Changes for page Set Staff Permissions
Last modified by Isaac Mejia on 2026/05/05 14:24
From version 10.2
edited by Isaac Mejia
on 2026/05/05 14:17
on 2026/05/05 14:17
Change comment:
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To version 7.1
edited by Isaac Mejia
on 2026/02/05 15:22
on 2026/02/05 15:22
Change comment:
There is no comment for this version
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... ... @@ -1,71 +1,47 @@ 1 1 {{include reference="KBArticleHeader.WebHome"/}} 2 2 3 -= Staff Permissions = 3 += Set Staff Permissions = 4 4 5 - IndividualPermissionscan be setup under the Permissions option in theStaff section.You can also assign members to aStaffGroup (go to Staff>Groups>Add Group to create a list of members that will all have the same permissions). Remember, group permissions will always override the individual permissions, so if they are assigned to a group, you would need to remove them from the group to setup individual permissions.5 + Set Staff Permissions 6 6 7 - **ThreeBasicTypesofAccess:**7 + 8 8 9 - * **Hide**:this will hide thatmenu item oroptioncompletely from thestaff member.9 +Staff Permissions 10 10 11 - * **Readonly**:in this setting,thestaffmemberwillseethe information inthearea but willnotbe able toedit it.11 +Control what your staff can see and edit in Volo. 12 12 13 -* **Read/Write**:withthispermissionlevel, thestaffmemberwillhavefullaccesstoviewandediteverything intheareathatwasselected13 +* Remember, group permissions will always override the individual permissions, so to change for one member, they must be taken out of the [[Staff Group>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]]. 14 14 15 - **SetStaff IndividualPermissions**15 +Three Basic Types of Access: 16 16 17 -* Click**Staff**17 +* **Hide**: when this is the permission level granted, the staff member will not even see that there is supposed to be something there 18 18 19 -* Click**Search**19 +* **Read only**: in this setting the staff member will see the information in the area but will not be able to edit it. 20 20 21 -* Select the**Permissions**link nextto the staff memberdesired.21 +* **Read/Write**: with this permission level the staff member will have full access to view and edit everything in the area that was selected 22 22 23 -* [[image:Staff Permissions@kb-1487438467-2125725721-1.png]]23 +**Set Staff Permissions** 24 24 25 - Forthe Top Menu, select each area that you want the staff member to have access to, and whatkindof access. This will allowthem to see the Menu items. In each section below the Top Menu, you can choose what type ofpermission is allowedfor each Menu item.25 +* Click **Staff** 26 26 27 - //Note:If you don’t enable permissions on the top level navigation to acertainareabut enable permissions within that area, the top level navigation permissions will override that permission. If they are not able to get to that Menu item, they will not have permission in that section at all. //27 +* Click **Search** 28 28 29 - //CheckLanding Page forthewhat screen willshowwhen the staff memberlogsin. //29 +* Select the **Permissions** link next to the staff member desired 30 30 31 - //If you Hide Staff, but allow access to Staff Own Profile, your staff member will only see their information.//31 +[[image:kb-1534394418-1533935731-1.png]] 32 32 33 - [[image:kb-1487438467-1487569698-1.png]]33 +* Select the area that you want the selected staff member to have access to and what kind of access 34 34 35 -* **Check-In**35 +* Click **OK** 36 36 37 - Check Allowedifstaffshouldhave accesstoCheckIn>Kiosk37 +Sidenote: If you don’t enable permissions on the top level navigation to a certain area but enable permissions within that area, the top level navigation permissions will override the permissions within a specific area. 38 38 39 -[[image:kb-14 87438467-2115895297-1.png]]39 +[[image:kb-1534394418-1533935738-1.png]] 40 40 41 -* **Schedules**41 +* Also you can set permissions per schedule you will need to click OK after you set permissions for each schedule so that it will save the changes 42 42 43 - Set permissions per schedule or for all schedules. You will need to click OK at the bottomafter you set permissions for each schedule so that it will save the changes. //Note:WeekView Only will allow the staff user to only see their appointments/classes on the schedule in the week view and no other staff member’s appointments.//43 +[[image:kb-1534394418-1533935744-1.png]] 44 44 45 - [[image:kb-1487438467-1487569704-1.png]]45 +* Staff schedule permissions can also be changed by creating a group for staff members using the same schedule, and changing the group permissions. To learn how to create a staff group,[[ click here>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]]. 46 46 47 -* **Students** 48 - 49 -Set permissions for Students/Members for each profile tab. 50 - 51 -[[image:kb-1487438467-2115829773-1.png]] 52 - 53 -* **Instructor** 54 - 55 -Set permissions for staff profiles. 56 - 57 -[[image:kb-1487438467-2115895307-1.png]] 58 - 59 -* ** Reports** 60 - 61 -Set permissions for All Reports by clicking Read Only at the top of the column, or or set permissions for each report individually. 62 - 63 -[[image:kb-1487438467-2115665943-1.png]] 64 - 65 -* **Setup** 66 - 67 -Set permissions options for the setup area. Click OK when done to save all permissions. 68 - 69 -[[image:kb-1487438467-2115665949-1.png]] 70 - 71 71 {{include reference="KBSupportCTA.WebHome"/}}