Manage and assign employee permissions

Before we begin, here's some Shortcuts lingo:

• Permissions are individual rules that define how much control or access a person has to your Shortcuts Aire workspace. Examples of different permissions are:  creating services, viewing services and setting up related services for online booking.
• Roles have a set of permissions assigned to them. Examples of roles are Employee or Site Manager. (A site is a single location of your business). Using roles helps you save time by assigning new employees to an existing role, rather than having to revisit each permission.
• If you’re unsure of what to do with your employees, we recommend using the default Employee or Site Manager roles.

Review Default Security Roles

• From the Menu go to Business settings then select Roles and permissions.
• Select the role on the left you wish to review, “Employee” or “Site Manager”.
• The default view will list which permissions are allocated to the role.

• To change permissions for a Default Role, see the section “Edit Permissions for a Role”.

Create a new Role (Optional)

• Select "New" to create a unique Role if needed.

• Enter a name for the new security level in the “Role” field.
• Ensure status is set to “Active”.
• Adjust permission settings as indicated above.

Edit Permissions for a Role

• Select "Permissions" to define what actions the employee can perform.
• Adjust the “Yes”/”No” sliders under various categories (e.g. General, Customer, Employee, Reports, etc.) to grant permissions as needed.

• Select "Done" in the bottom right-hand corner to save the configured security level and review the summary.
• You can also assign employees to a role from this screen in the "Employees" section.

Assign a Role to an employee

• From the Menu go to Employees, then the Employees sub-menu.
• Select the Employee on the left that you want to assign the security level to.
• Select the "Roles" icon in the bottom left-hand corner.
• Under “Assign roles” select the role/s to allocate to the employee. (Note, you can assign multiple roles to an employee - try checking multiple boxes).
• Click the "Done" icon in the bottom right corner to save your changes.
• Come back to change an employee’s role and permission settings at any time.