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 |