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Custom Permissions

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Creating Custom Permission for a Role

Go to Setup > Team > Roles & Permissions > Add New to get started

  1. Name the Role and click "Create role"

    1. Example: Front Desk, Admin, Accounting, etc

  2. 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:

  1. Setup > Team

  2. Click into team member's profile

  3. Click on "Permissions"

  4. Select the role from the drop down

  5. 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

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