This article describes the permissions available for every function that a role can perform within Zenoti.
To customize role permissions for each function
- Ensure that you are on the Edit Role page.
- On the Permissions tab, a list of functions display. You can allow or restrict any of the permissions for a role in your organization.
Click the appropriate function link below to view the available permissions and the descriptions.
- Administrator Functions: Lists all the administrative settings and permissions that you can configure for any role in your organization.
These settings and permissions are required to set up the Zenoti software. - Appointment Book Functions: Lists the permissions related to the functions you can perform on the Appointment Book.
- Employee Manager Functions: Lists the permissions available to manage employees at your organization.
- Guest Manager Functions: Lists the permissions available to manage guest information.
- Inventory Functions: Lists the permissions available to manage the inventory at your organization (purchase and transfer orders, audit, and reconciliation).
- Loyalty Manager Functions: Lists the permissions available to manage coupons, gift cards, prepaid cards, issues, and loyalty programs.
- Marketing Manager Functions: Lists the permissions available to manage the marketing functions at your organization such as campaigns, packages, discounts, memberships, and target segments.
- Sales Functions: Lists the permissions available to manage opportunities and sales at your organization.
- Training Functions: Lists the permissions available to manage training or classes at your organization.
- Zenoti Mobile: Lists the permissions available to access the Geofence tab and update the geofence boundaries.
See Also
How to Manage Role-Based Permissions in Zenoti?
Default Security Roles and Permissions in Zenoti