Introduction
With this article, you can begin the process of adding your employees to the system. You will start by creating employee positions present in your club, i.e. Junior Receptionist, Receptionist, Senior Receptionist, Reception Manager, etc. Next step is to create system roles for them and assign access to different parts of the PerfectGym dedicated to their positions. It means that a Receptionist will be granted different system role than a Reception Manager, which also means that the system permissions for a Manager will cover broader scope than the Receptionist's.
- This article will help you to properly create the roles within the PerfectGym for your employees. You will learn as well how to properly assign the system permissions to them.
- This article will be helpful to PG Champion, Club Manager and Club Owner.
Before you start
Before creating department, employee position and system role, make sure you're familiar with this article.
Instruction
How to set up Employee position?
1. Go to the PGM -> Clubs -> Employees -> Employee positions
2. Click on Add new position.
3. Type the Name and select System type.
4. Click on the Blue Tick Icon on the left.
If the predefined roles are sufficient for your club, you don't need to add new roles.
How to add a new System Role?
1. Go to the PGM -> Clubs -> Employees -> System permissions
Here is the list of all system permissions within the PGM system. Read it carefully.
2. Click on Add new role.
3. Type the name of the System role and add Hierarchy level, where "0" is the highest level of access to the system.
4. Add the Description.
5. Click on the Blue Tick Icon on the left.
This Description will serve you in the future as the definition of the role.
How to assign system Permissions?
1. Click on Permissions next to the System role you would like to edit.
2. On the right, you will see a Permissions tree, where you can easily grant or deny access to different parts of the system.
The permissions are divided into categories and each category may have a subcategory and/or target permission.
3. Expand the tree to explore the structure and content within each branch.
4. Check the boxes with applicable permissions.
Important: If the whole category is ticked, then all items (subcategories, permissions) belonging to that category will get a tick.
5. Click on the Save button.
6. Type in reason for changes (optional)
7. Click on the Save button.