Who can use this feature?
Pike13 allows you to track and manage your staff members. The following roles determine visibility and permissions on the staff side of your site You can assign roles to your staff members based on the needs of your business.
Assigning roles to Staff
- Go to Staff.
- In the Staff list, click the name of the staff member whose role you want to change.
- In the right menu of the staff member's profile, click Edit Profile.
- At the bottom of the Edit profile page, choose one of the roles below that best matches the permissions needed by the staff member, and click Save.
The primary owner is ultimately responsible for the Pike13 site. Only the primary owner can assign another owner to replace them.
An owner has permission to manage all aspects of your Pike13 site. Owners can add and manage Staff Members, Services, Plans & Passes, Documents, Merchandise, Pay Rates, Run Payroll, and run all reports.
A manager has permission to add and manage Staff Members, Services, Plans & Passes, and Documents.
A staff member can view the full Schedule, sell products, add new Clients, and take attendance.
Limited Staff Members
A limited staff member can only view their own schedule and have limited access to info about the clients they serve. Limited staff members cannot accept payments.
Assigning roles and permission levels
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.
For more information on staff level permission, please see our Pike13 Permission Guide