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Privileges and Reports: Setup Roles

A staff member is any person in your database who teaches or works at your school.  If you are a studio database owner, you can grant staff members controlled access to your Zen Planner database to help them perform assigned duties and to track accountability in the system. Zen Planner offers both staff roles and setup roles.

Staff roles provide a staff member with basic access to your Zen Planner database and allows them to perform typical front desk &/or instructor activities (selling memberships, checking people into class, completing retail transactions, etc). Setup roles provide staff members with access to items in the Setup menu of the database.  These roles can give a person the ability to edit, manage and delete database settings and run system-wide financial reports. Setup Roles should be reserved for business partners or managers and assigned only as required. Click here for a help document on creating and managing staff access.

Every staff member should have their own unique studio database login information (email address and password combination) that is not shared with anyone else. This allows you to maintain the security of the information in your database and you can tailor access to specific features for each staff member.  It also lets you track activities that occur in your database to specific staff profiles.  This can be helpful when there are issues involving financial transactions or other member related questions.

Click here for a help document on common combinations of staff and setup roles regarding the staff members responsibilities. 

This article is intended to display Setup Role Privilege report access. It is important to assign staff role or setup role privileges or the staff member will not have access to any reports or access to daily tasks within the software. 

Programs

Staff will gain access to Classes, Class Sessions, Events, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks reports.

 

Skills Only

Staff will gain access to the Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks reports as well as Saved Reports: Members, Daily Workout Results and Retail.

 

Communication

Staff will gain access to Staff will gain access to the Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks reports as well as Saved Reports: Attendance, Finances, Log, Members, Onboarding Resources, Operations, Prospects, Retail, Retention and System Reports.

 

Retail Store

Staff will gain access to Retail reports under Saved Reports Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Retail Orders, Signature Documents and Tasks.

 

Website 

Staff will gain access to  Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Retail Orders, Signature Documents and Tasks as well as Saved Reports: Operations, Prospect and Retail.

 

Workout Coordinator 

Staff will gain access to  Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks as well as Saved Reports: Members and Daily Workout Results.

 

Financial:

Staff will gain access to Account Balance, Account Info, Bills, Bills (Retail Store Processed Only), Bills (Show Discounts), Bills (Show Payments), Classes, Class Sessions, Deposits, Events, Expenses, Gift Cards, Memberships (Show Bills), Payments, Products (Show Options), Promotional Tests, Programs, Refunds, Retail Orders, Signature Documents and Tasks as well as Saved Reports: Finances, Onboarding Resources and Retail.

 

Payroll

Staff will gain access to  Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks as well as Saved Report: Retail.

 

Staff Account Manager

Staff will gain access to Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks as well as Saved Reports: Retail.

 

Registration

Staff will gain access to Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks.

 

Re-Run Failed Payments

Staff will gain access to Classes, Class Sessions, Events, Gift Cards, Products (Show Options), Promotional Tests, Programs, Signature Documents and Tasks as well as Saved Reports: Operations.

 

 

 

 

 

 

 

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