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Understand Staff Roles and Permissions

Updated over 3 months ago

When adding a new staff member in Walla, you can decide what roles they are assigned by location under their Staff Profile. Permission settings for each role are set under Staff Permissions found under Business Settings.

Assign Staff Permissions

When you add a new staff member to the software, you will choose their Staff Role and the locations their Role is associated with. To add or edit staff roles, please follow these steps:

  1. From the main navigation menu select Staff Center

  2. Choose Staff

  3. Select the staff member profile you want to edit

  4. Select the Sensitive Info tab

  5. Choose the edit pencil in the box titled Permissions

  6. Select a role to assign to the staff member

  7. Choose a location

  8. Save

If you have multiple locations you can also assign role permissions based on location. For example, if you have a staff member that is an instructor at one location but works the front desk and teaches at another location, you can customize different permissions based on needs.

No Access Permission

If you do not want to allow your staff member to log in to Walla, but you want to be able to schedule them for services you can use the No Access Permission group.

  1. From the main navigation menu select Staff Center

  2. Choose Staff

  3. Select the staff member profile you want to edit

  4. Select the Sensitive Info tab

  5. Choose the edit pencil in the box titled Permissions

  6. Select the No Access permission group

  7. Remove all other assigned permission groups

  8. Save

Staff Permission Groups

Every staff member has a permission group assigned, and your user group determines your ability to perform a function in the software. Software access is divided into seven permission groups and six of the seven roles have customizable settings.

Staff Permission Groups (Single, Multi-Location Non-Franchise)

  • Owner

  • Business Manager

  • Manager

  • Location Manager

  • Instructor

  • Front Staff

  • No Access (Is pre-set and not customizable)

Staff Permission Groups Franchise

  • Owner

  • Business Manager

  • Franchise Owner

  • Manager

  • Instructor

  • Front Desk

  • No Access (Is pre-set and not customizable

How to Determine the Right Staff Permission

When trying to figure out which permission controls a specific action, the most effective approach is usually controlled trial and error.

Recommended testing method:

  • Use two browsers (or an incognito window).

  • Stay logged in as a Manager in one browser.

  • Log in as the staff member or test staff account of the corresponding permission group in the other browser.

  • Enable or disable permissions incrementally.

  • Refresh the staff view after changes to confirm what access is gained or restricted.

This method helps isolate which permission is responsible and avoids making broad changes without understanding their impact. If you work through the full list and the behavior still doesn’t line up, that’s a good indicator there may not be a permission controlling that action, or that you’ve uncovered a limitation or potential gap worth flagging.

That said, if this is a one-off situation and not something staff will need to do regularly, these alternatives can save time:

  • Manager-assisted actions: Have the staff member message a Manager with the requested change so the Manager can complete it on their behalf.

  • Temporary elevated access: Temporarily grant Manager-level access to the staff member who needs to complete the task, then revert them back once finished. This is often the quickest option and avoids permanent permission changes.

These approaches are especially useful when the task doesn’t justify ongoing access or a broader permission update.

FAQ

Can there be more than one user listed as the Owner under Business Settings?

Only one login can be designated as the owner with access to Company Info. Giving the husband Business Manager permissions would provide him with a similar level of access, except for Company Info.

How do I immediately remove access to Walla for a staff member?

If you need to remove access and log a staff member out of Walla you can change their staff permission level to No Access.

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