Setting up Security for Users on SalonIQ

This guide will advise you the options you have available for each security setting within SalonIQ.

How to add a new user

Multi Salon Access

How to set up your mini Dashboard

Adding a new user to SalonIQ

To access your security settings for each user go to Menu > Security > Users > Add user

You will then need to enter the following information for the new user

Username - This is what you will use to log into SalonIQ
First Name
Surname
Email Address
Password - This must be between 6-15 characters long and contain 1 uppercase, 1 lower case and 1 digit)
Passcode - This must be a minimum of 4 digits in length

Screenshot 2022-04-14 at 12.12.23

Once you have enter the users details in the profile tab, you are now ready to select the user roles for these user.

Function	Description
Access
Access System From Anywhere	Allows the user to access the system away from the salon, this does not include Hub access which only allows the user access to their individual appointment coloum
Admin Manager	Full System access
User Manager	Access to security settings & full list of users including passwords
Hub Enabled	Access on mobile devices for team members

Clients
Allow SMS to Client	Gives the user the ability to text a client directly from the individual client record card
Automation	Marketing
Delete Client Notes	Ability to remove individual client colour notes
Group Salon Selections	Gives access to lists of clients generated through marketing across all salons
Points Administrator	Where loyalty points are active gives the user the option manually edit the clients points total
Remove In Salon Clients	Ability to delete a client from the in-salon client screen
Show Address	When selected gives the user access to contact info
Show Email Address	When selected gives the user access to contact info
Show Telephone Numbers	When selected gives the user access to contact info
HUB
Authorise Device	Allows the user to authorise a device
Ecom User	Ability to setup and access the Ecomm feature
Payroll User	Ability to access payroll information for each team member
Proximity User	When this is enabled, the team member will be able to have access on their phone within the salon. Once they leave the location of the salon the user will then only have read access only. The device does not need to be authorised for this to be enabled. The user will also need to have location setting active on their mobile. This can be found in their mobile settings.
Show Mini Dashboard	Will show mini dashboard when user logs in and from the team members appointment book
Timesheet User	Allows the user to edit and track time sheets
View all Team Members	Ability to view all team members within the system
Product Service
Product Admin
Purchase Authorise	Ability to view and authorise a purchase order
Purchase Orders	Ability to create a purchase order
Service Admin	Allows the user to access and setup the service menu
Stock	Ability to view and edit the stock including reports
Appointments
Appointment Books	Gives the user the ability to setup multiple appointment books in the same salon, ie stylist/junior/beauty separate appointment books
Stretch Appointment	Extend or decrease the legth of the appointment
Update Appointment	Make changes to an existing appointment, cancel, reschedule, no-show - Last Activity is tracked
Update Bookouts	Add or edit tasks such as Lunch, meetings etc
Team
Commisions	Setup Commision
Rostering	Apply rosters to a team member, also includes editing rosters, holiday and sick bookouts
Team Member Manager	Add new team members, adjust team pricing & times
Till
Delete Bills	Deletes a completed transaction
Edit Bill	Ability to make changes to a completed transaction, typically payment types
End of day	cashing up
Giftcard Change Price	Gives the abilty to sell a gift voucher and adjust the money received, for example a voucher given to charity casn be processed with a value and sold for £0
No Sale	Opens the till independent of taking a bill
Petty Cash	Allows you to process a petty cash payment through the system
Price Overide	Change the price on the till, is tracked using price overide report
Show Bill finder	Shows all previous transactions entered on the system
Product/Service
Product Admin	abiltiy to add/remove or update retail/salon use
Service Admin	As above for service setup
Stock Control	Gives access to the stock dashboard including goods movement & stock take
Purchase Orders	Re-order products
Promotion Admin	Ability to add or edit client promotions (discount setup)
Reporting
Reports	Access to the full suite of products in salon iq (only available in salons the user is activated)
Show Group Salon Reports	Access to reports across the full group
Salon Dashboard	Shows salon takings and displays performance in a range of KPI's across all salons where the user has been given access to the salon
Team Dashboard	As above but per team member

Salon Access

Each user has the option to access more than one salon if you are a multi-site.

To give access to multiple salons click on the Salons tab within the user setup and switch the toggle from grey to green > Click Save

How to set up your mini dashboard

You can choose if you want the team members Dashboard to automatically load when logging into SalonIQ.

Menu > Settings > Team Members > Team Members > Open Team Member > Toggle to green will show the mini dashboard when you log in. Toggle to grey will stop the dashboard loading on log in.

When the toggle is turned off the team member will still be able to view their mini dashboard by clicking on their name on the appointment screen and show my dashboard.

New Feature - Your passwords are now more secure. Team Members password will now only be shown when clicking on the eye symbol.

For any questions regarding user security, please email help@saloniq.com or call 01892 280123 opt.1