Welcome to the Help Center

Managing Access Controls

MyTime provides advanced access control settings that enable you to control what your staff members can and cannot see and access through their individual MyTime accounts. For example, you might want stylists to view only their schedules and profile. 

The first step in managing your staff members' account access is to categorize them into their proper roles. Once staff members have been correctly categorized, you can edit the access for each role using the Access Control Settings. This is found at the bottom of your Staff & Availability section.

Things to know:

  • Each role has its own set of permissions. Learn more about roles here
  • Only location owners can set or block access permissions
  • Staff members should refresh whenever new permissions are assigned
  • If your business is part of a franchise, the access permission for the franchisee (location owner) is set at the franchisor (parent) level. The location owner will then be able to set permissions for each staff member at their location however, they will not be able to override the permission set at the parent level to higher permission.  For example, the franchisor (parent account) has set access for franchise owners (child accounts) to view inventory but not edit. This means, the franchise owner will only be able to view inventory, and can only set permission for their staff members to view or block them from accessing inventory.  Any child account with access control set to edit will get updated to view.

To give your staff permission to use various features of the software: 

  1. Navigate to Business Setup > Staff & Availability  
  2. Click the Access Control Settings button at the bottom of the page  unnamed__1_.png
  3. Select a role from the drop-down menu on the top right   unnamed__2_.png  
  4. On the left panel, select a permission category to view and enable specific permissions.

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Many of the access controls are categorized by:

  • Own Location
  • Their Location
  • All Locations

Categories & Permissions

Category Permission
Schedule 

Accessing Appointments

Accessing Appointments Staff Intake Forms

Scheduling Classes/Events

Editing Custom Work Hours

Clocking In/Out

Editing Clocked Hours

Recording Work Hours

Clients  Accessing Client Records 
Accessing Client Contact Details 
Editing Client Tax Status
Deleting Clients
Managing Client Setup
Merging Clients
Accessing Memberships
Accessing Bundles/Packages 
Accessing Gift Cards
Editing Referral Credit
Accessing Communicator
Editing Loyalty Points
POS  Creating Tickets
Accessing Open Tickets 
Accessing Closed Tickets
Changing Prices
Applying Custom Discounts
Applying Promotions
Creating Miscellaneous Charges
Taking Payment
Accessing Register
Taking Tips from Register
Opening Cash Drawer
Accessing Inventory Details
Accessing Inventory Quantity
Accessing Inventory Prices 
Accessing Inventory Costs
Accessing Inventory Stock Checks
Managing Inventory Vendors
Managing Purchase Orders
Discontinuing Products
Dashboard

Accessing Dashboard

Reports Accessing Reports
Viewing Compensation Report
Marketing Accessing Automated Messages
Accessing Email Campaigns
Accessing Promotions
Accessing One-Time Sales
Accessing Listing Manager and Reputation Manager
Business Setup

Accessing Royalty Fee Setting

Accessing Business Profile

Accessing Classes Menu

Setting Class Prices

Setting Class Durations

Assigning Classes to Staff Members

Assigning Attendee Type to a Class

Accessing Event Locations

Accessing Service Menu

Setting Service Prices

Setting Service Durations

Assigning Services to Staff Members

Accessing Staff & Availability

Deleting Staff Members

Changing Order of Staff on Schedule

Assigning Roles to Staff Members

Setting Staff Passwords

Assigning Work Hours to Staff Members

Accessing Staff Compensation

Assigning External Employee ID

Editing Bookings Per Time Slot

Managing Employee Titles

Accessing Account Settings

Accessing Payments & Deposits

Accessing Website Tools

Accessing Digital Signage

Accessing Packages

Accessing Memberships  

Accessing Ingest Data

Account Settings

Accessing My Account
Accessing Browse Businesses
Accessing My Favorites
Accessing My Purchases

 

 

See the document attached outlining each permission category and what each setting means https://docs.google.com/spreadsheets/d/19vYM6DRs-QZ4ji2awWQNhNgCYPFbSvbs70Zi0MiADpM/edit#gid=0.

 

 

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