Roles

Maintain employee roles.

Roles introduction

A role is assigned to each user account. Depending on the role assigned, different types of access and actions are allowed in the system. Sessy distinguishes between three different roles: Members, Employees, and Admins.

The roles section on the “Settings” page lists all accounts with an elevated role (Employee/ Admin).

Member role

The default role assigned to all people that subscribe to your business. Members can use the Member app, can access your business information (e.g. scheduled sessions) and can use the functionality of the Member app (e.g. register for sessions that are included in their subscription). They do not have access to the Backend app.

Employee role

The employee role can do everything a Member can do. In addition, an Employee has access to the following functionality in the Backend app:

  • Dashboard: Personal overview of Notifications, Checklists, and Sessions
  • Member overview: Insight into all member details
  • Weekly schedule: Create and maintain weekly schedules for all calendars/ locations
  • Calendar: Schedule sessions, register members for sessions, etc.
  • Communication: Update the “Info” page in the Member app, session descriptions, and send notifications
  • Reports: Monitor the member, revenue, session, and occupancy reports

Admin rol

The admin role can do everything an Employee can do. In addition, the Admin role has the ability to:

  • Payments: Monitor, refresh, adjust revenue and execute payment batches (SEPA Direct Debit payment collection only)
  • Member overview: The Admin role can adjust subscriptions of members
  • Settings: Adjust the configuration of Sessy (e.g. add session types, subscription types, notification settings, etc.)

Add/ change employee roles

Options in the roles section on the “Settings” page:

  • Add an employee role to a Member by clicking on the “Plus” icon
  • Change an employee role by clicking on the row in the table

Adding or changing a role will open a dialog where you can:

  • Search for a member (if adding a new Employee/ Admin role)
  • Select the role you want to assign (select Member if you want to take away elevated privileges)
  • Choose a color for the employee (the color is used to show an overview of who is responsible for which session in the calender/ weekly schedule views)
  • Once finished click on “Save”, or on “Cancel” to disregard the changes
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