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Enable Permissions for Zenoti Integrated Payroll

This article provides a step-by-step guide on how to enable permissions for the Zenoti Integrated Payroll feature, ensuring team members have the necessary access to use its capabilities effectively.

Granting the appropriate permissions for Zenoti Integrated Payroll ensures that your team members can efficiently utilize this feature within Zenoti.

To enable permissions for Zenoti Integrated Payroll, perform the following steps:

  1. At the organization level, click Configuration.

  2. In the Configuration menu, locate the Security section.

    You can do this by scrolling down or by using the search bar to type in Security Roles.

    Security_roles_0_.png

  3. Once you are in the Security Roles settings, find the role that you want to grant Zenoti Integrated Payroll permissions to.

  4. After selecting the role, under Administrator, look for Payments within the role’s permissions tab. Check the boxes next to the required permissions to enable them for this role.

    Security_roles_03.png

    • Configure Zenoti Integrated Payroll

      This role permission is required for users who want to set up Zenoti Payroll or access business setup information such as the payroll debit account, tax setup, documents, and similar details.

    • Process Payroll Payouts

      This role permission is required for users who need to run or process payroll—whether regular or off-cycle.

      For example, if a company has separate roles such as an Accountant or Payroll Manager who needs to run payroll but does not necessarily need access to bank account or tax setup information, they should be assigned the Process Payroll Payouts role permission, while business owners can retain the Configure Payroll Payouts role permission.

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