As the business owner and administrator of your Vagaro account, you can create and setup access level permissions for each of your employee types. These settings can be customized to allow your employees to view and change only the screens, features, and and other settings that you want them to. Remember the owner of the account always has full access.
Prerequisites: This feature is available for all Vagaro businesses.
To create and set up a new access level:
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Go to Access Levels:
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On a Phone: Go to → → .
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On the Web, Tablet, or Pay Desk: Go to → → .
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Enter a name for the New Access Level and an Access Level Description,
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Optionally, if you already know which employees will be assigned to this access level, select Add New Employee and select their names. (You can also assign employees after the access level has been created.)
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Select whether this access level is Active and can be assigned to employees.
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Scroll through all the available settings and make selections for this access level. The choices for each level are:
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View means the employee can access and view a specific feature in your account. However, they can't make changes. When selected, the View option is green.
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Modify means they can access and edit that setting in your account. When selected, the Modify option is green.
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A toggle switch is used to turn an option on (green) or off (white).
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Select Save.
Tip
Because this process may be time-consuming, select Save often so you don't lose any permissions you've already chosen.
Access levels can be changed if you want to add or remove a screen or permission, deactivate the access level, add employees to the access level, or remove employees from the access level.
To modify an access level:
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Go to Access Levels:
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On a Phone: Go to → → .
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On the Web, Tablet, or Pay Desk: Go to → → .
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In the list of Access Levels, select the More
button for the access level to be modified, and then select Edit.
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Make changes to the access level:
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Update the Access Level Name and Access Level Description,
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Add or remove any employees from this Access Level. The number of employees already assigned is shown in blue. If there are no employees assigned, select Add New Employee and select their names. (You can also select Add Employees after you have modified an access level.
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If this access level will no longer be used, toggle off Active.
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Scroll through all the available settings and make selections for this access level. The choices for each level are:
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View means the employee can access and view a specific feature in your account. However, they can't make changes. When selected, the View option is green.
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Modify means they can access and edit that setting in your account. When selected, the Modify option is green.
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A toggle switch is used to turn an option on (green) or off (white).
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Select Save.
Tip
Because this process may be time-consuming, select Save often so you don't lose any permissions you've already chosen.
Comments
1 comment
I've removed all "view" options under Customer Management, however when logged in as an employee Customer Name, Phone Number and past Appointments are visible. This allows an employee to gather customer data prior to leaving the business. We've had past employees calling our customers to recruit them to their new business.
It is important to be able to create a role that doesn't have line of sight to our complete list of customers and contact info. The User interface appears to provide this level of control, but when tested it doesn't seem to work?
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