Group owners are able to set team member level permissions to access and perform specific tasks providing more granular control for larger teams. Aryeo's robust permissions help manage what team members do and do not have access to.
With our commitment to improving the team management abilities of large teams, we’d like to bring your team to be front and center along with some of the other most important configuration options in Aryeo like products and availability. To review and set team member permissions locate the select the Team page from the left navigation menu under the "More" section.
Next, click edit on the team member whose permissions you want to control and choose which actions this team member is able to complete. Scroll down to the permissions section!
You will now see an in depth permission management section. Here, you can control the access this team member has to your account and business.
Want to limit whether this team member has access to view all of your orders? Not a problem! Simply uncheck the "view all" box under the order permissions section. This will hide all orders the team member is not assigned to an appointment on, and hide all listings which has an order the team member is not assigned to an appointment on.
Listing Permissions
View All: User can view all of the teams listings. If not enabled, the user will only see listings that have any orders with appointments they're assigned to.
Create: User can create new listings.
Delete: User can delete undelivered listings.
Manage Media Requests: User can manage media requests from the Showcase agent experience dashboard.
Order Permissions
View All: User can view all of the teams orders.
View Pricing: User can view the total and line item prices for an order.
Manage Orders: User can create, edit, and delete orders.
Manage Notes: User can edit order notes.
Calendar Permissions
View All: User can view the calendar of all team members. If disabled, they will only be able to view their own calendar events.
Storefront Permissions
View Order Forms: User can view the group's order forms and form embed instructions.
View Products: User can view and manage the group's products, categories and addons.
View Taxes: User can view and manage tax settings.
View Fees: User can view and manage travel fees.
View Availability: User can view and manage the availability settings and default calendars for all team members. If disabled, they will only be able to view their own.
Manage Appointments: User can manage appointments and appointment settings.
View Territories: User can view and manage territories.
Customer Permissions
View All: User can view all customers and update customer portal settings.
Create: User can create new customers.
Delete: User can delete customers.
Import Customers: User can import new customers
Export Customers: User can export customer list.
Manage Payment Methods: Allows users to manage and access payment methods for customers.
Report Permissions
View All: User can view all of the teams reports.
View Activity Log: User can view activity logs.
App Store Permissions
View All: User can view all the apps in the Aryeo App Store and manage API tokens.
Settings Permissions
Settings: User can create, edit, and delete admin level settings.
Payroll Permissions
Manage Company Payroll: User can access and manage company wide payroll functionality.
Manage Personal Payroll: User can access and manage their own pay run items on orders.
View Personal Payroll: User can view their own pay run items on orders.
Add all of your team members to your Aryeo account, while being in complete control of your businesses content!
Watch this video for a more in depth overview!