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 9.1
edited by Isaac Mejia
on 2026/05/05 14:15
on 2026/05/05 14:15
Change comment:
There is no comment for this version
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... ... @@ -1,71 +1,41 @@ 1 1 {{include reference="KBArticleHeader.WebHome"/}} 2 2 3 -= Staff Permissions = 3 += Set Staff Permissions = 4 4 5 - Individual Permissions can be setup underthe Permissionsoption in the Staff section.Youcan also assign memberstoaStaffGroup (go to Staff>Groups>Add Group tocreatea list of membersthat will all have the same permissions). Remember, group permissions will always overridetheindividual permissions, so iftheyare assignedtoa group, you would need toremove them from the group to setup individual permissions.5 +Control what your staff can see and edit in Volo. 6 6 7 - **ThreeBasicTypes ofAccess: **7 +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]]. 8 8 9 - * **Hide**: this will hidethat menuitemor option completelyfrom the staffmember.9 +Three Basic Types of Access: 10 10 11 -* ** Readonly**:in this setting, the staff member will see the informationintheareabut willnot beable toeditit.11 +* **Hide**: when this is the permission level granted, the staff member will not even see that there is supposed to be something there 12 12 13 -* **Read /Write**:withthispermissionlevel,the staff member willhavefull accessto viewand edit everythingin the area thatwasselected13 +* **Read only**: in this setting the staff member will see the information in the area but will not be able to edit it. 14 14 15 -** SetStaffIndividualPermissions**15 +* **Read/Write**: with this permission level the staff member will have full access to view and edit everything in the area that was selected 16 16 17 +**Set Staff Permissions** 18 + 17 17 * Click **Staff** 18 18 19 19 * Click **Search** 20 20 21 -* Select the **Permissions** link next to the staff member desired .23 +* Select the **Permissions** link next to the staff member desired 22 22 23 - *[[image:Staff Permissions@kb-1487438467-2125725721-1.png]]25 +[[image:kb-1534394418-1533935731-1.png]] 24 24 25 - FortheTop Menu, selecteach area that you want the staff member to have access to,and what kind of access. This will allow them to see the Menu items. In each section below the Top Menu, you can choose what type of permission is allowed for each Menu item.27 +* Select the area that you want the selected staff member to have access to and what kind of access 26 26 27 - //Note:If you don’t enable permissions on the top level navigation to acertainarea but 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. //29 +* Click **OK** 28 28 29 - //Check LandingPagefor thewhatscreenwillshowwhen thestaffmemberlogs in.//31 +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. 30 30 31 - //If you Hide Staff, but allow access to Staff Own Profile, your staff member will only see their information.//33 +[[image:kb-1534394418-1533935738-1.png]] 32 32 33 - [[image:kb-1487438467-1487569698-1.png]]35 +* 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 34 34 35 - * **Check-In**37 +[[image:kb-1534394418-1533935744-1.png]] 36 36 37 - CheckAllowed if staff should haveaccesstoCheckIn>Kiosk39 +* 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]]. 38 38 39 -[[image:kb-1487438467-2115895297-1.png]] 40 - 41 -* **Schedules ** 42 - 43 -Set permissions per schedule or for all schedules. You will need to click OK at the bottom after you set permissions for each schedule so that it will save the changes. //Note: Week View 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.// 44 - 45 -[[image:kb-1487438467-1487569704-1.png]] 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"/}}