Security Role Definitions ►
Back Room: Used by assistants this security role allows personnel to facilitate mixing colors formulas, organizing resources, viewing appointments, etc. Has on screen access to all stylists’ daily schedules, client log which holds: formulas and notes. They cannot create or change appointments, nor access the stylist's sales figures. However, they do have appointment and cancelled appointment reports defaulted under this login. In the permissions there is the ability to adjust what permissions are assigned to each role. Also, at any point these two reports can be removed by going through the access control under an Owner login. The access control will also give you the ability to add more reports to this login such as inventory, sales and performance reports.
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 client log and color formula tab for each client on his/her own schedule, and can view notes or send notes to the desk staff. Access to a client retention, sales analysis, appointments and cancelled appointment reports are automatically defaulted to the service provider role. In the permissions there is the ability to adjust what permissions are assigned to each role. Through the access control these reports can be removed from their permissions or additional reports can be added, such as inventory and sales reports only in an Owners login.
Receptionist: Receptionist will have on-screen access to all stylists’ daily schedules. The ability to create, adjust and cancel appointments is a default for this security 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 permissions to delete any sales tickets. The “Manage” tab is available to them with these functions: clients, gift cards, time clock and cash drawer. There will be four reports that will automatically be defaulted on for a receptionist security role: client retention, sales analysis, appointments, and cancelled appointments. At any point these reports can be removed from this permission or additional reports can be added through the access control, only under an Owner login. Additional settings such as inventory and ticket summary can be granted through the employee settings.
Manager: Allows full access to the schedule and program. This security role has full access to changing or deleting tickets. In the permissions there is the ability to adjust what permissions are assigned to each role. They will have access to all the reports but through the access control certain reports can be removed only by an Owner login. Billing access will be defaulted to be set as “NO” but this can be easily adjusted through the employee settings.
Owner: Allows unlimited access to all parts of the system. In the permissions there is the ability to adjust what permissions are assigned to each role.
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