has access to the customer Client Logs and color Formula tab for each client on his/her own schedule. As well as view Notes or apply Ticket Notes for desk staff to see.

• In the Employee Permissions, you have the ability to customize what permissions are assigned to each role including this one.

• We recommend changing a Service Provider to a Receptionist if you'd like them to be able to see everyone's Schedule, rather than just their own.

Receptionist

Receptionists will have on-screen access to all stylists’ daily schedules, and the ability to create, adjust and cancel appointments is a default for this role.

• When a sales ticket needs to be checked out and/or adjust the receptionist will have access to do this. However, they will not have the default permissions to delete any sales tickets.

• The “Manage” tab is available to them with these functions: Clients, Gift Cards, Time Clock and Cash Drawer.

• In the Employee Permissions, you have the ability to customize what permissions are assigned to each role including this one.

Manager

Allows full access to the schedule and program.

• This security role has full access to changing and/or deleting tickets.

• The Manager and the Owner are the only two roles that will have the ability to manually adjust Rewards Points for clients.

• In the Employee Permissions, you have the ability to customize what permissions are assigned to each role including this one.

• They will have access to all the Reports by default, but these can be managed through the Access Control by an Owner login.

• Billing access will be defaulted OFF.

Owner

Allows unlimited access to all parts of the system.

• In the Employee Permissions, you have the ability to customize what permissions are assigned to each role including this one.

Apprentice

The apprentice has to be set under another employee as being deemed their "helper".

• Any services put onto the Apprentice schedule will be checked out under the Service Provider's name they are deemed "helper" for. In other words, Apprentices do not receive commission.