Customising security levels

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When you signed up with You'reOnTime there were default security levels already in place.  These security levels are also customisable to specifically suit your business requirements.

1.  Click on Settings. 

2.  Under Staff heading, select Security Levels.

3.  In the Security Levels screen, you will notice 8 columns and many different rows of options with tick boxes.  This is the screen where you as a business owner decide what access you wish your staff members to have. When an option is ticked this means that all staff which are saved under a particular User Level have access to that feature.

Staff - Mostly set up with access to Appointments, Inbox, Sales screen.

Trainee -  Trainee will normally be pretty similar to a regular staff member, but you can add some more restricted options based on their experience level if you wish.

Reception - Generally have access to Clients, Appointments, Sales Screen, some reports (End of day reports).

Supervisor - Is usually the Manager of a Location and therefore requires a lot of access to the system, ie. access to sales reports, tips reports.  Access given to a Supervisor under the discretion of the Business Owner, but they will probably need to be able to do things like manage staff rosters or change completed sales.

Manager (Business Owner) - Has full access to all features and can customise what you want staff to have access too.

Custom 1 / Custom 2 / Custom Manager - These can be used for custom roles that don't fit within the rules of the other user roles.

View Appointments

View Sales

View Clients

View Marketing

View Inbox

View Notifications

View Dashboard

View Settings

In order to allow certain staff members to have access to particular settings you will first need to tick this below box.  Click on the View Settings section and this will expand to display various settings and you can choose which settings you wish to permit access to.

View Reports

In order to allow certain staff members to have access to particular reports you will first need to tick this below box. Click on the View Reports section and this will expand to display all reports and you can choose which reports you wish to permit access to. 

Once the Security Levels have been customised to suit your business requirements, please remember to click Save at the bottom of the screen.