Staff role permissions give you the ability to control the level of access your staff members have to the WellnessLiving system. These permissions allow you to limit your staff members’ ability to make modifications to your business configuration or access sensitive information. Limiting staff role permissions also makes WellnessLiving easier to use for staff members, because they will only be able to see the tools and options that are relevant to them.
To modify staff role permissions, see creating or modifying a staff role.
Below is a list of the permissions which you can configure for each staff role.
Field | Description |
Location | Determines at which locations your Business settings, Services and schedules settings, and Clients settings will apply for staff members assigned to this staff role. Your choices are:
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Global Control | Select this checkbox to automatically select and enable all other permissions. Clear this checkbox to automatically clear and disable all other permissions. |
Business | Select the checkbox next to each business permission that you want staff members with this role to have. Your choices are:
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Billing | Select the checkbox next to each billing permission that you want staff members with this role to have. Your choices are:
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Interface | Select the checkboxes next to the interface permissions staff members who are assigned this staff role should be able to manage for the business. Your choices are:
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Dashboard | Select the checkbox next to each dashboard permission you want staff members with this role to have. Your choices are:
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Staff | Select the checkbox next to each staff permission that you want staff members with this role to have. Your choices are:
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Booking | Select the checkboxes next to the availability override permissions that staff members who are assigned this staff role should be able to manage for the business:
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Service and Schedule | Choose which schedules staff members who are assigned this staff role can access and choose what changes staff members who are assigned this staff role can make to those schedules.
For schedule access, your choices are:
If this staff role’s access is set to Only my schedules or All schedules, your choices are:
If this staff role’s access is set to Custom, set each permission individually for Classes, Events, Appointments, and assets. Your choices for each service are:
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Online Store | Select the checkboxes next to the store permissions staff members who are assigned this staff role should be able to manage for the business:
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Integrations | Select the checkbox next to each integration permission that you want staff members with this role to have. Your choices are:
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Marketing | Select the checkboxes next to the marketing permissions staff members who are assigned this staff role should be able to manage for the business:
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Notifications | Choose which schedules should determine which notifications are automatically sent to staff members who are assigned to this staff role. Your choices are:
Next, select the checkboxes next to the notification permissions staff members who are assigned this staff role should be able to manage for the business:
NoteYou can set notification settings individually for each staff member by overriding their staff role notification settings. For more information, see Overriding a staff member’s notifications. |
Rewards and Contents | Select the checkboxes next to the rewards program permissions staff members who are assigned this staff role should be able to manage for the business:
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Clients | Choose which clients staff members who are assigned to this staff role should be able to modify. Your choices are:
Next, select the checkboxes next to the client management permissions staff members who are assigned this staff role should be able to manage for the business:
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Reports | Choose which reports staff members who are assigned to this staff role should be able to view. Your choices are:
Next, select the checkboxes next to the report permissions staff members who are assigned this staff role should be able to view:
Select the Power Search permissions for this staff role:
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Task Management | Choose which tasks staff members who are assigned to this staff role should be able to modify. Your choices are:
Next, select the checkboxes next to each task management permission you want staff members with this staff role to have:
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