Define staff rights and roles

What is the "Define rights and roles" functionality used for? The functionality allows you to structure and manage the access of each member of your team. By assigning specific roles, you can determine which tasks each member can perform in the software, ensuring a smooth and secure organization.

How ​​to define rights and roles?

1. Access to roles: Log in to your Yoplanning.pro account. Go to “Administration” then “Staff”.

2. Staff selection: Next to each staff, click on the three small dots to access the menu. Select “Manage rights”.

Description of roles and their rights:

• Administrator :

  • Manages all features.

  • Each team must have at least one administrator.

  • Can add or remove members and set their rights.

• Planner:

  • Sees member and unassigned sessions.

  • Creates and modifies customer sessions and profiles.

  • Cannot delete sessions, clients or modify team information.

• Staff with minimum rights (default role):

  • Sees only its assigned sessions.

• Drive :

  • Access all members' sessions, products and clients.

  • Cannot add, edit or delete information.

• Minimum right reader:

  • Similar to the reader role, but without seeing the session names.

• Seller :

  • Manages orders, payments, customers and sessions.

  • Does not appear on the schedule.

• Access controller:

  • Validate tickets by scanning QR codes.

• Staff with command access:

  • Sees its sessions and related commands.

• An accountant :

  • Consults orders, payments and generates accounting documents.

• Staff with unassigned session:

  • Accesses only unassigned sessions.

• Intermediary business :

  • Select "payment link" on a booking engine's payment page.

Advice and best practices:

• Make sure you understand the role of each member before assigning them rights.

• Review rights regularly to ensure they match members' current responsibilities.

Common errors and solutions:

• Assignment of incorrect rights: If a member does not have the necessary access or has too many rights, modify their role via "Manage rights".

Use this guide to effectively manage roles and responsibilities within your team on Yoplanning.pro.