Lesson 8 / 124 min read
Roles: separating staff from customers
Two different worlds behind one login: a customer sees their own record, staff see the daily list.
Everyone who signs up to your app has a role. YOU assign it; a user cannot promote themselves, because the role is verified on the server on every request. That lets one app serve both customers and staff.
Three roles
| Typically who | What they see | |
|---|---|---|
| Member | A customer, client or student | Only their own records |
| Staff | An employee, a team member | The daily list, operational screens |
| Admin | You or your partner | Everything inside the app |
How to set it up
- 1Say it while building
"Staff should see the daily appointment list, a customer only their own booking" — the builder lays the screens out accordingly.
- 2Assign the role in the dashboard
Operate → Users: a role picker on each row. The change takes effect immediately.
- 3Try the member view yourself
Open a second account for yourself and leave it as Member — the customer's screen must be COMPLETE on its own, not an empty shell where the staff panel would be.
Key takeaways
- You assign the role; a user cannot promote themselves.
- There are three roles: Member, Staff, Admin.
- Sensitive data lives in the per-user store or the dashboard, not behind a role check.
Related topics
Still stuck? Ask the assistant in the corner, or browse the FAQ.