Set up roles and permissions for team members

Each team member has one role. The role decides what someone sees and may do in Saloon, for example only viewing their own calendar, checking out or downloading clients. What a role does not allow, the team member cannot do: Saloon refuses it.

The roles you start with

• Basic: view their own calendar, see the daily sales summary and open reports.
• Low: also colleagues' calendars, making appointments, checking out with tips and cash, seeing their own sales, and viewing, creating, editing and deleting clients.
• Medium: also discounts and price changes at checkout, their own blocked time, client notes, managing services and products, and setting up online booking. This is the default role for new team members.
• High: almost everything, including the whole roster, time off, marketing, payment settings, business settings, the action log and all locations. Not included: voiding a sale, adding and editing team members, managing roles and managing pin switching.
• Under Other are two fixed roles: Workspace owner, with full access, and No access, with no access to workspace features.

You can change the name and permissions of Basic, Low, Medium and High. You find all roles under Settings › Team members › Permission roles. Roles are named in the language of whoever created the workspace, so they may show in Dutch.

Create a role of your own

1. Go to Settings › Team members › Permission roles and click Add.
2. Fill in a Name, for example Reception, and click Next step.
3. Choose the permissions. A new role starts with everything you yourself may hand out. For each area, such as Calendar, Sales or Clients, switch it on or off and tick what the team member may do there.
4. Click Next step, choose the team members who get this role and click Save.

Change a role

• Click the three dots next to a role and choose Edit permissions, Manage team members, Rename or Delete.
• In Edit permissions you find a permission with Search permissions.... Ticking a permission also ticks the permission it falls under. Unticking a permission also unticks the ones under it.
• If you switch an area off, its permissions lapse. Switch it back on and the earlier ticks are still there.
• If you delete a role, its team members get the default role. You cannot delete the default role itself.
• Under Options you change the order with Change order and choose with Edit default permission role which role new team members get.

Give a team member a different role

Choose Manage team members › Add team member on the role. Or open the team member, click Edit and pick the Role on the Settings tab. If you take someone off a role with Take off this role, they get the default role.

What you cannot do

• You cannot change which role you have, or the permissions of the role you have yourself. Ask a colleague who may manage roles, or the owner.
• You cannot create or hand out a role that may do more than your own role.
• The owner's role does not change. Only the owner can transfer ownership: click the three dots next to Workspace owner › Transfer workspace ownership, and on the page that opens choose Actions › Transfer workspace ownership.
• Two roles cannot have the same name.

Who may do this

Managing and assigning roles takes the permission Can manage permission roles, in the Team area. By default only the owner has it.

Frequently asked questions