Hi Marina- this is ready for QA!
original wiki: wiki.moego.pet/access-control
You can tailor staff roles and permissions to suit your business needs. You can create unlimited roles and customize the permissions for each role, empowering you to fine-tune this role's accessibility within your business.
In this guide, we'll cover:
Adding/editing a new role and assigning to a staff member
Role permissions
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Adding or editing a new role
🖥️ Web version
To add a new role:
Navigate to Settings > Staff > Role settings
Click Add new role
To edit an existing role:
Navigate to Settings > Staff > Role settings
Click on the existing role to open up its settings
You can assign the role to the staff member once finished by going to Settings > Staff > clicking on the staff member's profile and selecting the role from the drop down list:
📱Mobile app
To add a new role:
Tap Settings > Staff > Role settings and tap on the orange + button.
To edit an existing role:
Tap Settings > Staff > Role settings
Tap on the existing role to open up its settings
You can assign the role to the staff member once finished by going to Settings > Staff > Staff members, tapping on the staff member's profile > Role and selecting the role from the list that appears at the bottom of the screen:
Role permissions
Enabling certain permissions within a role will give staff who have that role access to various parts of your MoeGo account. Please review these carefully to ensure that you're granting access correctly for each role. Please note, some permissions listed below may not be available to you due to subscription plan or business type.
Payment
Access payment settings:
View payout & dispute details under Payments > Card processing > Transaction activity
Add/edit payment methods and tip collection under Settings > Payments
Add in a bank accounts for MoeGo Pay payouts*
Set up payment preferences (custom fee/tipping screen, etc.)
Manage card reader location & device settings
*Only Owner account can request a bank account be switched to the primary payout account
Process payments
Take payments on invoices
Process refunds through the clients' profiles
View invoices of appointments
View payment transaction details
Remove processing fee by client
Remove the convenience fee on the invoice when checking out. This will appear when business sets the credit card processing fee to be paid by clients under Payment > Card processing:
Access auto tipping
Update the auto-tipping settings per client through their profile
Requires access to client profiles
Appointments
Create appointments
Create appointments for themselves
Create appointments for other staff members
In order to create appointments for other staff, they will also need:
Access to the client list
Access to other staff members' calendars
Edit appointments
Edit appointment details:
Appointment time
Service price
Duration
Pets
Assigned staff
Alert notes
Appointment color code
Cancel/delete appointments
Cancel appointments
Mark appointments as No Show
Need Take payment permission to collect no show fee
Delete canceled appointments from the client's profile
Edit ticket comments & grooming reports
Edit ticket comments and grooming reports on appointments
Create and edit blocks
Create, edit and delete blocks on the calendar
Clients & pets
Access client- 3 options:
Individual client profile - can click into client profiles via their appointment
At working businesses - can view Clients & pets list for business they're working at (indicated on staff profile)
At all businesses - can view entire Clients & pets list
Delete clients
Delete pets
Update client/pet status (active/inactive)
Import clients by uploading file device
Export clients to report outside of MoeGo
Access client package lists
Access client memberships (if applicable)
Merge clients from intake form or beta merge feature
Edit purchased client packages
Can create /edit incident report
Access client emails and phone numbers on client profile
Add new clients
Access clients' total amount paid information
Access store credit (if applicable)
Apply store credit at checkout (if applicable)
Online Bookings
Access booking requests & waitlists and can approve via Online booking
Access overview data
Access abandoned booking requests under Online booking > Abandoned booking
Access overview data
Manage Online Booking settings
Turn on/off online booking
Messaging
Message clients- 4 options:
+/- 7 days from the scheduled appointment date
who have had an appointment with at some point
at working business
at all businesses
Delete chat history
Block client messages
Staff
Access Settings > Staff members
Add new staff members
Edit role permissions
Edit staff profiles
Edit staff notifications
Edit staff pay rates
Access staff shifts under Settings > Shift management
Access general payroll settings under Settings > Payroll settings
Clock in/out
For themselves only
For staff members at working business
Edit clock in/out records under Settings > Clock in/out
Powerful tools
Access staff location (if applicable) on the Map view.
Access Reports
Of their own
At working businesses
At all businesses
Access Retail (if enabled for business)
Access Packages (if enabled for business)
Access Review Booster
Access Agreement settings
Access Intake form settings
Sell retail products
Sell packages
Access Membership (if enabled for business)
Operate membership subscription
Access payroll report under Reports > Payroll
Of their own
At working businesses
At all businesses
Settings
Access general Settings
Access Auto messages settings
Access Grooming report settings
Access Mobile grooming settings
Access Integrations
Quickbooks sync
Google Calendar sync
Access Lodging settings
Access Service settings
Edit categories
Add services
Update services
Delete services
Update prices and tax rates
Update durations
Access Client & pet settings
Manage pet type & breed list
Manage pet weight range
Manage general Client & pet settings
Marketing
Access Marketing campaign emails
Access Discounts
Can create/edit/archive discounts
Add/remove discount at checkout
Communications
Access call activity
Call clients
From web
From mobile
Receive calls
Task management
Access tasks- 2 options
All tasks
Only assigned tasks
Assign staff to task
Workflow
Create/delete/edit workflows
Activate/deactivate workflows
Access workflow settings
FAQs
Can I edit my own staff role if I have permission to Role settings?
No, you are not able to edit the staff role that you're assigned to.
Can I change the default ones that are already there?
Yes, you can update the default roles that are already in your account as needed.
Can I limit one person's access to certain things?
Yes, you can create a custom role which has limited access based on the needs of the staff member and assign it to them. If you update the role settings for one role, it will apply to all staff members who have that one assigned to them under their profile.
How many different roles can I create?
There is no limit to the amount of roles you can create to assign to staff members.
Can I have multiple Owner accounts?
At this time, it is not possible to have two Owner accounts. You can create a secondary "Owner" role which has access to everything and assign it to an individual as needed, but this is still considered a type of custom staff role. We recommend differentiating it from the "true" owner account by indicating that in the name of the role itself.
What can only the Owner access?
The Owner account has exclusive access to the following:
Access subscription plan-related information under Account
Purchase SMS packages
Request updating the primary MoeGo Pay account
Authorize data imports and transfers
Request subscription upgrades or account cancelations
Access client and Create appointment permissions are enabled for my staff member - why can't they create an appointment?
The role will need to have "Access client- across entire business/all business businesses" enabled in addition to being able to create an appointment.