Default security roles and permissions
Security roles determine what actions employees can perform in Zenoti.
In Zenoti, permissions are then configured for each role. For guidance on managing various security-related configurations, refer to manage security-related settings for your business.
When you create an employee profile, you must assign a role to that employee. The employee will then have all the permissions that have been configured for the role.
Refer to the following default roles to determine the right roles for your employees:
Monitor: This role grants a user login access to a read-only mode of the appointment book. This is useful if you’d like to display the appointment book in an employee breakroom.
Admin Staff: Assign this role to employees who handle jobs that do not require access to Zenoti. You should create them as employees in Zenoti to manage their schedules, track performance, and perform a check-in.
Therapist: Assign your service providers to this role. Employees assigned to this role can log into Zenoti and view their dashboard. The dashboard provides a personalized view of the employee's monthly schedules, appointments, and payroll details.
Authenticate: Assign this role to an employee who needs to only authenticate a machine with their credentials and nothing else.
Accountant: Accountants have access to administrative reports.
Receptionist: Receptionists are responsible for booking appointments through the Appointment Book and collecting payments.
Inventory Manager: Assign this role to staff responsible for maintaining inventory (such as track product checkouts, and maintain stock levels).
Supervisor: The supervisor is granted more permissions than a receptionist but less than a manager. This employee can manage appointments, check staff in, manage issues, and create purchase orders.
Marketing Manager: This role is used for staff that creates, deploys and tracks discounts, memberships, promotional packages, campaigns, and loyalty programs.
HR Manager: The HR Manager has full access to employee data to track attendance, performance and other capabilities related to employee management.
Manager: Assign your center’s manager to this role. This role grants extensive access to data and capabilities in the system.
Zonal Manager: The zonal manager receives almost the same access to the system as a ‘Manager’, but for all centers in a ‘zone’.
Administrator: Staff assigned to the Administrator role at the organization level have access to organization-level settings; staff assigned to this role at the center level have access to center-level settings.
Owner: The owner has complete access to data and capabilities in Zenoti. The owner can also modify the default roles and permissions.
Important
The following roles can view the Appointment Book by default - Receptionist, Manager, and Owner.
Access to the Inventory module must be given only to Inventory Manager and Owner roles.