MyTime provides advanced access control settings that enable you to control what your staff members can and cannot see and access through their individual MyTime accounts. For example, you might want stylists to view only their schedules and profile.
The first step in managing your staff members' account access is to categorize them into their proper roles. Once staff members have been correctly categorized, you can edit the access for each role using the Access Control Settings. This is found at the bottom of your Staff & Availability section.
Things to know:
- Each role has its own set of permissions. Learn more about roles here
- Only location owners can set or block access permissions
- Staff members should refresh whenever new permissions are assigned
- If your business is part of a franchise, the access permission for the franchisee (location owner) is set at the franchisor (parent) level. The location owner will then be able to set permissions for each staff member at their location however, they will not be able to override the permission set at the parent level to higher permission. For example, the franchisor (parent account) has set access for franchise owners (child accounts) to view inventory but not edit. This means, the franchise owner will only be able to view inventory, and can only set permission for their staff members to view or block them from accessing inventory. Any child account with access control set to edit will get updated to view.
- Access controls set by the parent company apply to all child company location owners.
To receive daily reports via email, ensure that the checkbox for "Receive Daily Report Email" is checked under My Account > Communications Preferences. Additionally, the "Can Receive Daily Report by Email" access control must be set to "View Daily Report".
If the Can Receive Daily Report by Email access control is set to "Blocked", the checkbox for "Receive Daily Report Email" will be grayed out. In this case, a tooltip will display the message: "You don't have access permission to receive this email. Please speak to the account owner."
To give your staff permission to use various features of the software:
- Navigate to Business Setup > Staff & Availability
- Click the Access Control Settings button at the bottom of the page
- Select a role from the drop-down menu on the top right
- On the left panel, select a permission category to view and enable specific permissions.
Many of the access controls are categorized by:
- Own Location
- Their Location
- All Locations
Categories & Permissions
Category | Permission |
Schedule |
Accessing Appointments Accessing Appointments Staff Intake Forms Scheduling Classes/Events Editing Custom Work Hours Clocking In/Out Editing Clocked Hours Recording Work Hours |
Clients |
Accessing Client Records Accessing Communicator |
POS | Creating Tickets Accessing Open Tickets Accessing Closed Tickets Changing Prices Applying Custom Discounts Applying Promotions Creating Miscellaneous Charges Taking Payment Accessing Register Taking Tips from Register Opening Cash Drawer Accessing Inventory Details Accessing Inventory Quantity Accessing Inventory Prices Accessing Inventory Costs Accessing Inventory Stock Checks Managing Inventory Vendors Managing Purchase Orders Discontinuing Products |
Dashboard | Accessing Dashboard |
Reports |
Accessing Reports Viewing Compensation Report Can Receive Daily Report by Email Can Receive Business Snapshot by Email Can Receive Operation Alerts by Email Accessing Payments and Disputes Report (This is only visible on accounts that use Stripe payment processors.) |
Marketing | Accessing Automated Messages Accessing Email Campaigns Accessing Promotions Accessing One-Time Sales Accessing Listing Manager and Reputation Manager |
Business Setup |
Accessing Royalty Fee Setting Accessing Business Profile Accessing Classes Menu Setting Class Prices Setting Class Durations Assigning Classes to Staff Members Assigning Attendee Type to a Class Accessing Event Locations Accessing Service Menu Setting Service Prices Setting Service Durations Assigning Services to Staff Members Accessing Staff & Availability Deleting Staff Members Changing Order of Staff on Schedule Assigning Roles to Staff Members Setting Staff Passwords Assigning Work Hours to Staff Members Accessing Staff Compensation Assigning External Employee ID Editing Bookings Per Time Slot Managing Employee Titles Accessing Account Settings Accessing Tax Settings Accessing Payments & Deposits Accessing Website Tools Accessing Digital Signage Accessing Packages Accessing Memberships Accessing Ingest Data |
Account Settings | Accessing My Account |
See the document attached outlining each permission category and what each setting means https://docs.google.com/spreadsheets/d/19vYM6DRs-QZ4ji2awWQNhNgCYPFbSvbs70Zi0MiADpM/edit#gid=0.
For more information, contact us at support@mytime.com or (385) 233-6964.
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