Setting up Employee Roles

After you add general information to an employee record, the next step is for you to specify which areas of the application the employee can view and work with and which areas of the application must remain beyond the employee's purview. In Zenoti, this is defined by a set of employee roles.

Essentially, this means that based on the employee role, the employee gains permissions to access some areas of the application. 

Table of Contents

Overview

Zenoti ships with the following set of default roles - all employees must have atleast one of these roles defined in the application.

  • Monitor
  • Admin Staff
  • Therapist
  • Authenticate
  • Accountant
  • Receptionist
  • Inventory Manager
  • Supervisor
  • Marketing Manager
  • HR Manager
  • Manager 
  • Zonal Manager
  • Administrator
  • Owner

Example: An employee with the receptionist role can access only the Appointment Book, where as an employee with the Manager role can access many other areas of the application such as employee data related to scheduling, employee-related reports, daily reports, and some admin functions.  

To set up employee roles for a new employee:

  1. Ensure you are at the Center level. 
  2. From the main menu, click Employee.
    The Manage Employee window opens.
  3. Click Add
    The Create Employee window opens. 
    Employee details appear in the General tab.  
  4. Click Next.
    You can view the Employee Roles tab. 
  5. Select a role for the employee from the drop-down list. 
  6. Click Add Role
    The employee can now access features in Zenoti as per this new role permission. 
    Example: If you define the role of the employee as therapist, then the employee can perform services such as body massages and  thermal therapies for guests. Assign your service providers to this role. Employees assigned to this role cannot log into Zenoti and have no access to data or capabilities in the software. These employees however, display in the appointment book and can be assigned to appointments. You can also schedule these employees, track their performance, payroll, commissions, etc. They can be granted access to the mobile app for employees.
    Note: You still need to specify employee roles, add services, define products and memberships employee can sell, specify payrates for classes, configure employee-level commissions, and upload catalog for the employee to complete the task of setting up an employee. 

Learn more: Security Roles and Permissions

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