Roles & Permissions Overview

Roles & Permissions control what each user can do inside QuickerNotes. You can create roles, configure permissions, and assign roles to staff members.

All role 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)

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

Deleting a Role

Permission required: roles:delete

1. In Settings → Roles & Permissions, select the role

2. Click Delete Role (bottom right)

3. Confirm the deletion