Members and roles — everyone sees what concerns them, not the whole business
Owner, manager or staff: each role gives precise access, not the same for everyone.
The problem
A growing team quickly runs into the same question. Who should see the business's figures? Who should just manage their own diary?
Giving everyone the same access is like handing the same keys to an intern and to the manager.
Restricting access by hand, function by function, doesn't hold up once the team passes two or three members.
A role fixes once and for all what a person can do.
Without Kagenda
Every new member has access to everything, including billing, for lack of a simple way to restrict it.
With Kagenda
The staff role gives access to the diary and clients, not to billing or account settings.
How it works in Kagenda
Three roles cover most teams.
- You choose a role when invitingOwner, manager or staff. You can change it afterwards at any time.
- The role opens up precise accessEach role decides what it sees and can change.
- Access follows the role, not the personChanging the role instantly changes what a member can do.
Team roles
- Owner — full access
- Manager — oversight
- Staff — diary and clients
In practice
- 1
An intern on staff
Manages their own diary and clients, without access to payment settings.
Staff roleDiary and clients, not settings - 2
A manager who oversees
Sees the whole team's activity, but can't change the offer.
ManagervsOwner - 3
A role that changes with the position
A promotion changes the role, not each access one by one.
StaffManager
Frequently asked questions
How many roles are there?
Three: owner, manager and staff.
Can a role's access be customized?
Not yet. Access is fixed per role.
Does staff see other members' appointments?
That depends on the diary-sharing setting, not the role.
Can a member's role be changed afterwards?
Yes, at any time, from the team settings.
