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Setting up the roles

Manage who can access what with customizable roles and permissions.

Written by Dominik

Who gets the keys to what? 🔑 Roles let you control what each member of your team can see and do in Noona. Whether you run a solo operation or manage a large team, the right permissions keep everything running smoothly and securely.


👑 Default roles

Owner

  • Full access to all areas of the system

  • Can manage billing, staff, services, and other owners

  • Every business must have at least one owner, but can have multiple

Staff Member

  • Limited access based on permissions set by the owner

  • Typically cannot change roles or billing settings

  • Their permissions can be customized under Settings → Roles (if their current role allows it)

🔄 How to change someone's role

Has a team member taken on new responsibilities? Updating their role takes just a moment.

  1. Go to Staff.

  2. Select the staff member.

  3. Click on Role.

  4. Choose the new role.


🛠️ Adding and customizing roles

Need something more tailored? You can create custom roles for team members who need specific access. For example:

  • A Receptionist who manages appointments but not finances

  • An Accountant who sees invoices but not the calendar

How to add a custom role

  1. Go to Settings → Roles.

  2. Click "+ New Role".

  3. Set the name and select the specific permissions for that role.

  4. Assign it to the appropriate staff member(s).


That's it! 🎉

Your team now has exactly the access they need, no more and no less. You can come back and adjust the roles anytime as your business grows. 🙌


🤕 Need help?

If you have any questions, feel free to contact us via the chat bubble 😊

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