Employee Access Based on Employee Roles
This article explains the differences in an employee’s access to features in the software, based on their Employee Role designated in their Employee profile, within the Security section. There are three Roles: Administrator, Manager, and Employee. Each of these roles grant different access and privileges within the software.
Administrator - Administrators have full access to everything within the software.
Manager - Managers have almost as much access as Administrators, but they cannot edit Company Info or Emails & Texts.
Employee - Employees have far more limited access compared to Administrators and Managers. Employees do not have access to any the Reporting, Settings, or Schedules features. They also lack ability to edit any Employees information (aside from their own) within the Records drop down menu. Finally, within the Setup drop down menu, they do not have the ability to edit Emails & Texts, Customer Booking, or Form Templates.
Employees can edit their own Employee information and Change their Password, but cannot change their Role or Type within the Employee Security options.
Did you find this article helpful?