Create permission roles
Learn how to create custom permission roles for different team levels, allowing you to further customize each team member’s access to your business workspace.
How permissions work
Permission roles define what each team member can access and perform in your workspace. Each role includes a set of permissions organized by area, which you can enable or disable to match the responsibilities of that role.
Each workspace comes with templated permission roles to help you get started. You can edit these roles or create your own to match the structure of your business. Once a permission role is assigned to a team member, they will only be able to access the features allowed by that role.
Permissions are organized into the following areas:
Calendar: Controls access to appointments and blocked time, and whether a team member can manage only their own calendar or all team calendars.
Sales: Includes permissions for processing sales, issuing refunds, and applying discounts.
Clients: Controls whether a team member can view full client details or client names only.
Reports: Determines whether a team member can view reports for the whole team or only their own performance.
Team: Manages access to team settings, including the ability to set commissions.
Catalog: Controls whether a team member can view or manage services, packages, products, and pricing.
Online profile: Allows a team member to view or edit the workspace’s online booking profile.
Marketing: Controls access to marketing tools, including campaigns and promotions.
Payments and wallet: Manages access to payment settings and wallet features.
Workspace: Controls access to workspace settings, such as business details and location configuration.
Create a permission role
- From the main menu on the left of your screen, go to Settings.
- Click on the Team category to access permission settings.
- In the left menu panel, select Permission roles, and click on the Add button in the top right of your screen to create a new role.
- Enter the name of the permission role (for example, Manager). Click Continue in the top right of your screen to proceed to the next step.
- Next, choose which permission areas the role can access. Untick any areas you want to remove access from.
- In the left menu, select each permission area to customize its access settings. A green dot next to an area indicates that the role currently has full access.
- Click Continue in the top right of your screen to proceed to the next step.
- Next, assign team members to the permission role. Use the search bar to find a team member, then tick the checkbox next to their name.
- Click Save in the top right of your screen to proceed to create your permission role.
After you create a permission role, it will appear in your permission role list with a brief overview of its access areas, along with any team members assigned to the role.
FAQs
There's no limit on the number of permission roles you can create. You can manage your team permission roles at any time.
Only the business owner or team members with the Can manage permission levels permission enabled can define or edit permission roles. Team members without this access can’t change permissions for themselves or others.
To remove team member access from client information, untoggle the Client category in their assigned permission role. You can tick the checkbox next to specific areas that the team member can view, depending on their daily tasks.