Define staff rights and roles
Define staff rights and roles
What is this feature for?
The "Define Rights and Roles" feature allows you to structure access for each member of your team. By assigning custom roles, you can fine-tune the permissions granted to each member based on their responsibilities.
How to access the feature?
Log in to Yoplanning.pro.
In the left menu, click on Administration.
Go to the Configuration section.
Click on Roles.
Understanding Default Roles
Two roles are predefined in Yoplanning and not modifiable:
Administrator: Full access to all features. Each team must have at least one.
Minimum Staff Rights: Access only to your own sessions. This is the default role.
Create a new custom role
From the "Roles" page, click the Add button.
Give your role a meaningful name so you can easily find it.
Enable or disable rights for each section of the application:
Planning: general or personal visibility.
Sessions: view, create, modify.
Staffs: visualization and administration.
Team: View/edit team information.
Customers: GDPR warning! Only grant access to the appropriate members.
Products: creation and modification.
Commands: view, create, modify.
Payments: collections, refunds.
Resources: management of material and immaterial resources.
Access control: QR code ticket scanning.
Online sales: management of reservation modules.
Resellers: Resale administration via ResaOne or third-party engines.
Click Save.
Assign a role to a staff member
Go to Administration > Staff.
Click on the three small dots next to the relevant staff.
Select Manage Rights.
Choose the role from the drop-down list.
Best practices
Create roles based on your actual organization.
Only give access to the customer file to people who really need it.
Review assigned roles regularly, especially after a change in role.
Common mistakes and solutions
Staff can't see some information? → Check that the correct boxes are checked in the assigned role.
Too many rights granted? → Modify or create a more restricted role and reassign it.
With this feature, you can structure responsibilities within your team in Yoplanning.pro in a precise and secure manner.
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