Roles & Permissions

Overview

Roles and permissions allow you to manage staff access levels without giving everyone full admin rights. Each role defines what actions a staff member can perform in different areas of the system.

Creating Roles

You can create custom roles with specific permission sets.

Creating a New Role

Navigate to Business Setup > Permissions > Roles
Click "New Role" or "Add Role"
Enter a role name
Select permissions for different areas:
- Appointments (create, view, update, delete)
- Clients (create, view, update, delete)
- Services (create, view, update, delete)
- Providers (create, view, update, delete)
- Settings and configuration
- And other system areas
Save the role

Permission Areas

Permissions are organized by functional areas. Common permission areas include:

Appointments

Control who can create, view, update, cancel, and delete appointments.

Clients

Manage access to client profiles, contact information, and appointment history.

Services

Control who can create, edit, and manage services and categories.

Providers

Manage access to provider profiles, schedules, and staff management.

Settings

Control access to business settings, configuration, and system administration.

Assigning Roles to Providers

After creating a role, you can assign it to providers (staff members). Each provider can have one role that determines their access level.

How to Assign a Role

Go to the provider's profile
Edit the provider information
Select a role from the role dropdown
Save the changes

The provider's access will immediately reflect the permissions defined in their assigned role.

Permission Profiles

You can view your own permission profile to see what actions you're allowed to perform in the system. This helps you understand your access level.

Admin vs Staff Access

Account creators (admins) typically have full access to all features. Staff members (providers) have access based on their assigned role.

Admin Access

Account creators and administrators have full access to:

All appointments and calendar management
Client and provider management
Service and category configuration
Settings and business configuration
Role and permission management

Staff Access

Staff members have access based on their assigned role. This allows you to:

Limit access to sensitive information
Control who can modify settings
Restrict access to financial data
Allow view-only access where appropriate

Best Practices

Create roles that match your staff structure (e.g., Manager, Receptionist, Provider)
Grant only the minimum permissions needed for each role
Regularly review and update role permissions
Test roles before assigning them to verify they have appropriate access
Document your role structure for team reference