Pike13 allows you to track and manage your staff members. The following roles determine visibility and permissions on the staff side of your site.
Primary Owner
The primary owner is ultimately responsible for the Pike13 site. Only the primary owner can assign another owner to replace them.
Owners
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.
Managers
A manager has permission to add and manage Staff Members, Services, Plans & Passes and Documents.
NOTE: As an owner, you can grant pay rate access to managers by going to Settings - Staff Permissions.
Staff Members
A staff members 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.
NOTE: As an owner, you can set up limited staff members to send public notes to your clients. By default, limited staff can only leave private notes. You can access this through Settings - Staff Permissions.
Changing Roles
You can assign roles to your staff members based on the needs of your business.
To assign roles:
- 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 the role that best matches the permissions needed by the staff member and click Save.
Pike13 Permissions Guide
| Owner | Manager | Staff | Limited Staff | Client | |
| Services | |||||
|
Add classes, appointments, and courses |
✓ | ✓ | |||
|
Edit classes, appointments, and courses |
✓ | ✓ | |||
|
Change instructors for a class |
✓ | ✓ | ✓ | ||
|
Cancel classes, appointments, and courses *Staff members can cancel appointments that they are leading. |
✓ | ✓ | ✓* | ||
|
Schedule/reschedule classes and courses, and appointments *Cannot schedule classes or courses. |
✓ | ✓ | ✓* | ||
|
Enroll in class or course *Only their own classes. |
✓ | ✓ | ✓ | ✓* | ✓ |
|
Book appointments |
✓ | ✓ | ✓ | ✓ | |
|
Cancel an appointment or enrollment in a class |
✓ | ✓ | ✓ | ✓ | |
|
Set a cancellation policy |
✓ | ✓ | |||
|
Add a note to a class *Private notes only unless permission is given to send public notes. |
✓ | ✓ | ✓ | ✓* | |
| Plans & Passes | |||||
|
Add new plans and passes |
✓ | ✓ | |||
|
Modify plans and passes |
✓ | ✓ | |||
|
Modify plan prices |
✓ | ✓ | |||
|
Change and create revenue categories |
✓ | ||||
|
Sell plans, passes, and retail products |
✓ | ✓ | ✓ | ||
|
Put a plan on hold |
✓ | ✓ | ✓ | ||
|
Cancel a plan |
✓ | ✓ | ✓ | ✓ | |
|
Buy plans and passes |
✓ | ||||
| Staff | |||||
|
Add new staff members |
✓ | ✓ | |||
|
Edit staff member availability for appointments *Only their own |
✓ | ✓ | ✓* | ||
|
Block out hours on the schedule *Only their own |
✓ | ✓ | ✓* | ||
|
Set and adjust pay rates *Only if permission is given |
✓ | ✓* | |||
|
Run payroll |
✓ | ||||
| Clients | |||||
|
Add clients |
✓ | ✓ | ✓ | ||
|
See and edit client profile information *Only their own |
✓ | ✓ | ✓ | ✓* | |
|
Deactivate clients |
✓ | ✓ | |||
|
See the roster and take attendance *Only for the services they provide |
✓ | ✓ | ✓ | ✓* | |
|
Remove clients *Only from rosters for services they provide |
✓ | ✓ | ✓ | ✓* | |
|
Add and revise custom client fields |
✓ | ✓ | |||
|
Collect waiver signatures |
✓ | ✓ | ✓ | ✓ | |
|
Create public notes *Permission has to be given |
✓ | ✓ | ✓ | ✓* | |
|
Create private notes |
✓ | ✓ | ✓ | ✓ | |
|
Delete notes |
✓ | ✓ | |||
| Payments, Profiles, Reporting, and Website |
|||||
|
Make payments |
✓ | ||||
|
Take payments from clients |
✓ | ✓ | ✓ | ||
|
Refund payments and void charges |
✓ | ✓ | ✓ | ||
|
Add account credit to client accounts |
✓ | ✓ | |||
|
Set account credit limits |
✓ | ✓ | |||
|
Reconcile unpaid visits |
✓ | ✓ | ✓ | ||
|
Discount an upcoming renewal |
✓ | ✓ | ✓ | ||
|
Update credit card information |
✓ | ✓ | ✓ | ✓ | |
|
Review profile, purchases, account details, signed documents |
✓ | ✓ | ✓ | ✓ | |
|
Create online documents |
✓ | ✓ | |||
|
See business financial data *Reporting access can be given to any staff member by owners |
✓ | * | * | * | |
|
See business reports *Reporting access can be given to any staff member by owners |
✓ | ✓ | * | * | |
|
Manage notifications |
✓ | ✓ | ✓ | ✓ | |
|
Customize Pike13 website |
✓ | ✓ |
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.
- To give a staff member access to your Pike13 business and/or financial reports, select Allow Basic Reporting Access or Allow Financial Reporting Access in the right menu under Advanced Actions.