Employee roles

This article is about: The different user roles in your Magicline

• General

• Our preconfigured roles are

• Create your own role

Quick guide:

1. Resources / Employees / Roles

General

Your employees have certain tasks and qualifications, so they should only be allowed to see the information that is relevant to them. To make sure that only you can change important settings and not everyone has access to sensitive data, you can assign everyone a special role. We have already preconfigured some typical roles for your studio, which you can view in the main menu under Resources / Employees / Roles.

Our preconfigured roles are

• COUNTER
  The Counter role is for employees working at the front desk. It unlocks check-in and the key functions needed to support members during day-to-day studio operations: operating the cash register, managing appointments, booking member payments (including creating credits and processing returned direct debits for an individual member), and signing new contracts with members or prospects. This role does not have access to studio-wide financial reports (for example, your studio's revenue figures) and cannot start direct debit runs, payout runs, debt collection runs, or dunning runs, and cannot administer products or rates. Those actions remain reserved for the Office role.

• OFFICE
  The Office role is for the clerks who help you manage your studio. This role is allowed to do everything that the counter is allowed to do. In addition, it can also carry out financial transactions, i.e. start direct debit runs and receivables transfers, initiate dunning runs or post returned debit notes. Also the administration of your tariffs and contracts or the products and commodity groups are accessible for this role.

• ADMIN
  The admin is the role that has unlimited rights. In this role you may also create new users and passwords, edit site permissions or adjust the master data of the studio.

• READONLY
  The Readonly role, does not allow this user any editing, but only read-only access to the Magicline.

Create your own roles

You don't have the right role for your employees? No problem. For your special use case you can easily configure your own. To do this, go to Resources, select Employees, then Roles and, in the upper right-hand corner, Add Role. As a template, you should select a role that comes as close as possible to your desired requirements.

TIP: For example, if you want to create a counter employee in the system who is not allowed to operate the cash register, simply select the counter as a template and remove the rights for the cash register.