Skip to main content

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