Role Permissions - Manage staff access and settings

MoeGo -

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.

1.Create a New Role

🖥️ Web Version

To create a new staff role on the desktop, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role setting > on the secondary side-menu
  4. Select < Add new role > button, enter the role name, and click < Confirm >
  5. 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.

📱App

To create a new staff role on the app, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role settings >
  4. Select the < + > on the bottom right of the screen
  5. Add a < Role Name > and select < Save >
  6. Customize the permissions that suit your business needs

2.Change Staff Member's Role

🖥️ Web Version

To change the role for a staff member using the desktop, simply:

  1. Go to < Settings > on the side-menu
  2. Click on a < Staff > of your choice
  3. In the < Profile > section, select the < Role > drop-down menu to update the role of your choice
    1. 💡Please note: You can't change the role of the Owner
    2. You can click on < Check permission > to see if you need to adjust the role setting again
  4. Select <Save> to update the staff member's role

📱App

To change the role for a staff member using the app, simply:

  1. Go to < Settings > on the side-menu
  2. Select < Staff >
  3. Select < Role settings >
  4. Select the < + > on the bottom right of the screen
  5. Add a < Role Name > and select < Save >

3.Permission Categories


You have the flexibility to establish a range of permissions tailored to specific staff roles you've defined. These categories encompass:

💳 Payment

Access payment settings

Allow staff access to the card processing section and make changes to the payment processor:

  • Can view payout & dispute details
  • Can edit payment method
  • Can decide whether to collect tips
  • Can set & manage MoeGo Pay account
  • Can manage location & devices
  • Can edit payout settings (Bank & Payout time)
  • Can set up payment preference (custom fee/tipping screen, etc.)

Process payments

Allow staff to process payments:

  • Can take payment
  • Can process refund
  • Can view invoice
  • Can view payment transaction details

Remove processing fee by client

When the business sets to transfer the processing fee to the client, this access will be shown for the business to decide: whether or not to allow staff to remove the convenience fee on the invoice when checking out.

📅 Appointments

Create appointments

If staff A needs to create appointments for staff B, other than the access to create appointments, staff A will need:

  1. The access to client list: under settings>staff>role permission
  2. The access to staff B's calendar: under settings>staff>staff A's profile>access
  3. Staff B should be "show on calendar": under settings>staff>staff B's profile>access

If staff A needs to create appointments for staff B with smart scheduling, staff A won't need to be assigned to a van while staff B needs to: Go to settings>mobile van>assign staff.

Edit appointments

Can edit appointment details, including appointment time, service & price & duration, pet, staff, alert notes, and appointment color code.

Cancel appointments

Staff will have access to cancel the appointment or mark the appointment as no-show.

Edit ticket comments & grooming reports

Staff can only edit ticket comments and grooming reports, other updates on appointment schedules and details will not be allowed.

Create and edit blocks

Only staff with permission can create, edit and delete blocks on the calendar.

🐶 Client & pets

Add new clients

With this access, the staff can add new clients to the business's client database.

Access client emails and phone numbers

With this access, the staff can see the full email address and phone number of clients.

Access client list

  • Update client/pet status
    • Allow staff to "mark client as inactive" and "set pet as passed away" for clients they have access to.
  • Import clients
  • Delete pets
  • Delete clients
  • Access client package lists
  • Export clients

For multi-location, you can use the dropdown menu to select the condition of clients:

    • At working business
    • At all businesses

🌐 Online bookings

Manage Online Booking settings

This includes all settings under online booking settings.

Access booking requests & waitlists

    • Additional permissions: Can access overview data (the Abandon booking overview dashboard)

Access abandon booking requests

    • Additional permissions: Can access overview data (the Abandon booking overview dashboard)

🧑‍🤝‍🧑 Staff

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Access staff shifts

Allow staff to manage staff working hours at their working businesses, including assigned service areas for the days of the week.

Access general payroll settings

Allow staff member to manage payroll calculation preferences and commission overrides for their company.

Clocking in/out

    • for themselves only
    • for staff members at working businesses

Access staff members

Allow staff members to access all staff members at your company.

  • Add new staff
  • Edit staff notifications
  • Edit role permissions
  • Edit staff profiles: edit staff basic information, working businesses, van assignments, calendar accesses.
  • Edit staff pay rates: set commission and hourly wages for each staff members.

Edit clock in/out records

Allow staff to have access to settings>clock in/out to edit the records.

🚀 Powerful tools

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Access Review booster

Staff will have access to review records and review booster settings.

Access Auto reminders

    • for themselves
    • for all staffs

Access Reports

    • of their own
    • (Multi-location only) at working businesses
    • (Multi-location only) at all businesses

Access Packages

Staff can setup package and access package sale history for all locations

Sell packages

  • Staff can add package to an invoice or initiate a package-only sale.
  • Staff can redeem package from invoice

Access Retail

Staff can setup product, inventory and access product sale history

Sell retail products

Staff can add product to an invoice or initiate a product only sale

Access Intake form settings

Staaf will have access to review intake form submissions and set up intake forms.

Access Agreement settings

Staff will have access to signed records and agreement settings.

⚙️ Settings

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

📢 Marketing

Access Discount

Allow staff member to setup discount code for the company.

  • Can create/edit/archive discount

Add/remove discount at check out

Allow staff to see the "add discount" option on the invoice.

Access Marketing campaign

Allow staff member to create and manage marketing campaigns for the company.

💌 Messaging

Message clients

You can 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
  • Delete chat histories

The MoeGo support is 24/7 online to help!