Roles and permissions: who can see what?

In Piyzi permissions are granted to roles rather than directly to a person; you authorise a staff member by assigning them a role. A staff member can have more than one role, and their permissions are the sum of their roles. The business owner can do everything; if you work alone you do not need these screens.

Where roles are managed

In the left menu open My Business → Settings and click the Roles & Permissions card. The page has two lists; each row shows the role name, its badge (Owner, System or Custom) and how many permissions it contains:

• System Roles: İşletme Sahibi (Business Owner), Yönetici (Manager), Personel (Staff) and Muhasebe (Accounting) — role names are shown in Turkish. They are prepared by Piyzi; they cannot be edited or deleted, only copied.

• Company Roles: the roles you created or copied; they can be edited, copied and deleted.

The default roles

• İşletme Sahibi (Business Owner): the role of the person who set up the business; all permissions apply automatically.

• Yönetici (Manager): contains every permission.

• Personel (Staff): for day-to-day work — calendar, appointments, customers, sales cards, using packages, classes and attendance, time block requests and so on. Taking payments (Ödeme alabilir), reports, business settings, role management and leave approval are not included.

• Muhasebe (Accounting): contains expenses, salary and commission, billing details, taxes and payment methods, plus viewing records; it does not include taking payments or reports.

Creating a new role

1. 1

   Open the form

   On the Roles & Permissions page, click New Role at the top right.

2. 2

   Enter the role name

   Role Name is required (e.g. Reception). The name must be unique in your business and can be at most 75 characters.

3. 3

   Choose the permissions

   Permissions are grouped by module (Appointments, Customer, Finance, Calendar...). Open a group and tick permissions one by one, or tick Select All at the top of the group. The badge on the group header shows how many of its permissions are selected, and the counter at the top shows the total. Permission names are shown in Turkish.

4. 4

   Save

   Click Create. The role is added to the Company Roles list.

Starting from a copy of a similar role

Copying a similar role is faster than building one from scratch: in the role's row click ⋮ → Copy and confirm with Copy in the Duplicate Role window. The copy is added to Company Roles with "(Copy)" added to the role name and carries the source role's permissions at that moment. Then, in the copy's row, use ⋮ → Edit to rename it and adjust its permissions, and click Update. Rename the first copy before copying the same role again; otherwise you see "A role with this name already exists." and no copy is made.

• If an instructor should see only their own appointments, sales cards and classes, remove the Herkesin takvimini görebilir (can see everyone's calendar) permission from the Calendar group.

• If reception takes payments, add the Ödeme alabilir (can take payments) permission from the Finance group; the default Personel (Staff) role does not include it.

• The Muhasebe (Accounting) role cannot open the Accounting & Finance menu; for your accountant, copy the Muhasebe role and add the Finansal raporları görebilir (can view financial reports) permission from the Finance group.

• Give whoever approves leave requests the Saat kapatma, izin taleplerini onaylayabilir (can approve time blocks and leave requests) permission from the Calendar group.

• The permissions for the Subscription Management module in the left menu (customer memberships) are under the Access Control heading in the form; the Subscription heading covers your Piyzi subscription (plan and saved cards).

• The Facility Rental, PiLink, Messaging (Inbox and comments) and Piyzi API permissions are listed in groups headed Other in the form.

• The customer note permissions (view, add, edit and delete other people's notes) are in the Customer group, and the note topic permissions under the Note Topics heading; see the Customer notes article for details.

Editing and deleting a role

Only company roles can be edited and deleted. Use ⋮ → Edit to change the name and permissions, then click Update; the change applies to every staff member with that role. To delete a role, click ⋮ → Delete and confirm with Delete in the Delete Role window. If an active staff member uses the role, you see "This role is in use by active staff and cannot be deleted."; give those staff members another role first.

Assigning a role to a staff member

1. 1

   Open the Permissions window

   In My Business → Staff, choose Permissions from the ⋮ menu in the staff member's row. The window opens with the staff member's name and the Role Management title.

2. 2

   Tick the roles

   Select one or more roles from the System Roles and Company Roles lists. The Permissions of the Selected Roles section below updates as you select.

3. 3

   Save

   Click Save. At least one role must be selected.

Rules

• At least one role: you cannot save the Permissions window without a role (staff who cannot sign in are added without one).

• Your own role: you cannot change your own role assignment; another authorised user has to do it.

• The İşletme Sahibi (Business Owner) role: it shows as Cannot be assigned in the Permissions window and cannot be given to another staff member.

• The business owner: the owner's roles cannot be changed, all permissions are assigned automatically, and the owner cannot be removed from the staff list.

• New permissions: when you enable a new module in Pi Store, or when Piyzi adds new permissions, they are not added to the roles you created; edit the role and tick the new permissions. System roles are updated with Piyzi updates, while a copy of a role carries the permissions it had when it was copied.

Who can do this?

Seeing the Roles & Permissions page and the list of permissions needs Rolleri görüntüleyebilir (view roles) in the Roles and Permissions group. Creating, editing, copying and deleting roles needs the Rol oluşturabilir (create), Rolleri düzenleyebilir (edit), Rol kopyalayabilir (copy) and Rol silebilir (delete) permissions. Assigning a role to a staff member needs Çalışan bilgilerini güncelleyebilir (update staff details — for the Permissions item in the menu), Rolleri görüntüleyebilir (view roles) and Çalışanın yetkilerini güncelleyebilir (update staff permissions — to open the window), plus Personele rol atayabilir (assign roles to staff — to save). Role and permission management is available in the web panel only.