Application of role permissions in Zenoti
Note
This article only applies to organizations that went live on Zenoti after February 15, 2023.
In Zenoti, when you assign multiple roles to a person, depending on the level at which the role is assigned, Zenoti adds up the permissions for that user. The permissions hierarchy flows from higher to lower levels (organization > zone > center). So any permission granted at a higher level is applicable at lower levels too.
The following examples show the impact of assigning multiple roles to an employee.
Example 1
Freya works at a single-center salon in Tampa Bay. She has two roles assigned - center manager (supervisor) and front-desk associate (receptionist). The table shows her effective roles at the center.
Level | Role | Effective role |
---|---|---|
Center | Supervisor | Supervisor + Receptionist |
Receptionist |
As a front-desk associate, Freya wouldn't have been able to create or edit gift cards. However, since both roles are assigned to her, she can perform the actions for both roles from her login.
Example 2
Eleanor works with a multi-center spa brand. She performs multiple roles and has the following roles and permissions:
Level | Role | Effective roles at corresponding level |
---|---|---|
Organization | Inventory Manager | Inventory Manager |
East Florida zone | Zonal Manager | Inventory Manager + Zonal Manager |
Tampa Bay center | Manager | Inventory Manager + Zonal Manager + Manager |
St. Petersburg center | Manager | Inventory Manager + Zonal Manager + Manager |
Example 3
Chrissy works with a multi-center brand. She has multiple roles and has the following permissions.
Level | Role | Effective roles at corresponding level |
---|---|---|
Organization | Instructor | Instructor |
Dallas zone | Zonal Manager | Zonal Manager + Instructor |
Young St. center | Therapist | Zonal Manager + Therapist + Instructor |
Instructor | ||
Dealy Plaza center | Instructor | Zonal Manager + Instructor |
Arlington zone | Zonal Manager | Zonal Manager + Instructor |
Abram St. center | Instructor | Zonal Manager + Instructor |
Negative permissions
Negative permissions will only be applied if they are selected for all the roles assigned to the employee. If they are not selected for even one of the roles, the restriction will not apply.
The negative permissions in Zenoti are:
Guest Manager > Mask Guest Contact
Zenoti Connect > Mask Guest Info
Zenoti Mobile > Mask Guest Contact Info
Inventory Manager > Hide Price
Appointment Book > Read Only
Consider Example 3. The following table shows which roles have the Mask Guest Contact and Mask Guest Info negative permissions applied.
Role | Mask Guest Contact | Mask Guest Info |
---|---|---|
Instructor | Yes | Yes |
Therapist | No | Yes |
Chrissy can view guests' contact and other information based on the negative permissions applied, but she cannot add, edit, or delete appointments.
Role permissions for employees on deputation
An employee at one center may be deputed (or loaned) to another center for reasons such as filling in for someone on leave or because the other center has a higher-than-expected inflow of guests. In such cases, if the deputed employee has an assigned role in that center, she will get a combination of permissions from the role at the base center and the one at the center to which she is deputed. If she doesn't have a role assigned at the deputed center, she will inherit only the permissions from the base center.
In the following example, Aileen works at the Tampa Bay center, her home center. Occasionally, she is deputed to work at other centers of the same chain. At some centers, she has an assigned role; at some, she doesn't. The table shows the effective permissions she will have at the deputed centers.
Center | Role | Effective permissions |
---|---|---|
Tampa Bay (Home) | Therapist | Therapist |
St. Petersburg | Instructor | Instructor + Therapist |
Young St. | Therapist | Therapist |
Dealy Plaza | None | Therapist |