How to manage access for staff.

To control what each staff member can do inside the system — such as blocking access to reports or giving additional permissions, you’ll need to use Staff Groups and Staff Management.

Step 1: Create a Staff Group 

Navigation:
Settings → Business Setup → Staff Group

Steps:

1. Click on “Create Staff Group”

2. Fill in the following:

   • Group Name – (e.g., “Front Desk Staff”, “Managers”, “Groomers”)

   • Description – Brief notes about what level of access this group will have.

3. A list of features/modules will appear with checkboxes 

   •  Check the permissions you want this group to have

   •  Uncheck the permissions you want to restrict/disable

4. Once all permissions are configured → click Save (located at top right)

? Tip: Staff Groups act like templates you can re-use — any staff added into a group will inherit that group’s permissions automatically.

Step 2: Assign Staff to the Group & Apply Permissions

Navigation:
Settings → Business Setup → Staff Management

Steps:

1. Locate the staff member you want to update

2. Click Edit

3. Go to the “Permission & Access” tab

4. Under Staff Group, choose the group you created in Step 1

   • This will automatically assign all access specified for that group.

5. Adjust any optional settings under Access & Preferences

6. Click Save
   
   

⚠️ Only staff assigned to that Staff Group will get those permissions — so remember to assign all required users.