How to Select the Right Employee Type and Access Level

As the account owner, you have full access to the account and can assign Access Levels to employees you add to Vagaro.

Think of Access Levels as permissions or roles that can be customized to allow or limit your employees from viewing and/or editing specific features in Vagaro. 

When adding a new person, there are two Employee Types you can select from: 

• Account Admin: Assign this to an employee who is a receptionist, manager or supervisor. You won't be able to add services to any profiles with this employee type. However, you will not be charged the $10 per month additional cost for adding this type of profile. 
• Service Provider: Assign this to an employee who provides services in your account. This comes with a $10 per month additional cost, but if you have seven or more employees, the cost caps at $85 per month. 

 

To get started, follow the steps below when using the Mobile and Desktop Versions of Vagaro. 

• Mobile Version
• Desktop Version 

 

Related Article: 

• How to Set Access Levels in Vagaro 

 

Mobile Version

Getting Started

To get to the Access Levels page, follow the steps listed below. 

1. Tap More at the bottom of the screen. 

 

2. Tap Settings. 

 

3. Select Access Levels on the left side of the screen.

 

Assigning Access Levels to Employees

Go to the access levels page. There are five already in the system by default. You can also assign them to an employee when adding them to your account. Here's some information about each access level. 

• Admin - assign this role to the person who is in charge of booking appointments and managing your cash register. 
• Service Provider Commission - assign this role to employees who provide services in your account. This includes hairdressers, manicurists, massage therapists, coaches, stylists, trainers, etc. 
• Manage/Supervisor - assign this role to the person who's in charge of managing the salon. This employee does not provide services in your account. 
• Service Provider Booth Renter - assign this role to employees such as hairdressers, manicurists, massage therapists, etc., who are renting booths at your business. 
• Owner - Assign this role to employees who need complete access to all Vagaro features and functionalities in your account.

 

To edit an access level, Find the item. Select it. Then tap Edit. 

 

Creating New Access Levels for Specific Employees

Remember, once you assign an access level to an employee and edit it, the changes will affect all employees who have that same access level. Let's say for example we assign Barbara and Cherie the Service Provider Booth Renter access level. If we edit this access level, the changes will affect both employees.  

To avoid this confusion, you can create a custom access level for each employee. To do this, select New Access Levels from the main Access Levels page (Settings -> Access Levels).  

 

Choosing the Right Employee Type When Adding an Employee

When adding an employee to the account, be aware of the Employee Type you select for that person. To get started, tap the Select employee type drop-down under Employee Type. This option appears on the second page when adding a new person. 

 

There are two types:

• Account Admin.
• Service Provider.

1. Assign the Account Admin employee type to an employee who is a receptionist, manager or supervisor. You won't be able to add services to any profiles with this employee type. However, you will not be charged the $10 additional cost for adding this type of profile. 

 

2. Assign the Service Provider employee type to an employee who provides services in your account. This comes with a $10 per month additional cost, but if you have seven or more employees, the cost caps at $85 per month. 

 

Selecting the Right Access Level 

You'll also have an option to assign an access level to an employee when adding them to your account.

 

There are five access levels in the system by default. Select the desired access level for that employee when you're ready.  

 

Desktop Version

To get to the Access Levels page, follow these steps.

1. Click Settings at the top of the screen. 

 

2. Select Access Levels on the left side of the screen.

 

Assigning Access Levels to Employees

Go to the access levels page. There are five already in the system by default. You can assign any of these to an employee when adding them to the system. Here's some info about each access level. 

• Admin - assign this role to the person who is in charge of booking appointments and managing your cash register.
• Service Provider Commission - assign this role to employees, who provide services in your account. This includes hairdressers, manicurists, massage therapists, coaches, stylists, trainers, etc. 
• Manage/Supervisor - assign this role to the person who's in charge of managing the salon. This employee does not provide services in your account. 
• Service Provider Booth Renter - assign this role to employees such as hairdressers, manicurists, massage therapists, etc., who are renting booths at your business. 
• Owner - Assign this role to employees who need complete access to all Vagaro features and functionalities in your account.

 

To edit an access level, find the one you want to modify. Click the three dots that correspond to it. Then click Edit. 

 

Creating New Access Levels for Specific Employees

Remember, once you assign an access level to an employee and edit it, the changes will affect all employees who have that same access level. Let's say for example we assign Barbara and Cherie the Service Provider Booth Renter access level. If we edit this access level, the changes will affect both employees.  

To avoid this confusion, you can create separate access levels for each employee. Just go to the Access Levels page and click New Access Levels to create a custom access level for an employee. 

 

Choosing the Right Employee Type When Adding an Employee

When adding an employee to your account, be sure to select the correct Employee Type for that person. There are two types:

• Account Admin.
• Service Provider.

1. Assign the Account Admin employee type to an employee such as a receptionist, manager or supervisor. You won't be able to add services to any profiles with this employee type. However, you will not be charged the $10 additional cost for adding this type of profile. 

 

2. Assign the Service Provider employee type to an employee who provides services in your account. This comes with a $10 per month additional cost, but if you have seven or more employees, the cost caps at $85 per month. 

 

Selecting the Right Access Level 

You can also assign an access level to an employee when adding them to your account. There are already five access levels in the system by default.