Changes for page Set Staff Permissions
Last modified by Isaac Mejia on 2026/05/05 14:24
From 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
To version 10.1
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
Summary
-
Page properties (1 modified, 0 added, 0 removed)
Details
- Page properties
-
- Content
-
... ... @@ -1,47 +1,71 @@ 1 1 {{include reference="KBArticleHeader.WebHome"/}} 2 2 3 -= S etStaff Permissions =3 += Staff Permissions = 4 4 5 - Set Staff Permissions5 +Individual Permissions can be setup under the Permissions option in the Staff section. You can also assign members to a Staff Group (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. 6 6 7 - 7 +**Three Basic Types of Access: ** 8 8 9 - StaffPermissions9 +* **Hide**: this will hide that menu item or option completely from the staff member. 10 10 11 - Controlwhatyourstaffcansee andedit inVolo.11 +* **Read only**: in this setting, the staff member will see the information in the area but will not be able to edit it. 12 12 13 -* Re member, group permissions willalways override theindividualpermissions,soto change foronemember,theymustbe takenoutofthe[[StaffGroup>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]].13 +* **Read/Write**: with this permission level, the staff member will have full access to view and edit everything in the area that was selected 14 14 15 - ThreeBasicTypesof Access:15 +**Set Staff Individual Permissions** 16 16 17 -* **Hide**: whenthis is the permission level granted, the staffmember will not even see that there is supposed to be something there17 +* Click **Staff** 18 18 19 -* **Read only**:inthis setting the staff memberwill see the information in the area but will not be able to edit it.19 +* Click **Search** 20 20 21 -* **Read/Write**: withthispermission levelthe staff memberwill havefull access to view and edit everything in thearea that was selected21 +* Select the **Permissions** link next to the staff member desired. 22 22 23 -* *SetStaff Permissions**23 +* [[image:kb-1487438467-2125725721-1.png]] 24 24 25 - *Click**Staff**25 +For the Top Menu, select each 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. 26 26 27 - *Click**Search**27 +//Note: 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 that permission. If they are not able to get to that Menu item, they will not have permission in that section at all. // 28 28 29 - * Selectthe**Permissions**linknextto the staff memberdesired29 +//Check Landing Page for the what screen will show when the staff member logs in. // 30 30 31 - [[image:kb-1534394418-1533935731-1.png]]31 +//If you Hide Staff, but allow access to Staff Own Profile, your staff member will only see their information.// 32 32 33 - * Select the area that you want the selected staffmember to haveaccess to and whatkind of access33 +[[image:kb-1487438467-1487569698-1.png]] 34 34 35 -* C lick**OK**35 +* **Check-In** 36 36 37 - Sidenote:Ifyou don’tenablepermissions on the top level navigation to a certain area but enablepermissions within that area, the top levelnavigation permissionswilloverridethepermissionswithin a specific area.37 +Check Allowed if staff should have access to Check In>Kiosk 38 38 39 -[[image:kb-1 534394418-1533935738-1.png]]39 +[[image:kb-1487438467-2115895297-1.png]] 40 40 41 -* Also youcan set permissions per scheduleyou will need to click OK after yousetpermissions for each schedule so that it will save the changes41 +* **Schedules ** 42 42 43 - [[image:kb-1534394418-1533935744-1.png]]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 44 45 - * Staff schedule permissions can also be changed by creating a group for staffmembers using the same schedule, and changing thegroup permissions. To learn how to create a staff group,[[ click here>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]].45 +[[image:kb-1487438467-1487569704-1.png]] 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 + 47 47 {{include reference="KBSupportCTA.WebHome"/}}