Advanced Employee Permissions

For a more detailed YouTube tutorial on setting up advanced employee permissions view the bottom of the article or click here. 

1. Go to the Employees module.                                   
2. Hit "Edit Permissions" in the top right-hand corner. 
3. Select the "Add New". button.  
4. Type in your "Role Name" (ie. Pro Shop Clerk). Also select your base role (Employee, Manager, or Admin) then select "Save Changes". 
5. You will now select the detailed permissions that this user role will have. We recommend reviewing each section (including Customer, Gift Cards, Inventory, POS, Reports, Statistics, Tee Times). When you have finished selecting the desired permissions for this role, go ahead and click "Update Role". 
6. Select the employee(s) that you would like to apply this user role to. 
7. You will still need to give your employees access to the modules that you want them to have access to. You will do this within the employee's profile. 
8. Now that your permissions are set up they will apply automatically. Here is an example of what the sales screen looks like when a user doesn't have permission to issue returns, edit settings, edit price, and a few other actions. Those options will be grayed out.

Other use cases and ideas:

1. If you have a third party business that needs the ability to view your tee sheet, you can give them "View Only" access to your tee sheet. Here's an example: Your course has an on-premise or nearby hotel that your golfers frequently stay at. You now can create the hotel an account that allows them to view the Tee Sheet but doesn't allow them to make any changes to the Tee Sheet. Once they have access, they will be able to update your golfers on availability at the course.

2. We recommend creating a user role for each job type at your golf course. For example, you can create the following user types: "Starter", "Snack Bar", "Pro Shop", "Waiter", "Assistant Pro", etc. Once you have these user roles created, it will be very easy to apply them to existing or new employees.

3. Permissions can be updated at any time! This means that you can give an employee more permission if they have proven to be a trustworthy employee. On the flip side, you now have the ability to take permissions away from employees that have made mistakes within the software.