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Staff roles
Updated over 7 months ago

To access staff roles, click the App Drawer , then click View All > Setup > Staff > Staff Roles.

Understanding staff roles

A staff role is an assignment that determines your staff members’ access to features and functions in WellnessLiving.

A staff role isn’t the same as a job title, which is a setting found on the staff profile. For example:

  • Staff members with different job titles can share the same staff role, allowing them the same level of access to system functions, such as scheduling.

  • Conversely, two staff members can share the same job title while using different staff roles, allowing one member access to more business functions than the other. This can be useful if you have junior and senior employees who should have access to different parts of WellnessLiving.

When you start using WellnessLiving, you will be presented with four default staff roles, as described below:

  • Business Owner – Business Owners have all permissions in your business.

  • Front Desk – Front Desk staff members can manage schedules, add holidays, view, create, and flag clients, and leave notes.

  • Instructor – Instructors can manage only their own services.

  • Manager (Location Owner) – Managers and Location Owners have all permissions, but only for their location(s).

If you want to create additional staff roles or make any modifications to existing staff roles, see Creating or modifying a staff role.

What you can do with staff roles

With staff roles, you can ensure that your staff members always have access to the things they need, and never stumble onto anything they shouldn’t.

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