User Role Manager

The User Role Manager add-on in Booknetic allows businesses to create custom roles with specific permissions. This feature enables you to control access for different staff members, ensuring they can view or manage only the areas relevant to their responsibilities.

Accessing the User Role Manager Module

1. Log in to Your WordPress Dashboard

   Open your WordPress Admin Panel and navigate to Booknetic in the sidebar.

2. Navigate to the User Role Manager Add-On

   • Go to Booknetic > User Role Manager

Creating and Managing Roles

1. Create a New Role

   • Click Add New Role to create a new custom role and assign them to your staff.
   • Enter the role's name (e.g., "Manager," "Receptionist").
   • Select the staff that this rule will be applied to
   • Add notes to the role, if needed to clarify its purpose, or for any other reason

2. Set Permissions

   • After creating the role, set specific permissions for the staff under this role. You can set 3 status per permission set such as “Appointments module”. If the option “none” is selected, it stops the staff with this role from having that permission. If the option is “My”, they can have limited access, which is set by their role. And lastly if the option “All” is selected, then those staff will have full access permission, and they will also be able to access other staff’s data and manage them. You can control access to various core modules, or additional purchased add-ons such as:

     • Appointments: Allow the staff to view, edit, or manage appointments.
     • Customers: Control whether the staff can access customer data.
     • Reports: Restrict access to reporting and analytics.

3. Save the Role

   After configuring the permissions, click Save to apply the changes.

Managing Existing Roles

• Set as default

  • Click on the three-dot menu next to the role you want to modify and select Set as default.
  • This will make sure that the new staff profiles will get the permission set in the role you’ve set as default.

• Edit a Role

  • Click on the three-dot menu next to the role you want to modify and select Edit.
  • Update the role permissions and click Save to apply the changes.

• Delete a Role

  • To remove a role, click the three-dot menu and select Delete.
  • Confirm the deletion to remove the role from the system.

• Bulk delete the Roles

  • To remove roles in bulk, click the checkbox and select Apply as displayed in the screenshot below:
  • Confirm the deletion to remove the roles from the system.

Benefits of Using User Role Manager

• Custom Permissions

  Create and assign roles with customized access based on the needs of your business.

• Improved Security

  Limit access to sensitive data by assigning permissions only to staff who need it.

• Efficient Staff Management

  Easily manage the visibility of appointments, customers, and other critical information for different staff members.

The User Role Manager add-on in Booknetic ensures that your staff has the appropriate level of access based on their responsibilities. Whether you're managing appointments, customer data, or sensitive reports, this feature offers flexible control over who can see and do what within the system.