# Roles and Permissions

Understanding the roles and permissions of team members in Whautomate is essential for efficient collaboration and management within your organization. 

## Team Member Roles

When adding members to your organization, assign them a default role for accessing features inheriting permissions from the organization. 

Choose from roles like Owner, Administrator, Staff/Practitioner, Scheduler, Receptionist, or Accountant/Finance Manager.

<figure><img src="/files/2KU5Q9BDoly77cIELASt" alt=""><figcaption></figcaption></figure>

<details>

<summary><strong>Owner</strong></summary>

The highest level of access, owners have full control and can access all features and functionalities within the Whautomate platform.

</details>

<details>

<summary><strong>Administrator</strong></summary>

Administrators also have extensive access similar to the owner role, but the owner can define specific permissions for accessing certain features.

</details>

<details>

<summary><strong>Staff/Practitioner</strong></summary>

Staff or practitioners can manage clients, appointments, communications, finance, catalogue, and basic settings. However, they restrict access to certain modules such as reports, business/account settings, subscriptions, integrations, and more.

</details>

<details>

<summary><strong>Scheduler</strong></summary>

Schedulers are responsible for managing appointments, clients, contacts, team inbox, team member profiles, availability, and account security settings. However, they are restricted from accessing internal staff/not available for appointments, finance module, catalogue module, and report module.

</details>

<details>

<summary><strong>Receptionist</strong></summary>

Receptionists can handle appointments, clients, communications, catalogue, finance, expenses, team member profiles, availability, and basic settings. However, they are restricted from accessing internal staff/not available for appointments and the report module.

</details>

<details>

<summary><strong>Accountant/Finance Manager</strong></summary>

Accountants or finance managers have access to catalogue, finance, and basic settings. They are restricted from accessing internal staff/not available for appointments, communication module, client module, and client notes module.

</details>

## Team Member Permissions

The Owner and Administrator roles have the ability to configure permissions for accessing specific features for other team member roles.

1. Go to the **Whautomate app** and select the **Team Members** menu option, In the Team Members section, locate the list of active team members.

Make sure to click on the **"Edit"** icon to adjust feature permissions for team members. If you're adding a new team member, you have the option to set up their permissions before sending the invitation.

<figure><img src="/files/tZhQQtW1yLmji7Qx9LKZ" alt=""><figcaption></figcaption></figure>

2. Scroll down to find the **Roles** and **Permissions** section. From there, you can choose the features you wish to disable for specific team members. Options include:

* Internal Staff/Not Available for Appointments
* No Application Access
* No Finance Module Access
* No Catalogue Module Access
* No Communication Module Access
* No Client Module Access
* No Client Notes Module Access
* No Report Module Access

<figure><img src="/files/Hu9Sbz2i1u9YOTp3J7id" alt=""><figcaption></figcaption></figure>

3. Click the **"Save"** button. The particular team member will now be unable to access the marked features. 👇

<figure><img src="/files/eTtrwOKevJYxYzMZA4iH" alt=""><figcaption></figcaption></figure>


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