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Creating Staff Roles

Staff Roles are also called Access Roles and these roles are a part of access control. In this article, we will go walk through creating these roles. 

Things to know:

  • There are a few predefined staff roles in MyTime:
    • Location Owner - This role is automatically assigned to the account owner when the account is created.
    • Service Provider - This role is for staff members who will be providing services. They can also be assigned to other roles.
    • Support Staff - This role does not take appointments but you can track their hours and compensation. For instance, Receptionist, etc.
    • Location Manager - This role is for staff members who will be managing the day to day operations of the business. 
    • Kiosk - This role is only displayed if your account has Kiosk enabled. This role disables MyTime login and only allows users to log in via the kiosk.
  • Custom roles can be created if you have an enterprise subscription
  • Staff members must have a user account to be assigned staff roles
  • Each role can have its own set of permissions 

Creating Staff Roles

To create a custom role:

  1. Navigate to Business Setup > Staff and Availability
  2. Click 'Access Control Setting' access_control_setting.png
  3. At the top right-hand corner, click 'Manage Access Roles'manage_access_role.png
  4. The Manage Access Level modal will appear
  5. Click '+ Add New Access Role' to create a new rolemanage_access_level.png
  6. Enter the name of the staff rolestaff_role_1.png
  7. Save
  8. Click the 'Close' button to close the modal

Once created, you can begin configuring this role's access control permissionsCSClevel1.png

The role will be displayed below the Access Level section on each staff member's profilestaff_role.png


For more information contact us at support@mytime.com.


Related Article

Managing Access Controls


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