Staff roles determine the permissions staff members have in WellnessLiving. If the default staff roles are not sufficient for your business, you can create new staff roles or modify existing staff roles. For example, you may want to give your front desk employees additional booking privileges, or you may want to create an analyst role that only has access to your reports.
Key tips before we begin
If your business is a franchise business, staff members will only be able to enable staff role permissions that their assigned staff role has enabled. This means that if their assigned staff role isn’t allowed to access a permission, they won’t be able to enable that permission for any other staff role.
When you modify an existing staff role, all staff members associated with that role will receive the updated permissions immediately. Take note of the staff members that will be affected before making any changes.
Changes made to staff role permissions may take up to five minutes to be applied.
Create or modify a staff role
To create or modify a staff role, complete the following:
Click the App Drawer button
then click View All > Setup > Staff > Staff Roles.On the Staff Roles page, complete one of the following:
Click Add Role to create a new role.
Click the Edit Role button
next to an existing staff role to modify it.
Under Role Name, enter a name for the staff role.
Under Description, type a description for the staff role.
Select all the permissions that apply to this staff role. For more information, see Staff role permissions.
Click Save.