Getting Started
User Roles
Every SunMule account has one role. The role decides which menus appear, which pages can be opened and what the person can change.
The roles
| Role | Typical use | Lands on |
|---|---|---|
| Administrator | Company owner or operations lead. Full access to the company's salons and settings. | Salons |
| Manager | Runs a salon day to day. | Salons |
| Leader | Shift lead who runs the floor. | Salons |
| Guest Services | Front desk and customer service. | Customers |
| Customer | A tanner using the customer portal. | My account |
Staff roles are Administrator, Manager, Leader and Guest Services. Customers sign in to the customer portal and never see staff pages.
What each staff role can do
| Area | Administrator | Manager | Leader | Guest Services |
|---|---|---|---|---|
| Dashboard (reports) | Yes | Yes | Yes | No |
| View and edit customers | Yes | Yes | Yes | Yes |
| View staff | Yes | Yes | Yes | No |
| Add and edit staff | Yes | No | No | No |
| View salons and sessions | Yes | Yes | Yes | Yes |
| Room control and wait list | Yes | Yes | Yes | View only |
| Edit rooms | Yes | Yes | No | No |
| View equipment | Yes | Yes | Yes | Yes |
| Edit equipment | Yes | Yes | No | No |
| Maintenance issues | Yes | Yes | Yes | Yes |
| Inventory (view products, edit stock) | Yes | Yes | Yes | View products |
| Take payments and refunds | Yes | Yes | Yes | Yes |
| Settings (plans, products, coupons, waivers, company) | Yes | Limited | No | No |
| Clock in and out | Yes | Yes | Yes | Yes |
| View time clock records | Yes | No | No | No |
Settings access
Managers can open the Settings area for the items their role covers, such as equipment, rooms and product types. Items such as salons, plans, coupons, vendors, models, waivers and company settings are Administrator only.
Where each role starts
- Administrators, Managers and Leaders start on Salons.
- Guest Services start on Customers.
- Customers start on My account.
Staff can search for customers and staff from the header, except Guest Services, who can search customers only.
Multiple locations
Staff can be assigned to more than one salon. After signing in, a person with several salons chooses which salon they are working in. Permissions follow the role, and activity is recorded against the salon they selected. See Multi-salon setup.
Disabling accounts
Staff and customer accounts can be disabled instead of deleted. A disabled staff member can no longer sign in. A disabled customer stays visible to staff but cannot change plans, buy sessions or check out.
Changing a role
Administrators edit a person's role from Employees. See Employee management.