In order to make Versum easy to set up, convenient and secure, we have employed role-based access control. It means that each employee who signs in to Versum has a user role assigned to their account, allowing him or her to access certain information and features, but not others. 

It is critical that each user signs in to their own account. Owing to that, different access levels can be applied and user activities can be tracked. It also allows you to use advanced security features available in the system, such as customer contact details protection mode or access restriction.

Tip: In order to assign appropriate permission levels to an employee, select the appropriate user type while adding or editing an employee. > More on adding and editing employees


Below you can find detailed information on access levels for particular user roles in Versum:


  Administrator Receptionist Employee extended access Employee basic access
Dashboard
Appointments stats Yes Yes Limited ⁴ Limited ⁴
New customers stats Yes Yes No No
Takings stats Yes No No No
Activity register Yes Limited ⁴ Limited ⁴ Limited ⁴
Upcoming appointments Yes Yes Limited ⁴ Limited ⁴
Cash report Yes Yes No No
Tasks Limited ⁴ Limited ⁴ Limited ⁴ Limited ⁴
Appointment Book
Viewing own appointments Yes Yes Yes Yes
Viewing other employee's appointments Yes Yes Yes No
Adding appointments Yes Limited ¹ Limited ¹ No
Deleting appointments Yes Limited ¹ Limited ¹ No
Editing appointments Yes Limited ¹ Limited ¹ No
Finalising appointments Yes Limited ¹ Limited ¹ No
Customers
Viewing customer data Yes Limited ² Limited ² No
Viewing customer statistics Yes Yes No No
Adding customers Yes Yes Yes No
Deleting customers Yes Yes Yes No
Editing customers Yes Limited ¹ Limited ¹ No
Adding customer groups Yes Yes No No
Deleting customer groups Yes Yes No No
Editing customer groups Yes Yes No No
Filters Yes Limited ³ Limited ³ No
Services
Viewing services Yes Yes Yes Yes
Adding services Yes Yes No No
Deleting services Yes Yes No No
Editing services Yes Yes No No
Adding categories Yes Yes No No
Deleting categories Yes Yes No No
Editing categories Yes Yes No No
Employees
Viewing employee data Yes Yes Yes Limited ⁴
Viewing others employees' appointment history Yes Yes Yes Limited ⁴
Viewing employee schedules Yes Yes Yes Limited ⁴
Setting employee schedules Yes Yes No No
Adding employees Yes No No No
Deleting employees Yes No No No
Editing employees Yes Limited ⁵ Limited ⁵ Limited ⁵
Editing the display order in the appt. book Yes Yes No No
Statistics
Viewing the financial report Yes Limited ⁶ No No
Viewing employee statistics Yes Limited ⁶ No No
Viewing service statistics Yes Limited ⁶ No No
Viewing employee commission Yes No No No
Viewing the cash report Yes Limited ⁶ Limited ⁴,⁶ No
Adding outflows and inflows Yes Yes Yes No
Deleting outflows and inflows Yes No No No
Communication
Viewing communication history Yes Yes Yes No
Sending bulk email messages Yes Yes No No
Sending bulk text messages Yes Yes No No
Sending single email messages Yes Yes Yes No
Sending single text messages Yes Yes Yes No
Viewing message templates Yes Yes Yes No
Adding message templates Yes Yes No No
Deleting message templates Yes Yes No No
Editing message templates Yes Yes No No
Inventory
Viewing product details Yes Yes Yes No
Adding products Yes Yes Yes No
Deleting products Yes Yes Yes No
Editing products Yes Limited ⁷ Limited ⁷ No
Adding product usage Yes Yes Yes No
Deleting product usage Yes Yes No No
Editing product usage Yes Yes Yes No
Adding product sales Yes Yes Yes No
Deleting product sales Yes Yes No No
Editing product sales Yes Yes Yes No
Adding deliveries Yes Yes Yes No
Deleting deliveries Yes No No No
Editing deliveries Yes Yes Yes No
Viewing stock value Yes No No No
Viewing low stock level products Yes Yes Yes No
Adding suppliers Yes Yes Yes No
Deleting suppliers Yes Yes Yes No
Editing suppliers Yes Yes Yes No
Adding manufacturers Yes Yes Yes No
Deleting manufacturers Yes Yes Yes No
Editing manufacturers Yes Yes Yes No
Settings
Appointment book configuration Yes No No No
Employee schedules configuration Yes Yes No No
Opening hours configuration Yes Yes No No
Reminders configuration Yes No No No
Online booking configuration Yes No No No
Group buying configuration Yes No No No
Appointment labels configuration Yes Yes No No
Customer data protection configuration Yes No No No
Notifications configuration Yes No No No
Payment plan and invoices Yes No No No
Versum Partner Program Yes Yes Yes Yes


Restrictions:


¹ Can be limited to the present day
² Customers' contact details may be hidden
³ No access to the financial data
⁴ Employess can view only their own data
⁵ Employess can edit only their own data

⁶ Only present-day stats are available
⁷ Cannot delete products