With MoeGo's staff settings page, you have the flexibility to tailor staff roles and permissions to suit your business needs.
Staff members can access MoeGo from both the Web Version and App with controlled permissions, expanding accessibility beyond just the Owner and Admin roles.
Additionally, you can create custom roles, empowering you to fine-tune permissions for each staff member according to their responsibilities and access requirements.
Create a New Role
π₯οΈ Web Version
To create a new staff role on the desktop, simply:
- Go to < Settings > on the side-menu
- Select < Staff >
- Select < Role setting > on the secondary side-menu
- Select < Add new role > button, enter the role name, and click < Confirm >
- Customize the permissions that suit your business needs
You could also create a role by duplicating an existing one. Then, you can rename it as you need.
π±App
To create a new staff role on the app, simply:
- Go to < Settings > on the side-menu
- Select < Staff >
- Select < Role settings >
- Select the < + > on the bottom right of the screen
- Add a < Role Name > and select < Save >
- Customize the permissions that suit your business needs
Change Staff Member's Role
π₯οΈ Web Version
To change the role for a staff member using the desktop, simply:
- Go to < Settings > on the side-menu
- Click on a < Staff > of your choice
- In the < Profile > section, select the < Role > drop-down menu to update the role of your choice
- π‘Please note: You can't change the role of the Owner
- You can click on < Check permission > to see if you need to adjust the role setting again
- Select <Save> to update the staff member's role
π±App
To change the role for a staff member using the app, simply:
- Go to < Settings > on the side-menu
- Select < Staff >
- Select < Role settings >
- Select the < + > on the bottom right of the screen
- Add a < Role Name > and select < Save >
Permission Categories
You have the flexibility to establish a range of permissions tailored to specific staff roles you've defined. These categories encompass:
- π³ Payment
- π Appointments
- πΆ Client & pets
- π Online bookings
- π§βπ€βπ§ Staff
- π Powerful tools
- βοΈ Settings
- π’ Marketing
- π Messaging
π³ Payment
Available permissions:
- Access payment settings
- Process payments
- Allow staff to process payments, with permissions for the following: Taking payments, Processing refunds, Viewing invoices
π Appointments
Available permissions:
- Edit appointments
- Cancel appointments
- Edit ticket comments & grooming reports
- Create and edit blocks
- Create appointments
πΆ Client & pets
Available permissions:
- Access client list
- (Multi-location only) Use dropdown to select the condition of clients:
- At working business
- At all businesses
- Update client/pet status
- Allow staff member to update client status and set pet as passed away for clients they have access to.
- (Multi-location only) Use dropdown to select the condition of clients:
- Import clients
- Delete pets
- Delete clients
- Access client package lists
- Export clients
- Add new clients
- Access client emails and phone numbers
π Online bookings
Available permissions:
- Manage Online Booking settings
- Access booking requests & waitlists
- Additional permissions for: Can access overview data (the Abandon booking overview dashboard)
- Access abandon booking requests
- Additional permissions for: Can access overview data (the Abandon booking overview dashboard)
π§βπ€βπ§ Staff
Available permissions:
- Access staff shifts
- Allow staff member to manage staff working hours at their working businesses.
- Access general payroll settings
- Allow staff member to manage payroll calculation preference and commission overrides for their company.
- Clocking in/out
- for themselves only, or
- for staff members at working businesses
- Access staff members
- Allow staff member to access all staff members at your company.
- Add new staff
- Edit staff notifications
- Edit role permissions
- Edit staff profiles
- Edit staff pay rates
- Allow staff member to access all staff members at your company.
- Edit clock in/out records
π Powerful tools
Available permissions:
- Access Review booster
- Access Auto reminders
- for themselves, or
- for all staffs
- Access Reports
- of their own
- (Multi-location only) at working businesses
- (Multi-location only) at all businesses
- Access Packages
- Access Retail
- Access Intake form settings
- Sell packages
- Sell retail products
- Access Agreement settingsSetting
βοΈ Settings
Available permissions:
- Access general settings
- Access Google calendar sync
- Can sync own calendar
- Can sync all staff calendar
- Access Quick book sync
- Access Mobile grooming settings
- Access Auto message settings
- Access Grooming report settings
- Access Service settings
- Allow staff member to access service setting for the company.
- Access Google calendar sync
π’ Marketing
Available permissions:
- Access Discount
- Allow staff member to setup discount code for the company.
- Add/remove discount at check out
- Access Marketing campaign
- Allow staff member to create and manage marketing campaigns for the company.
π Message center
Available permissions:
- Message clients
- Use dropdown to set one of the following conditions for clients
- who have appointments within 7 days only
- who have appointments with
- (Multi-location business only) at working businesses
- (Multi-location business only) at all businesses
- Block client messages
- Use dropdown to set one of the following conditions for clients
- Delete chat histories