Branch and service based permissions
Branch-based permissions
You may want to give some users access to only a few branches. For example, you may have global administrators that should have access to all branches, and counter staff who are only working in one or two branches.
Branch permissions in Appointment Manager
In Appointment Manager, users have "read" access to all branches. This means they can see the information for all branches. However, users need specific "write" access to branches to be able to make changes in specific branches, for example manage schedule deviations in resource pools.
The Call Center Staff role and the System Admin role give users access to all branches.
Branch permissions in Visit Manager
In the Visit Manager part of Qmatic Experience Cloud, users can only see and edit information from branches that they are assigned to. However, a few applications are branch agnostic which means that if a user has access to an application that is branch agnostic, the user will see all branches in all applications.
The branch agnostic applications are:
Context Marketing
Business Configuration
Personal Data
System Administration
Notification Admin
Service-based permissions
In your organization, you may have different departments who are responsible for different services. In this case, it can be convenient to give users access to only some services.
Service-based permissions will allow the user to only see and manage the data related to the services the user has access to.
In the Book view, users can only book appointments for the services they have access to. Also, the list of appointments is filtered based on services.
In the Plan view, users see a filtered view of resources based on the services they have access to.
In the Plan view, to gain access tostaffresource pools, users must have permission to all services associated with those resources. To gain access toroomorequipmentresource pools, users only need access to at least one service related to these resources.
In the Appointment Configuration, the lists of services, resource pools and resources are filtered depending on which services the users have access to.
Note
Service-based permissions are only applicable for the roles Call Center Staff and Appointment Manager.
Note
Until the first auth group is mapped to a service, all users have access to all services. Once you map the first auth group, service-based permissions need to be configured for all users with the Call center staff role or Appointment Manager role.