Need to change your password? Need to create login details for your staff? Need to delete a user?
Here is everything you need to know about creating, editing and deleting your users in Simple Salon!
A user is someone who has access to your Simple Salon account with a set of login details—username and password. You can manage your user access and dictate how much of the system each user has access too.
We'll be covering the following in this article:
- User access for each security role (administrator, manager, staff)
- Creating a new user
- Security Settings
- Changing the password for an existing user
- Deleting a user
- Locking 'staff' users out of your account
User Access
Before you create your users, you need to know that there are 3 Security Roles: Administrator, Manager & Staff.
Each Security Role has different levels of access:
Administrator:
- Has access to everything.
Salon Managers:
- Has access to most areas, however, they don't have access to the following:
- Global Lock Out Settings in Security Settings
- Quick Login settings in Application Settings
- Enable all clients for Loyalty Points setting in Loyalty Points Settings
- Reward All Members with Bonus Points in Loyalty Points Settings
- Enable all clients for Online Bookings in Online Bookings Settings
Staff:
- Staff don't have access to Admin, Reporting (except for the KPI Report), Account or Settings.
- Essentially staff can make appointments, make notes/comments on appointments and clients, process sales via POS, view the roster but not change it, and Submit A Request via your Help & Support page.
Creating a new user
Go to your Account page (click the circle icon on the top right corner):
You'll see the Manage Users section to the right:
Click New and fill out User Details on right side panel:
Note: You will need to enter in an Email as this is the email address used in the event that you, or your staff, forget their login details. They can click the Forgot Password link on the login page to retrieve their password. The password will be emailed to the email address entered in here.
Click Save once you've filled out their login details.
You can also check out the 4 Digit PIN Quick Login article for another quick way to sign in and out of your Simple Salon account throughout the day.
Security Settings
It is possible to further restrict Staff and Manager users from accessing certain features in your account.
Go to Settings (by clicking the blue circle icon on the top right corner):
Then select Security Settings:
These are the following settings available to you:
- Hide Phone Numbers & Emails from Staff - When this is enabled, staff users cannot access client contact details
- Allow Staff to send SMS to Client - When this is enabled, staff users are allowed to send SMSs to the client
- Hide Addresses from Staff - When this is enabled, staff users cannot view client addresses
- Global Manager Lock Out & Global Staff Lock Out - This stops your staff and/or manager users from accessing Simple Salon outside of your business devices. Click here to learn how to setup the Global Lock Out feature.
- Default View Access to Images/Files - This allows you to choose the minimum security role required to see client images or files
- Delete Access to Images/Files - This allows you to choose the minimum security role required to delete images or files
- Show Operator Report Link on KPI Report for all users - If this is disabled, staff users will only have access to viewing the Operator KPI Report via the Reporting tab. If this is enabled, staff users will also have access to viewing the Operator Report.
- Hide Wages Report for Manager Users - When this is enabled, manager users will no longer be able to view the Wages Report.
Remember to Save once you've made changes to your settings!
Changing the password for an existing user
Go to your Account page (click the circle icon on the top right corner):
You'll see the Manage Users section to the right.
Click Edit next to the relevant user, and tick Change Password on right side panel:
Enter a new Password, then re-enter it in the Confirm Password below.
Note: Remember all capital letters and spaces in password EXACTLY.
Save these user details when you're done filling them out.
Deleting a user
Go to your Account page (click the circle icon on the top right corner):
In the Manager Users section, click Edit next to the user you wish to delete.
Click Delete on the right side panel (next to the Save/Cancel buttons):
Locking 'staff' users out of your account
Go to your Account page:
From the Manage Access section, clicking Lock All Users Out will stop anyone who is a 'staff' user from logging into your account:
If you enable Lock All Users Out, the button will turn red, and update to say Unlock For All Users:
Now if a 'staff' user tries to login, they'll get the following error:
To let staff users log back in, simply click Unlock For All Users, and they'll have immediate access again!
Come back to the Manage Access section whenever you want to stop 'staff' users from logging into your account.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.