Assigning Staff Roles

Assigning roles to your staff in MyTime allows you to control access to various features and functions based on their responsibilities. This article walks you through how to assign roles and explains what each role entails.

Things to know:

• The ability to create staff roles is governed by the "Accessing Staff & Availability" access control setting.
• Staff can be assigned multiple roles. If roles have conflicting permissions, the role with the highest level of access will apply. For example, if a staff member is both a 'Service Provider' (can edit appointments) and a 'Location Manager' (cannot edit appointments), they will be able to edit appointments because the higher permission takes precedence.
• Predefined Roles in MyTime:
  • Location Owner: Automatically assigned to the account owner at account creation.
  • Service Provider: Assigned to staff who provide services. This role is selected by default for new staff profiles.
  • Support Staff: For non-service staff like receptionists. They do not take appointments but can clock in and out and have tracked compensation.
  • Location Manager: For staff managing the business’s daily operations.
  • Kiosk: Available only if the Kiosk feature is enabled. This role restricts access to MyTime and allows login only through a kiosk.
    
• For details on how to create custom roles, learn more here
• Staff members must have a user account to be assigned Location Manager and custom staff roles

To assign a role:

1. Navigate to Business Setup > Staff and Availability 
2. Create a new staff profile or open an existing one
3. In the Access Level section, select the appropriate role(s).
   
   • For new staff profiles, the 'Service Provider' role is selected by default. The 'Location Manager' and any custom roles will only be selectable once:
     • The staff profile includes full details (e.g., name, phone), and
     • A user account has been created with a valid email/username and password.
   • For existing staff members, you can:
     • Add new roles
     • Change or remove existing ones
       
4. Click 'Save' to apply the changes

For more information, contact us at support@mytime.com or (385) 233-6964.    

Related Articles: 

Creating Staff Roles

Add/Invite Staff Members