Permissions and Payroll Management

Video Walkthrough

What This Page Covers

Apply least-privilege access and keep payroll calculations reviewable and auditable.

Roles and Estimated Time

• Roles: owner / manager
• Time: 10-20 minutes

Entry

Salon Settings -> Customer Permissions and Payroll Management

Before You Start

• Confirm your role-permission matrix (who can view/edit/delete customer data).
• Confirm payroll period, settlement date, and payout process.
• Confirm service/product/gift-card commission policy.

Steps

1. Open Customer Permissions and set role-based access for technician Permissions and Receptionist Permissions.
2. Review Can Access Customer List, View Customer Details, View Sensitive Info, and action permissions (Create Customer, Edit Customer, Delete Customer), then tap Save.
3. Open Payroll Management, review Monthly Summary, and verify Total Revenue, Total Payout, and staff records.
4. Open payroll settings (Tip Settings, Service Fee Settings, Gift Card Commission, Product Commission) and confirm the active rule set.
5. Complete one payroll cycle check: run Settle, review results, then Confirm Payroll only after verification.

Acceptance Checklist

• Staff roles can access only authorized customer operations.
• Payroll rules are documented and consistently applied.
• A sample payroll record can be explained and recalculated.

Key Notes

• Confirm Payroll locks the month’s payroll snapshot.
• Re-check date range and filters before reviewing payroll totals.

FAQ

Saved changes do not appear immediately.

Refresh the target page (Customer Permissions or payroll list) and verify the same salon and period.

Behavior differs between team members.

Check assigned role and whether the account is owner/manager or limited staff role.