Customizable options for user permissions
under review
Shannan Skitch
This request is to have more customizable functionality access options for regular user seats. This is for users that can still be assigned as primary on bookings but may have restricted access to any of the following functionalities:
- Scheduling new bookings (group or individual)
- Editing or deleting existing bookings (group or individual)
- Adding/removing pets from group bookings
- Making changes to their own user schedule
- Making changes to user schedules for other team members
- Sending/receiving emails
- Editing course content
- View client index/client profiles
- Edit client profiles/pet profiles
- Editing client membership subscriptions
- Adding new client/pet profiles
- Processing payments on invoices
Ideally, the business owner would be able to control which users had restricted access to which of the above listed functionalities. In addition, this request includes the option of having team members submit bookings and/or their user schedule as a request to be reviewed by a manager.
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Lauren Taylor
Merged in a post:
Accountant-level user permissions to view only payment information
Kerry Falk
Currently only manager/business owner level users have access to financial data. Those users also have access to all account settings, customer profiles, and booking capabilities. This request is to add an accountant-level user option that has access to view only payment information.
Kerry Falk
Merged in a post:
Admin / VA setting
Roxy Cameron
I want to be able to give my VA access to more than just what the employee level gets so they can edit automations create classes and course content as needed. Without giving them the manager position as this would give them access to too much of their business, including the stripe account.
Laura Ford
This would be a great option and to add some customizable options for employee levels/settings. Different employees do different things, and it would be great to limit some access to employees. Having more ability to customize employee settings and access would be extremely helpful.
Lauren Taylor
updated the status to
under review
Kerry Falk
updated the status to
closed