Definitions: Staff Members and Permissions

Pike13 allows you to track and manage the people who provide service to your clients. The following roles determine visibility and permissions on the staff side of your Pike13 site.

Primary Owner

The primary owner is the person who is ultimately responsible for the Pike13 site. Only the primary owner can assign another owner to replace them.

Owners

An owner is a person who has permission to manage all aspects of your Pike13 site. Owners can add and manage Staff Members, Services, Plans & Passes, Documents, Pay Rates & Payroll, and run financial reports.

Managers

A manager is a person who has permission to add and manage Staff Members, Services, Plans & Passes and Documents. Only owners can add and manage Pay Rates & Payroll.

Staff Members

A staff member is a person who can view the full Schedule, sell Plans & Passes, add new Clients, and take attendance.

Limited Staff Members

A limited staff member is a person who can only view their own schedule and only have limited access to info about the clients they serve. This role is suitable for a seasonal instructor, temporary employee or contractor. Limited staff members cannot accept payments.

Pike13 Permissions Guide

You can assign roles to your staff members based on the needs of your business.

To assign roles:

1. Go to Staff.
2. In the Staff list, click the name of the staff member whose role you want to change.
3. In the right menu of the staff member's profile, click Edit Profile.
4. At the bottom of the Edit profile page, choose the role that best matches the permissions needed by the staff member and click Save. 

Tips

• Staff members must have a greater permission level to increase or decrease another staff member's permission level. For example, an Owner can increase a Staff member's permission level to Manager. Only Owner (Primary) can increase or decrease an Owner's permission level. 
• Give an accountant or other person access to your Pike13 business reports by clicking or tapping Allow Reporting Access in the right menu under Advanced Actions.
• Need to give someone, like a web developer, access to the page editing tools in your Pike13 business so they can modify colors, images, and other branding elements on your Pike13 website? Tap Allow Developer Access in the right menu under Advanced Actions.