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Access Types Overview
Access Types Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

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.


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Settings>Terms

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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.

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