A role is a set of permissions that determines what a staff member can do in Momence, such as selling something for free or creating a subscription. Momence includes default roles, and you can create custom roles for your team. Assign each staff member a role when you add them, and change it any time.
Before You Start
You need permission to manage staff accounts. If you don’t see Staff Management under Settings, ask your manager for upgraded permissions. If you’re an admin and still don’t see it, your Momence plan may not include it.
Staff assigned a role that can manage Inbox, staff accounts, staff roles, or billing must use two-factor authentication to log in. For setup steps, see How to Use 2-Factor Authentication With Momence.
Assign a Role When You Add Staff
Click Settings, then under Staff Management, click Staff Accounts.
Click Create new staff.
Enter the staff member’s information.
Select a role. The role descriptions on the right give a general overview of what each role can do.
Click Create.
The staff member receives an email at the address you entered, which prompts them to set their password.
Change an Existing Staff Member’s Role
Click Settings > Staff Accounts.
Locate the staff member. The Roles column shows their current role.
Click the dropdown menu to the right of their name, then click Edit Staff Roles.
Select the role or roles to assign; you can assign more than one role type.
Click Save.
Assign Roles to Several Staff at Once
Click Settings > Staff Management > Roles.
On the Staff Account Roles page, click the icon with the number of staff members assigned.
Select Assign Staff, search for Existing Staff, or create New Staff members to assign.
You can also remove a role from existing staff from this page by ticking the box that appears next to their name. This does not delete the staff member, only removes the role's abilities from their login.
Create or Edit a Role
To create a custom role, such as Front Desk Plus, or edit a default role, see Custom roles.
Roles That Affect Scheduling
To assign a staff member as the teacher on a class, they need the Teacher role. If a teacher doesn’t appear when you assign one, check their Roles column under Settings > Staff Accounts.