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Cloning a Default Security Role and Editing Permissions -
Status colour Green title TimeTap Business Feature Adding More Permissions to your Custom Security Role -
Status colour Green title TimeTap Business Feature Permissions Matrix - breaks down what effect each permission option has
Security Role Comparison Table - compare our Default Security Roles to the custom roles you create
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Default Security Roles
Account Owner: There is only one Account Owner per account and this is the staff member or business owner who originally created the TimeTap account. The Account Owner has access to every part of the account, including billing information and plan changes.
Administrator: Administrators have the same level of access as the Account Owner except the Billing Information, Change Plan, or Cancel Account screens.
Location Super User: A Location Super User does not have access to the Settings or Payments menu but can see all the appointments and all the clients that have been scheduled at the location(s) they are assigned to.
User: User is the most basic security setting on TimeTap. Users are able to set up their own availability and see their own appointments and clients, but cannot see any of the appointments that have been made with other staff nor any of the clients that have booked with other staff.
Reports Only: A Reports Only user can only access the Dashboard and run reports from it.
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Cloning a Default Security Role
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The Security Roles tab of the Staff page is only visible to Account Owners by default. Account Owners can grant other security roles access to the Security Roles panel when creating a custom security role. |
Cloning a Default Security Role is the first step to creating a custom security role. You start by cloning the default role closest to the access level you want, then use checkboxes to add or takeaway permissions to View, Add, Edit, Export, or Delete.
To clone a Default Security Role, start by clicking Settings → Staff:
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Then click the new Security Roles tab:
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On the Security Roles tab, you'll see 1) the Active Security Roles List, 2) the Clone button, and 3) a small blue and white plus sign beside each security role which will display a list of checkboxes indicating what permissions the role has:
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When you click Clone, a list of checkboxes for permissions will appear. You'll also have an opportunity to name the role:
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To edit the permissions your new custom role has, simply check the boxes for the permissions you want it to have, and uncheck the boxes for permissions you do not want it to have. See the Permissions Matrix below for a breakdown on what each permission does.
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More Security Permissions
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Below the permission checkboxes, you'll find a section titled "More Security Permissions." In this section, you'll find some extra permissions you can add to your Custom Security Role.
The first is Location Access:
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With this permission, you can grant your Staff member the ability to edit the Services each Staff member offers on the Staff member's Profile page:
The final permission in the More Security Permissions section is the Change Security Role for Accessible Staff:
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