Set memberships permissionsLast updated on 09/09/2022

You can set permissions for an employee or technician role by going to Settings > People > Role Permissions.

To change an individual employee’s permissions, edit their employee record:

1. Go to the navigation bar and click Settings . In the side panel, go to People > Employees.

2. Click Edit for the employee whose permissions you want to set.

3. In the Edit Employee record, click Permissions.

4. In the Memberships, Campaigns, & Follow Ups section, select or deselect memberships-related permissions:

   • Edit membership type—Can edit membership types Note: This permission does not allow the employee to edit individual customer memberships.

   • Edit recurring service type—Can edit recurring service types Note: This permission does not allow the employee to edit individual customer recurring services.

   • Edit customer membership—Can edit membership on customer records or locations

   • Sell or renew a membership from customer or location—Enables Sell Membership button on customer and location records

   • Access Dismiss button on Recurring Service Events page—Can dismiss multiple recurring service events in Follow Ups and customer membership records

5. When you’re done, click Save Changes.

To change an individual technician’s permissions, edit their technician record:

1. Go to the navigation bar and click Settings . Then, in the side panel, go to People >Technician.

2. Find the technician you want to set permissions for and click Edit.

3. In the Edit Technician record, click Permissions.

4. Select or deselect memberships-related permissions:

   • Mobile add on checkbox—Enables APPLY MEMBERSHIP ADDON button allowing technicians to sell membership add-ons.

5. When you’re done, click Save Changes.

• Watch Managing Employee Settings

• See Memberships glossary