Manage roles and permissions
Every team member has a role. The role decides which parts of Zobliss they can use.
Roles
- Owner - full access to all features.
- Manager - manage daily operations, team and business settings.
- Staff - manage their own calendar, clients and checkout.
- Receptionist / Front desk - manage bookings and clients for the whole team.
- Accountant - manage payroll, compensation and team earnings.
Assign a role
- 1
Go to Team > Team Members, click the team member's more options (three dots) button and select Edit role & permissions.
- 2
Choose a role and click Assign.
Change a role's permissions
- 1
In Assign Role, click Edit permissions under the selected role.
- 2
Open each area - such as Calendar, Clients, Checkout or Payroll - and turn individual permissions on or off. The count shows how many are on.
- 3
Click Save.