Pike13 Permissions Guide

This guide outlines the permissions available for different roles within the Pike13 system. Owners, Managers, Staff, and Limited Staff each have specific capabilities that help manage services, clients, and reporting access. Use this guide to understand who can perform various actions and streamline your business operations effectively.

Quick Reference for Permissions

This quick reference guide provides an overview of the permissions assigned to Owners, Managers, Staff, and Limited Staff members. Use this table to quickly identify what each role can do, enabling you to delegate tasks effectively and maintain control over your business processes.

Staff Member Permissions Breakdown

Below is a detailed outline of the permissions available for Owners, Managers, Staff, and Limited Staff within Pike13, organized by category. Each section clearly defines what each role can and cannot do, helping you assign the right level of access to your team.

For more comprehensive details and additional notes, be sure to download the full guide here.

Services

• Owner Permissions:

  • Add, edit, and cancel classes, appointments, and courses
  • Change instructors for a class
  • Schedule/reschedule classes and appointments (cannot schedule classes or courses)
  • Enroll clients in their own classes and appointments (not courses)
  • Set cancellation policies
  • Add private notes to classes (public notes require permission)

• Manager Permissions:

  • Add, edit, and cancel classes, appointments, and courses
  • Change instructors for a class
  • Schedule/reschedule classes and appointments (cannot schedule classes or courses)
  • Enroll clients in their own classes and appointments (not courses)
  • Set cancellation policies
  • Add private notes to classes (public notes require permission)

• Staff Permissions:

  • Change instructors for a class
  • Cancel classes, appointments, and courses (can cancel appointments they lead)
  • Schedule/reschedule appointments (cannot schedule classes or courses)
  • Enroll clients in their own classes and appointments (not courses)
  • Add private notes to classes (public notes require permission)

• Limited Staff Permissions:

  • Enroll clients in their own classes and appointments
  • Book appointments
  • Cancel appointments

2. Plans & Passes

• Owner Permissions:

  • Add, modify, and sell plans and passes
  • Change revenue categories
  • Put plans on hold and cancel plans

• Manager Permissions:

  • Add, modify, and sell plans and passes
  • Put plans on hold and cancel plans

• Staff Permissions:

  • Sell plans and passes
  • Put plans on hold and cancel plans

3. Staff Management

• Owner Permissions:

  • Add new staff members
  • Run payroll

• Manager Permissions:

  • Edit staff member availability
  • Block hours on the schedule
  • Set and adjust pay rates (if permission is given)

• Staff Permissions:

  • Edit their own availability
  • Block hours on the schedule

4. Clients

• Owner Permissions:

  • Add, see, and edit client profiles
  • Deactivate clients
  • Remove clients from services
  • Collect waiver signatures
  • Create public notes (requires permission)

• Manager Permissions:

  • Add, see, and edit client profiles
  • Deactivate clients
  • Collect waiver signatures
  • Create public notes (requires permission)

• Staff Permissions:

  • Add, see, and edit client profiles
  • Deactivate clients
  • Collect waiver signatures
  • Create private notes

5. Integrations, Payments, Profiles, Reporting, and Website

• Owner Permissions:

  • Handle payments and refunds
  • Add account credit and set limits
  • Review profile, purchases, and account details
  • Manage notifications
  • Customize Pike13 website
  • Access financial data and reports (can grant reporting access)

• Manager Permissions:

  • Handle payments and refunds
  • Review profile, purchases, and account details
  • Access business reports (can grant reporting access)

• Staff Permissions:

  • Handle payments and refunds
  • Review profile, purchases, and account details