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Roles and permissions

Updated over a week ago

With roles and permissions you can determine how much access each staff member has at your business.

Admin

  • Inbox:

  • POS: ✓ (Full)

  • Schedule: Full access

    • Export information

    • Create: Add classes

    • Read: View classes

    • Update: Change classes

    • Delete: Delete classes

  • Clients: Full (refunds: all, notes: all, timeline)

  • Marketing / Automation: Full (automations, broadcasts, referrals, etc.)

  • Reports / Analytics: Full (Reports, Reports V2, Analytics V2)

  • Settings / Team / Payroll: Full (settings, team, pay rates, payroll, accounting)


Manager

  • Inbox:

  • POS: ✓ (Full)

  • Schedule: Full access

    • Export information

    • Create: Add classes

    • Read: View classes

    • Update: Change classes

    • Delete: Delete classes

  • Clients: Full

  • Marketing / Automation: ✓ (automations, broadcasts, leads, referrals, testimonials, emails)

  • Reports / Analytics: — (disabled)

  • Settings / Team / Payroll: Broad access (includes pay rates & payroll reporting)


Manager (No Payroll)

  • Inbox:

  • POS: ✓ (Full)

  • Schedule: Full access

    • Export information

    • Create: Add classes

    • Read: View classes

    • Update: Change classes

    • Delete: Delete classes

  • Clients: Full

  • Marketing / Automation: ✓ (automations, broadcasts, referrals, testimonials, emails)

  • Reports / Analytics: — (disabled)

  • Settings / Team / Payroll: Payroll disabled; Segments ✓


Franchisee

  • Inbox:

  • POS: ✓ (Full)

  • Schedule: Full access

    • Export information

    • Create: Add classes

    • Read: View classes

    • Update: Change classes

    • Delete: Delete classes

  • Clients: Full

  • Marketing / Automation: ✓ (automations & broadcasts)

  • Reports / Analytics: Full (Reports, Reports V2, Analytics V2)

  • Settings / Team / Payroll: Limited settings; front desk reporting; payroll mostly disabled


Front Desk

  • Inbox:

  • POS: ✓ (Full)

  • Schedule:

    • Classes: View only

    • Appointments: Full

    • Events: View only

    • Reservations: Full

  • Clients: Full (refunds: all, notes: all; no timeline)

  • Marketing / Automation:

  • Reports / Analytics: Limited (specific reports only; no export, favorites, or row actions)

  • Settings / Team / Payroll: Front desk reporting; team mostly off; time cards: create only


Guest

  • Inbox:

  • POS:

  • Schedule: View own schedule; manage own future reservations

  • Clients: — (client notes)

  • Marketing / Automation:

  • Reports / Analytics:

  • Settings / Team / Payroll: Self only (time cards); block payments


Have feedback on how we can make permissions better? Let us know 🙂

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