Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: How to manage staff roles and privileges ## METADATA - id: 3eoRillAQndtgZUa3swCAw - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=0 text: Assigning roles and privileges is a crucial step before adding your staff to Kenko. - time: 00:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=5 text: This ensures every staff member has the right level of access inside the CRM. Nothing more. Nothing less. - time: 00:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=11 text: To get started, go to Settings Roles & Privileges. - time: 00:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=14 text: Roles and privileges. - time: 00:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=17 text: Before we dive in, remember setting up roles happens in two steps. - time: 00:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=22 text: First, edit or create the roles and define the permissions for each role. - time: 00:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=27 text: Second, assign those roles to your staff members. - time: 00:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=31 text: Let's start with step one. - time: 00:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=33 text: When you open the roles and privileges settings, you'll see several default roles. - time: 00:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=38 text: You can edit any of them or click add new role to create a new one. - time: 00:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=43 text: Let's click edit to go through each of the permissions in detail. - time: 00:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=47 text: Contact and POS access. - time: 00:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=50 text: Allow staff to view customer details and make sales through the point of sale. - time: 00:55 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=55 text: Example, enable for front desk or sales staff. - time: 00:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=59 text: Show contact details. - time: 01:01 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=61 text: Controls whether staff can view personal data like email or phone number. - time: 01:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=66 text: Example, enable for operations, - time: 01:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=68 text: disable for part time instructors to maintain privacy. - time: 01:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=72 text: Calendar access, - time: 01:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=74 text: allows viewing and editing of events on the calendar. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=77 text: Example, enable for managers and front desk, disable for financial analyst, - time: 01:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=84 text: Tasks, - time: 01:26 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=86 text: controls who can create, edit, or manage tasks. - time: 01:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=90 text: Marketing. - time: 01:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=92 text: Enable this for staff who manage marketing campaigns and automations. - time: 01:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=96 text: Example, enable for admin or marketing coordinator, - time: 01:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=99 text: disable for instructors. - time: 01:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=101 text: Reports, - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=103 text: manage who can view analytics and business insights. - time: 01:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=107 text: Example, enable for owners or managers, disable for instructors. - time: 01:52 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=112 text: Delete events. - time: 01:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=114 text: Only allow select staff members access to delete classes, appointments, or courses from the calendar. - time: 02:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=120 text: Example, enable for admin or studio manager. - time: 02:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=124 text: Manage substitution requests, - time: 02:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=127 text: useful for whoever coordinates event substitutions. - time: 02:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=131 text: Example, enable for front desk and instructors. - time: 02:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=138 text: Access to settings - time: 02:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=140 text: includes access to the entire general settings section, including taxes, waivers, payments, design settings, - time: 02:26 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=146 text: and more. - time: 02:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=148 text: Example, - time: 02:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=149 text: restrict to owner or admin only. - time: 02:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=152 text: Set up. - time: 02:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=153 text: Controls who can create memberships, class schedules, appointments, courses, - time: 02:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=158 text: payroll, etcetera. - time: 02:40 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=160 text: Example, enable for admin or front desk. - time: 02:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=164 text: Add new staff. - time: 02:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=166 text: Example. Enable for owners or front desk. - time: 02:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=170 text: Staff attendance. - time: 02:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=171 text: Controls who can clock in/out staff or manage their attendance. - time: 02:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=176 text: Example, - time: 02:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=177 text: enable for front desk. - time: 02:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=179 text: Roles and privileges. - time: 03:01 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=181 text: That is this section. - time: 03:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=184 text: Example, restrict to admin roles. - time: 03:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=187 text: Account and billing. - time: 03:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=189 text: Controls access to your Kenko subscription and billing details. - time: 03:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=193 text: Example, - time: 03:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=194 text: restrict to owner or financial manager. - time: 03:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=197 text: Inbox, - time: 03:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=199 text: decide who can read and respond to customer messages. - time: 03:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=203 text: Example, enable for front desk, disable for instructors. - time: 03:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=208 text: Website builder. - time: 03:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=210 text: Example, enable only for staff responsible for your website. - time: 03:34 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=214 text: Finally, business app permissions. - time: 03:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=217 text: Control who can add or edit events from the business app. - time: 03:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=221 text: And whether a staff member can see only their own classes or all instructor's classes. - time: 03:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=226 text: Example, allow all instructor visibility only for front desk. - time: 03:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=231 text: Once you've adjusted the permissions, click save changes. - time: 03:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=238 text: Go ahead and edit the permissions for each role before moving on to step two. - time: 04:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=244 text: Now, you can assign these roles to your staff. - time: 04:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=247 text: You can do so from right here by clicking on accounts against each role. - time: 04:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=254 text: You can either update permissions for staff. - time: 04:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=259 text: Or click on add account to assign the role to a new staff member. - time: 04:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=265 text: Simply select the staff. - time: 04:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=269 text: And hit save changes. - time: 04:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=275 text: Alternatively, - time: 04:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=276 text: you can also assign roles by heading to setup. - time: 04:40 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=280 text: Staff. - time: 04:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=284 text: Here, click on any staff. - time: 04:48 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=288 text: Head to profile. - time: 04:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=291 text: Click edit profile. - time: 04:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=294 text: And select the role to be assigned from those you just created under roles and privileges. - time: 05:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=300 text: And that's it. - time: 05:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=302 text: With roles and privileges set up correctly, every team member will have exactly the access they need, helping you maintain - time: 05:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges?start_time=308 text: security, accuracy, and smooth operations across your entire studio. ## SUMMARY # Assigning Roles and Privileges in Kenko Assigning roles and privileges is a crucial step before adding your staff to Kenko. This ensures every staff member has the right level of access inside the CRM, nothing more, nothing less. ## Getting Started To get started, go to **Settings** , then **Roles and Privileges**. Setting up roles happens in two steps: 1. Edit or create the roles and define the permissions for each role. 2. Assign those roles to your staff members. ## Step 1: Define Roles and Permissions When you open the Roles and Privileges settings, you'll see several default roles. You can edit any of them or click **Add New Role** to create a new one. Let's click **Edit** to go through each of the permissions in detail: - **Contacts and POS Access:** Allow staff to view customer details and make sales. Example: Enable for front desk or sales staff. - **Show Contact Details:** Controls whether staff can view personal data like email or phone number. Example: Enable for operations, disable for part-time instructors to maintain privacy. - **Calendar Access:** Allows viewing and editing of events on the calendar. Example: Enable for managers and front desk, disable for financial analyst. - **Tasks:** Controls who can create, edit, or manage tasks. - **Marketing:** Enable this for staff who manage marketing campaigns and automations. Example: Enable for admin or marketing coordinator, disable for instructors. - **Reports:** Manage who can view analytics and business insights. Example: Enable for owners or managers, disable for instructors. - **Delete Events:** Only allow select staff members access to delete classes, appointments, or courses from the calendar. Example: Enable for admin or studio manager. - **Manage Substitution Requests:** Useful for whoever coordinates event substitutions. Example: Enable for front desk and instructors. - **Access to Settings:** Includes access to the entire general settings section, including taxes, waivers, payments, design settings, and more. Example: Restrict to owner or admin only. - **Setup:** Controls who can create memberships, class schedules, appointments, courses, payroll, etc. Example: Enable for admin or front desk. - **Add New Staff:** Example: Enable for owners or front desk. - **Staff Attendance:** Controls who can clock in/out staff or manage their attendance. Example: Enable for front desk. - **Roles and Privileges:** This section. Example: Restrict to admin roles. - **Account and Billing:** Controls access to your Kenko subscription and billing details. Example: Restrict to owner or financial manager. - **Inbox:** Decide who can read and respond to customer messages. Example: Enable for front desk, disable for instructors. - **Website Builder:** Example: Enable only for staff responsible for your website. - **Business App Permissions:** Control who can add or edit events from the business app. Example: Allow all instructor visibility only for front desk. Once you've adjusted the permissions, click **Save Changes**. Go ahead and edit the permissions for each role before moving on to step two. ## Step 2: Assign Roles to Staff Now, you can assign these roles to your staff. You can do so from right here by clicking on **Accounts** against each role. You can either update permissions for staff or click on **Add Account** to assign the role to a new staff member. Simply select the staff and hit **Save Changes**. Alternatively, you can also assign roles by heading to **Setup** \> **Staff**. Here, click on any staff, head to **Profile** , click **Edit Profile** , and select the role to be assigned from those you just created under Roles and Privileges. ## Conclusion With Roles and Privileges set up correctly, every team member will have exactly the access they need, helping you maintain security, accuracy, and smooth operations across your entire studio.