Creating Custom Permission for a Role
Go to Setup > Team > Roles & Permissions > Add New to get started
Name the Role and click "Create role"
Example: Front Desk, Admin, Accounting, etc
Select the permissions that apply to the role and click Save
Note: this is a new feature! If you don't see the option to add a Role within team members, please reach out to our support team to enable this!
Apply a custom role to a team member
Once you have created the custom role, you can add this to a team member's profile:
Setup > Team
Click into team member's profile
Click on "Permissions"
Select the role from the drop down
Click "save changes"
After the changes are saved, the team member will have new permissions within arketa!
Permissions
Classes
Permission | Access |
View Classes | Ability to view classes |
Create Classes | Create new classes on the schedule |
Edit Classes | Edit classes on the schedule |
Delete Classes | Delete classes on the schedule |
Export CSV | Export CSV from class roster |
Appointments
Permission | Access |
View Appointments | Ability to view appointments |
Create Appointments | Create new appointments on the schedule |
Edit Appointments | Edit appointments on the schedule |
Delete Appointments | Delete appointments on the schedule |
Export CSV | Export CSV from appointment roster |
Events
Permission | Access |
View Events | Ability to view events |
Create Events | Create new events on the schedule |
Edit Events | Edit events on the schedule |
Delete Events | Delete appointments on the schedule |
Export CSV | Export CSV from event roster |
Sub requests
Permission | Access |
View Sub Requests | View sub requests |
Create Sub Requests | Create new sub requests |
Beyond Classes
Videos
Permission | Access |
View Videos | View on-demand videos |
Create Videos | Create new on-demand video upload |
Edit Videos | Edit on-demand video upload |
Delete Videos | Delete on-demand video upload |
Communities
Permission | Access |
View Communities | View Communities |
Create Communities | Can create a new Community |
Edit Communities | Can edit existing Communities |
Delete Communities | Delete a Community |
Retail Products
Permission | Access |
View Products | View retail product inventory |
Create Products | Create new retail item |
Edit Products | Edit existing retail items |
Delete Products | Delete retail items |
Invoices
Permission | Access |
View Invoices | Can view invoices under Invoice tab |
Create Invoices | Create new invoices |
Edit Invoices | Edit invoices |
Delete Invoices | Delete invoice |
Bulletin Board (custom app)
Permission | Access |
View Bulletin Board | View bulletin board |
Edit Posts | Edit bulletin board posts |
Customers
Client list
Permission | Access |
View Client List | View list of clients |
Create Clients | Can create client profiles |
Edit Clients | Edit client profile information |
Export CSV | Export CSV of all clients |
Client Profile
Permission | Access |
View Profile | View client profiles |
Create Profile | Create client profile |
Edit Profile | Edit client account |
Delete Profile | Delete client profile |
View Payments | View the Payment tab in the client profile |
Create Payments | Create a new payment |
Edit Payments | Edit an existing client payment |
Delete Payments | Delete payment |
View Notes | View client notes |
Create Notes | Create client notes |
Edit Notes | Edit client notes |
Delete Notes | Delete client notes |
View Timeline | View Timeline tab in client profile |
Segments
Permission | Access |
View Segments | View segments |
Create Segments | Create a new segment |
Edit Segments | Edit existing segments |
Delete Segments | Delete segments |
Comments
Permission | Access |
View Comments | View comments |
Create Comments | Create a new comment |
Edit Comments | Edit existing comments |
Delete Comments | Delete comment |
Check-ins
Permission | Access |
View Check-ins | View client check ins |
Marketing
Lead Management
Permission | Access |
View Leads | View leads |
Edit Leads | Edit leads |
Forms
Permission | Access |
View Forms | View forms |
Create Forms | Create new form |
Edit Forms | Edit current form |
Delete Forms | Delete forms |
Automations
Permission | Access |
View Automations | View automations |
Create Automations | Create new automation |
Edit Automations | Edit existing automations |
Delete Automations | Delete automations |
Broadcasts
Permission | Access |
View Broadcasts | View Broadcasts |
Create Broadcasts | Create new Broadcasts |
Edit Broadcasts | Edit existing Broadcasts |
Delete Broadcasts | Delete Broadcast |
Referrals
Permission | Access |
View Referrals | View referrals |
Create Referrals | Create referral program |
Edit Referrals | Edit existing referral program |
Delete Referrals |
|
Tasks
Permission | Access |
View Tasks | View tasks |
Create Tasks | Create a new task |
Edit Tasks | Edit existing tasks |
Delete Tasks | Delete task |
Analytics
Dashboard
Permission | Access |
View Dashboard | Ability to view charts and data on Dashboard |
Reports
Permission | Access |
View Reports | View reports |
Create Reports | Create reports and edit columns |
Edit Reports | Edit reports |
Delete Reports | Delete saved reports |
Access All Reports | Ability to access all reports and edit, delete, modify |
Setup
Services Types
Permission | Access |
View Service Types | View services types |
Create Service Types | Create a new service type |
Edit Service Types | Edit existing service types |
Delete Service Types | Delete service types |
Pricing Options
Permission | Access |
View Pricing Options | View pricing options |
Create Pricing Options | Create new pricing option |
Edit Pricing Options | Edit existing pricing options |
Delete Pricing Options | Delete pricing options |
Team
Permission | Access |
View Team List | View Team members (instructors, front desk, teachers) |
Create Team Members | Create new team member |
Edit Team Members | Edit existing team members |
Delete Team Members | Delete team members |
Access All Team Members | Access all team members profiles |
Edit Roles and Permissions | Ability to edit roles and permissions for team member |
View Payroll | View payroll reporting |
Create Payroll | Can download payroll reporting |
Edit Payroll | Edit pay rates |
Delete Payroll | Delete pay rates |
Access All Payroll | Access all payroll reporting for team members |
Time Clocking
Permission | Access |
View Time Clocking | View time clock |
Promo Codes
Permission | Access |
View Promo Codes | View promo codes |
Create Promo Codes | Create a new promo code |
Edit Promo Codes | Edit current promo codes |
Delete Promo Codes | Delete promo codes |
Gift Cards
Permission | Access |
View Gift Cards | View gift card usage |
Create Gift Cards | Create new gift cards |
Edit Gift Cards | Edit gift card balances |
Delete Gift Cards | Delete gift card |
Sales Channel
Website integration
Permission | Access |
View Website Integration | View website integration |
Edit Website Integration | Ability to edit details within Website Integration |
Branded Website (arketa branded site)
Permission | Access |
View Branded Website | View Branded Site editor |
Edit Branded Website | Can edit the website through the Website editor |
Delete Branded Website | Delete website data and take down website |
Mobile Apps
Permission | Access |
View Mobile App | Ability to view mobile app information |
Edit Mobile App | Can edit mobile app information |
Embeddable Chat
Permission | Access |
View Embeddable Chat | View embeddable chat |
Edit Embeddable Chat | Can edit details for the embeddable chat |
Settings
Business Settings
Permission | Access |
View Business Settings | View business settings |
Create Business Settings | Create new business settings |
Edit Business Settings | Edit current business settings |
Delete Business Settings | Delete existing business settings |
Client Settings
Permission | Access |
View Client Settings | View information under Clients in Settings |
Create Client Settings | Create new client settings |
Edit Client Settings | Edit client settings |
Delete Client Settings | Delete client settings |
Scheduling Settings
Permission | Access |
View Scheduling Settings | View information under Scheduling in Settings |
Create Scheduling Settings | Create new schedule settings |
Edit Scheduling Settings | Edit existing schedule settings |
Delete Scheduling Settings | Delete schedule settings |
Communication Settings
Permission | Access |
View Communication Settings | View information under Communication in Settings |
Edit Communication Settings | Ability to edit settings in Communications |
Integrations (including Payments)
Permission | Access |
View Integrations | View integrations in Settings |
Edit Integrations | Edit integration information in Settings |
Billing
Permission | Access |
View Billing | View Arketa billing |
Edit Billing | Edit information for billing |
Delete Billing | Delete information for billing |