Choosing User/Staff Access or Permissions in your Settings

When adding a User/Staff Member, you can choose how much access you would like to let each of them have to specific parts of RainMaker. Below, I've given you a breakdown of what those User Roles and checkboxes mean!

**If you don't know how to add in a user, click the button below for a tutorial.**

How to Add a New User or Edit an Existing User

When Adding in a User, you will see a page of Checkboxes to allow them access to view and edit different parts of RainMaker:

Here is the Breakdown:

Send New Tasks To Mobile - If you assign a Task for your staff member to complete, either Manually, or in an automated Flow, you can have your RainMaker send them a text message to their mobile number as an added reminder.
When entering the number, make sure not to use dashes or parenthesis!

Instructor View Only - by checking this box, you are choosing to only allow this user the access to log attendance, book appointments, and use the employee time clock. When this box is checked, the User will actually have a completely different interface than a user that does not have it checked.

Add Records - This will allow the staff member to add in Prospects, Members, add programs to students, and take payments in the POS. In oder to see contact profiles, this will need to be checked on.

Edit Records - This will allow the staff member to edit details for contacts (name, address, phone number, rank, style, subscriptions....) and edit their memberships,

Delete Records - This will allow the staff member to delete any records. These can be records associated with your contacts' payments, memberships, waivers, contracts, and more. This will need to be checked to deactivate secondary memberships.

User Role - Each User/Staff member will need to have a User Role chosen. The User Role will determine whether they have access to change settings in your RainMaker account.
Administrator is the only user role that will be able to access the Settings section of your RainMaker or be able to Add/Edit POS Products and POS Setup.
Manager, Program Director, and Instructor User Roles will not have access to the Settings Tabs, or be able to Add/Edit POS Products and POS Setup. There is no difference between access for Manager, Instructor, and Program Director, they are simply titles you can choose from to match what that user's job title is in your business.

View Financials - Checking this box on will allow the User/Staff Member to access the Financial Reporting on your Reports Page, and the past due lists on the Dashboard. It will not disable them from viewing specific students' membership information or payment history.

Adjust Cash Drawer Amounts - This box will allow the User/Staff Member to adjust the cash drawer total through the Point of Sale. So if someone needs to take cash to buy supplies, your cash drawer numbers will be accurate.

Get Email Newsletter - This box will allow this User to receive emails sent through the Email Campaign, if you choose to send to Staff Members when sending the emails.

Create a Calendar for this User - In your Appointment book, if you check this box, there will be an option to add in appointments for this specific User/Staff Member.

Edit Calendar - Checking this box will allow the User/Staff Member to add and edit appointments in the Appointment Book.

View/Edit POS Products - Checking this box will allow the User/Staff Member to view and edit the POS setup in your RainMaker, so they can add or delete products, change prices and inventory numbers and see a list of when each item has been sold and to whom. ***Only Administrators Will Be Able To Do This***

Once choosing your Access, be sure to click the "Update User" button to save any changes!