Site Access Options
After you've successfully created a user account, there's various levels of permission that can be given. To get to the user permissions you must select the three dots next to the user's name > edit > Permissions > select on the white box to add site access to users. A pop up will appear where you can toggle on/ off certain user permissions.
These are the lists of user permissions that are available:
Therapist - Therapists have read-only access to the system. This should be used to give users basic access to clients and reservations.
Standard - Standard users can create and manage clients and reservations. Give this role to users who can manage your operation.
Spa Manager - This user has all permissions, including the ability to manage user permissions, update settings and manage the rota.
Only one of the above permissions levels needs to be chosen per user and then you can opt into all or as little of the below permissions as required:
Inventory Manager - Inventory managers can view inventory, create adjustments, receive orders and post stock takes.
Reports - This role grants users access to view and download reports.
Intake Forms - This role grants users access to view and print intake forms.
Simply toggle on/off the permissions that you want to grant the users.