Table of Contents

Understanding user roles and permissions

As a JRNI user with Owner access, you have the ability to add new users from your organization to your JRNI account. In doing this, you can assign their role type and define what those users can see and do with their access.

User role types

Take a look at the breakdown of each role type and their key permissions below:

Owner

  • Full administration rights
  • Ability to create and manage new users
  • Ability to access and edit everything, including; company information, payments, and account settings

Administrator

  • Full administration rights, as per Owner, with the following exceptions;

Cannot:

  • Create new users
  • Access / edit Business tab (such as company information)
  • Access / edit Basic Settings and Advanced Settings (includes settings such as notifications, API, pricing, integrations, and payments)

User

Can access two key menus; Home and Your Business which include the following tabs:

  • Calendar
  • Agenda
  • Check in
  • Customers (create and view)
  • Create, edit or delete categories

Cannot:

  • Create, edit or delete Services
  • Create, edit or delete Staff
  • Create or edit Staff Schedules
  • Edit Staff What & Where settings
  • Create new users
  • Access any other menu items available to Administrator or Owner
Users can be enabled to create, edit and delete their own schedules when their user role is linked to a staff. Under "Assigning a role to a user" (section 4), this article describes how to link a user to a staff.

User Plus (New)

Can access two key menus; Home and Your Business which include the following tabs:

  • Calendar
  • Agenda
  • Check in
  • Customers (create and view
  • Services
  • Staff
  • Create, edit or delete Staff Schedules

Cannot:

  • Create, edit or delete Services
  • Create, edit or delete Staff
  • Edit Staff What & Where settings
  • Create new users
  • Create, edit or delete categories
  • Access any other menu items available to Administrator or Owner

A User Plus role can only create, edit and delete schedules when the User has been assigned to a staff member. The section "Assigning a role to a user" below describes how to link a user and role.

Manager (New)

Can access two key menus; Home and Your Business which include the following tabs:

  • Calendar
  • Agenda
  • Check in
  • Customers (create and view)
  • Services
  • Staff
  • Create, edit or delete Staff Schedules
  • Edit Staff What & Where settings

Cannot:

  • Create, edit or delete categories
  • Create, edit or delete Services
  • Create, edit or delete Staff
  • Create new users
  • Access any other menu items available to Administrator or Owner

Call Center

  • Access to dedicated Call Center page only
  • Ability to search, make, move, and cancel bookings across multiple locations

Visit our Call Center guide to learn more about exactly what a Call Center user can do.

Configuration management by role

The table below gives a high-level overview of which role types are capable of managing configurations/settings (e.g., add, edit, delete), and indicates where roles will have restricted management capabilities (such as read-only). 

Owner

Admin

User

User Plus

Manager

Call Center

Customer management

✅

✅

✅

✅

✅

✅

Booking management

✅

✅

✅

✅

✅

✅

Check-in management

✅

✅

✅

✅

✅

❌

Resource management

✅

✅

❌

❌

❌

❌

View Services

✅

✅

❌

✅

✅

❌

Edit services

✅

✅

❌

❌

❌

❌

View Staff

✅

✅

❌*

✅ *

✅

❌

Edit Staff (what & where)

✅

✅

❌

❌

✅

❌

Edit schedules

✅

✅

❌

✅

✅

❌

Event management

✅

✅

❌

❌

❌

❌

Integration management

✅

❌

❌

❌

❌

❌

*depends on if the user is assigned to a staff member

Company hierarchy and role types

User access to JRNI is controlled by the locations assigned to the user, and so it’s important to consider your company’s specific hierarchy when creating new users. This enables you to determine whether a user has access to the entire company (including all locations), or to selected locations only.

Though each company can differ, a common setup might have a Parent company at the highest level (to represent the whole organization), followed by downstream Child companies (to represent the individual locations of the organization).

To check how your specific company hierarchy has been set up with JRNI, contact our Support team who will be able to provide you with your JRNI Configuration Diagram.

Company-wide access at Parent level

Any of the above roles can be set up at the Parent company, causing them to filter down to each Child location with the same access. For example, if you create a new user with the Owner role at a Parent company, they will maintain the same Owner role at all other Child locations too.

Location specific access at Child level

You can also grant access to specific locations separately. For example, you could create a new user who is an Owner at one location, an Administrator at another and a User at another. You can do this by creating and assigning the user role at each Child location.

Assigning a role to a user

JRNI users with the role Owner assigned are able to create and manage new users.

To create a new user and assign their role, follow the steps below:

  1. Log into your JRNI account.
  2. Click your username from the top, and select Manage Users.
  3. Whether you are editing an existing user, or creating a new one, click the Role dropdown and select one of the following:
    1. Owner
    2. Administrator
    3. User
    4. Call Center
  4. Use the Person dropdown to limit the staff member this user has access to. For example, you may wish to limit a user to view/manage their own staff calendar and bookings only.
  5. Use the Group dropdown to select any pre-made staff groups they can access. With the group calendar enabled, this will only show staff that belong to the same group as the user is assigned to.
  6. Enter a Password for the user and click Create to finish.
Tip: using the JRNI API? You can also manage user access via the Administrator API calls

FAQs and Troubleshooting

Creating users for multi-location staff?

If you have a staff member who conducts appointments across multiple (but not all) locations, you can limit their access to each by creating separate users for them at the required Child locations. That way, you avoid creating a single user for them at the Parent level, which enables their access to cascade to all locations.

Still have questions?

If you have any questions about user roles and their permissions, contact our Support team on es@jrni.com, who will be happy to help.

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