Roles & Permissions Overview

Roles & Permissions control what each user can do inside QuickerNotes and which properties (locations) they can access.

You can:

• Create roles

• Configure permissions

• Assign roles to staff members

• Assign property access to staff members
  

All role and property access management is done under:
Settings → Roles & Permissions

Creating a Role

Permission required: roles:create

1. Go to Settings → Roles & Permissions 

2. Click New Role (top right)

3. Enter a role name and click Save

4. Select the new role from the list to configure its permissions
   
   

Assigning Permissions to a Role

1. Select a role from the list

2. Toggle on/off the permissions you want to grant

3. Click Save Permissions (bottom right)

Assigning Roles to Staff

Permission required: roles:assign

Staff are pulled directly from your Mindbody account.

Each staff member can have multiple roles.

1. Go to Settings → Roles & Permissions

2. In the Staff Members list, click Edit Roles next to the provider

3. Select the roles you want to assign (or deselect to remove)

Assigned roles appear as badges next to the staff member’s name

Assigning Property Access to Staff

Property access controls which locations a staff member can see and work in.

If a user is not assigned to a property, they will not see:

• Appointments

• Clients

• Forms

• Notes

• Any data from that property

To assign properties:

1. Go to Settings → Roles & Permissions

2. In the Staff Members list, click Edit Roles

3. Select one or more Properties

4. Click Save

Property access determines data visibility across the system.

To view different Properties, on the Appointments page:

1. Click Filter

2. Select a specific location or All Locations

Users will only see properties they are assigned to.

“All Locations” means all properties assigned to that user — not all properties in the system.

Property Management Permission

Permission required: property:manage

If enabled, the user can access the Property tab in Settings and manage:

•  Property timezone 
•  Property logo 
•  Document print footer 
•  Short code automations 

If disabled:

• The Property tab is hidden

• The user cannot modify property-level settings

Property assignment and property management are separate controls.