Note: Only the owner can view the permissions page and modify the default roles and permissions.
What are role-based permissions?
Every employee in an organization is assigned a role and each role has the responsibility to perform certain tasks or functions. Thus, the permissions to perform certain operations are assigned to specific roles.
Setting up role-based access permissions allows you to control the actions that employees' can perform.
When you set up Zenoti, each role in your organization is assigned some default permissions. Read: Default Roles in Zenoti and Default Permissions for Default Roles.
However, you can modify a role and manage the role's access to each function or task.
Note: If an employee has multiple roles assigned, Zenoti honors the permissions granted for the highest role. Learn more
To manage role permissions
Ensure that you are at the organization level.
Navigate to Admin > Organization > Security Roles > Select a role.
The Edit Role page opens.
On the General tab, configure the settings you want for the selected role and click Save.
Click the Permissions tab and enable or disable the tasks applicable for this role.
Click the Employees tab to view the list of employees who already have the selected role across your centers.
Zenoti updates the permissions for the role.