Access Types Overview
Pricing Tier: All
Appointment Version: Single & Multiple
Access Types are the levels of system access, or permissions, assigned to each user who can log in to the system. When a user logs into the system with their login and password, the selected access type will define what account features they can use.
For each access type, the user will have either Full Access or View-Only Access to each tab or resource configured within the account.
NOTE: The default tab names below may be different in your account depending on who and what you're scheduling. The tab names will display the Terms defined for your account. Although the tab names may change, the placement of the tabs in each account is the same.
Settings>Terms
Headquarters Administrator
All accounts must include at least one Headquarters Administrator profile. Headquarters Administrators can access ALL components of the system and account Locations. This group has full access to ADD, EDIT, and DELETE in the following sections:
Full Access
Appointments tab
Customers tab
Staff Members tab
Services tab
Reports tab
Events tab
Rooms tab
Packages tab
Lists tab
Pages/Text tab
Layout tab
Settings tab
Includes access to manage payment information and see the account's billing history.
Location dropdown
This is not a tab, but rather the list of Locations available in the account placed in the upper right corner.
POS tab (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
Location Administrator
The Location Administrator access type provides full account access but restricts users to a particular Location. By default, Location Administrators can only access the Location their profile was created in. The exception to this is if Locations are allowed to share Customers or Staff Members. This group has full access to ADD, EDIT, and DELETE in the following sections:
Full Access
Appointments tab
Customers tab
Staff Members tab
Services tab
Reports tab
Events tab
Rooms tab
Packages tab
Lists tab
Pages/Text tab
Layout tab
Settings tab
Location drop-down
This is not a tab, but rather the list of assigned Locations in the account placed in the upper right corner.
POS tab (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
Location User
This group allows Location personnel to perform all the necessary daily functions for themselves. By default, Location Users can only access the Location their profile was created in. The exception to this is if Locations are allowed to share Customers or Staff Members. This group has full add/change/delete access to the following areas, except as noted.
View-Only Access
Appointments - Can only add/edit/cancel appointments assigned to themselves.
Staff Members tab - Can only access their own profile information.
Events tab
POS tab - Products & Coupons (optional feature available from the Marketplace)
Full Access
Customers tab - Can manage the customers, including creating new profiles, that have been added to their location.
Reports tab - Can only run the Appointment Reports for themselves.
POS tab - Create new transactions only (optional feature available from the Marketplace)
Time Clock tab - Cannot edit Time Clock Entries. (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
Call Center User
This group has view-only access to some functions, but full add/change/delete access to others. Depending on the account's configuration for sharing Staff Members, Call Center Users will have access to some or all Locations.
View-Only Access
Staff Members tab
Services tab
Events tab
Settings tab - Location Information
POS tab - Products & Coupons (optional feature available from the Marketplace)
Full Access
Appointments tab
Customers tab
Location drop-down
When the account shares Staff Members, users with this access type will need to be assigned to each Location for which they should be allowed to manage Appointments
When the account does not share Staff Members between Locations, users with this access type will automatically have access to all Locations, regardless of their specific assignments.
POS tab - Create new transactions only (optional feature available from the Marketplace)
Time Clock tab (optional feature available from the Marketplace)
Gift Certificates tab (optional feature available from the Marketplace)
View-Only User
The View-Only user can view Appointments for themselves, but not add or cancel Appointments. This group has view-only access to the following areas, except as noted.
View-Only Access
Appointments tab - Can only add notes, process payments, and change Appointment Status for their own Appointments and Events.
Full Access
Time Clock tab - Cannot edit Time Clock entries.