Understand roles and permissions
Match Pinsot access to real responsibilities without exposing unnecessary data.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
List the tasks the person must perform.
- 2
Choose the role that covers those tasks with the least extra access.
- 3
Limit location access where the person does not work across the full organization.
- 4
Test the account with the team member present.
- 5
Review access regularly and remove it promptly after offboarding.
The understand roles and permissions workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Permissions protect salon records; they do not define employment status or legal duties.
- Never grant elevated access solely to resolve a temporary workflow problem.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.