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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
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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.
You can read more about Default Security Roles and how to assign them here and here.
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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 in the process of creating a custom security role. |
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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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