Note: Not seeing this version of permission groups yet? No worries, it’ll be released to you soon. For now, reference the Privilege groups article.
Overview
Every Boulevard user is assigned to a permission group (formerly “privilege group”) that controls what they can see and do in the Boulevard dashboard and professional app. Default groups include Admin, Location Manager, Front Desk, and Service Provider—with Admin having full access and others offering more limited permissions.
You can create custom groups or edit the defaults to manage staff access in your workspace.
Creating a permission group
In Business settings (gear icon), click Permission groups to view your groups, see how many staff are assigned to each, and edit, duplicate, or delete them. To create a new group, click Create permission group.
Name the group, give it a brief description, and apply IP restrictions (if desired). Check out this article for more on setting up approved IP addresses in Security.
To assign permissions that impact staff access to all locations across your business, toggle on “Allow business-wide permissions”.
Use the categories or search bar to find specific permissions. Some permissions depend on others being enabled. When you're done, click Save. Your new group will appear alphabetically in the group list. For details on each permission, see the Permissions glossary below.
Note: Permissions control staff access to both the Boulevard dashboard and Professional App.
Editing, duplicating, deleting groups
To edit, duplicate, or delete a permission group, click the three-dot menu next to the group in the list.
Note: When deleting a permission group, you will be prompted to reassign staff within that group, to a new group prior to deletion.
Assigning staff to permission groups
A staff member’s permission group is assigned or modified in the staff profile. Select the desired Permission group from the dropdown, then Save Changes.
If you are duplicating services and roles from an existing staff, the permission group and staff role will automatically populate.
Permissions glossary
Business setup
Permission name | Description | Dependencies |
Business manager | Access to all main business settings (gear icon).
Staff can sign into the dashboard and make changes across all locations. |
|
Location manager | Edit individual location details, staff, products, ratings, and ‘other’ payment types.
Staff can sign into the dashboard and make changes to assigned locations only. Without Business manager access, they can’t make global changes. |
|
Manage billing | View business and location Boulevard invoices, manage billing, contacts and payment methods.
| Must have Business manager or Location manager permission to view business / location invoices, respectively. |
Payment processing | Allow access to merchant details for assigned location.
Can view and make changes to all merchants for specific location(s). |
|
Manage agreements | View, confirm, or terminate legal agreements in the Security tab.
Owner or admin can “agree” to the BAA within the dashboard. Clicking “accept” allows the PDF BAA to be printed. | Owner or admin credentials are required.
|
View and edit client notifications | View and manage client notification settings.
Disabled: Client notifications tab in Manage location menu is hidden. | Must have Location manager permission enabled. |
Staff
Permission name | Description | Dependencies |
Web app
| Log into the Boulevard web app.
| Note: Staff must be added by the owner or admin using a unique email to receive a web app login invitation. |
Mobile app | Log into the Boulevard Professional pro app.
| Note: Staff must be added by the owner or admin using a unique email to receive a Pro app login invite. The email can match their web app login. Once a password is set in either app, the same credentials work for both. |
Front desk | Access the Front Desk page. |
|
Manage schedule | Access to manage staff schedules and resource schedules.
Enabled: Staff can adjust staff and resource schedules through both the schedule settings and Calendar.
Disabled: Staff cannot make schedule or resource changes in either the schedule settings or Calendar. |
|
Clock others in/out | Clock others in and out |
|
Edit timecards | Edit in and out times on historical timecards |
|
Edit Calendar View | Edit order of staff on calendar view |
|
Notification preferences | Staff can customize their notification preferences |
|
Set time block | Create and edit time blocks on the Calendar |
|
Catalog
Permission name | Description | Dependencies |
View services | View services performed at a location |
|
Assign services to staff | Assign services to a staff member at a location | Must have View services permission enabled. |
Edit services | Edit services performed at a location | Must have View services permission enabled. |
View products | View products at a location.
Disabled: Product tab in Manage Location is hidden. |
|
Modify products | Create, edit, and deactivate products at a location |
|
Client profiles
Permission name | Description | Dependencies |
Edit account credit balance | Add or remove value to a client's account credit in client’s payment methods. |
|
Edit voucher expiration date | Edit the voucher expiration date for vouchers in a client's profile.
| Recommended to also have View client list enabled. If it isn’t, staff can still perform this action by clicking the client’s appointment card and clicking the client name through Front desk view. |
View client list | View client first and last names.
Disabled: Clients tab is hidden in top menu. |
|
View client contact information | View and edit client contact information, tags, and personal information in Client profile.
Boulevard Pro app: Displays phone number and email address
Boulevard dashboard: Displays phone number & email address (and opt in or out of reminders), referral source, client tags, and personal info (birthday, home address, and emergency contact info).
Disabled: Hides client’s email and phone number on the Clients tab, in Calendar appointment details, and in Checkout. It also hides the sidebar in the client profile, preventing access to edit or view details such as email, phone number, address, referral source, and tags.
Note: Tags can still be added or edited during checkout in the web app. |
|
View client notes | View the Client notes section of a Client profile.
Enabled: Can view the complete history of client notes.
Disabled: Client note history is hidden.
| Must have “View client list” enabled. |
Modify client notes | Add, edit, or delete Client notes, medications, and allergies in Client profile.
Enabled: A text box appears, allowing the user to enter client notes, medications, or allergies.
Disabled: The text box for entering client notes is hidden.
| Must have View client notes enabled. |
View client gallery | View images in a client's gallery in Client profile.
Enabled: Access the client's photo gallery, allowing staff to view and compare images.
Disabled: Restricts access to the client's photo gallery. The user will not see the gallery option in the client profile. | If the images are linked to forms or charts, the staff must also have permission to view those forms or charts (refer to view form settings). If the images are associated with an appointment, the staff must have permission to access that appointment (refer to appointment privilege settings). |
Modify client gallery | Add, edit, or delete images in a client's gallery.
Enabled: Can modify images in the gallery, including downloading, printing, and uploading images.
Disabled: Cannot take any action on the images in the gallery, but can view only. | Must have View client gallery enabled. |
View client last name | Staff can view a client's last name in client profile. |
|
Export client list | Export the list of clients from the Clients tab. | Must have View client list enabled. |
Merge client profiles | Allow staff to merge client profiles in the Clients tab.
Disabled: Staff will see the “Merge clients” option, but is not clickable. | Must have View client contact information enabled. |
Grant vouchers | Add vouchers to a client’s balance without an order. |
|
Appointments
Permission name | Description | Dependencies |
View all availability | View busy status of other service providers and edit appointments for other service providers. |
|
View all appointments | View appointment details of other service providers and create appointments for other providers. |
|
Modify all appointments | Edit appointments of other service providers, including modifying appointment event blocks for other providers. |
|
Create all appointments | Create appointments for other service providers. |
|
Create own appointments | Create appointments for the staff member (staff can create appointments for themselves). |
|
Modify own appointments | Edit the service provider’s own appointments (staff can modify their own appointments). |
|
Adjust appointment service price | Allow price adjustments for services when editing an appointment.
Enabled: Staff can edit the price of a service in both dashboard and Pro app.
Disabled: Staff cannot edit the price of a service in Pro app, but can edit it in the dashboard. |
|
Point of Sale
Permission name | Description | Dependencies |
View sales | View Orders, Payments, Register.
Disabled: Sales tab in top menu is hidden.
Enabled: Sales tab in top menu is visible and includes options to view orders, payments, and the register, as well as gift cards and membership views. |
|
Edit sales | Change orders and process refunds. |
|
Void orders | Process voids on completed orders.
Disabled: Option to void an order is hidden in the Order details screen.
Enabled: Staff can void the order on the same business day it was closed. |
|
Deactivate gift card | Deactivate physical gift cards so they can be reused.
Disabled: Option to deactivate a gift card is hidden.
Enabled: Staff can click “Deactivate” on the gift card row. |
|
Edit gift card balance | Add or remove vouchers or value from a gift card. |
|
Checkout appointments | Apply payment, sell products, edit, and checkout appointments.
| Must have View appointments permission. |
Other payment method | Allow checkout with 'Other' as payment method.
Adds an option in the Checkout flow labeled “Other”, allowing the staff to complete checkout and apply a payment method beyond cash, card, gift cards, or credits. |
|
Manage “Other” payment types | Create and edit payment types under “Other” tab.
Staff can choose from existing alternate payment methods or create new payment type during the checkout flow. | Must have Other payment method permission. |
Adjust price | Allow price adjustment for services and products. Staff can manually modify the price of a service during Checkout.
Disabled: Still permits discounts to be applied, which would be accounted for in the Offers & Discounts report. |
|
Apply discount | Allow applying discretionary discounts |
|
Inventory management
Permission name | Description | Dependencies |
Purchase orders | View and manage inventory purchase orders |
|
Marketing
Permission name | Description | Dependencies |
View all campaigns | View overall and individual campaign performance across all locations. |
|
Modify all campaigns | Edit, activate or deactivate marketing campaigns across all locations |
|
Set & edit marketing opt in preferences | Ability to set or edit marketing opt in preferences for clients. |
|
Messages
Permission name | Description | Dependencies |
Register dedicated phone number | Create a dedicated phone number for Messages and Marketing and agree to usage based billing for texts.
Disabled: Prevents the user from creating a new number for business texting in Messages or in Marketing. |
|
View Messages inbox | View Messages tab and read messages.
Disabled: Hides the Messages tab on both the dashboard and within the client profile. |
|
Send messages | Send messages to clients in Messages tab.
Disabled: Staff can read individual messages in Messages but is unable to input or send a reply. | Must have View Messages inbox enabled. |
Set away status & messages | Enable and update an away message sent to clients in the Messages tab.
Disabled: "Away/Active" status and Away message in Messages inbox is hidden. | Must have View Messages inbox enabled. |
View usage | View the “view usage” modal for texts in Messages, Marketing, and Client Notifications.
Disabled: The “View usage” link in these pages is hidden. |
|
Forms & charts
Permission name | Description | Dependencies |
Modify form & chart templates | Staff can add & edit form and chart templates. | Must have Business Manager permission enabled. |
View document list | Staff can see forms, charts, and files list attached to a client, but cannot open them.
Disabled: Forms, charts and files in Client profile and appointment details are hidden. |
|
View document details | Open and read documents linked to a client, but cannot fill them out, add, or remove a client’s documents. | Must have “View document list” enabled. |
Edit documents | Add or update forms, charts, and files linked to a client. View the details, modify form/chart status, upload files, print, add notes, delete, and archive. | Must have “View document details” and “View Document List” enabled. |
Approve & sign off | Staff can approve & sign off on forms & charts that require review.
Disabled: User can submit documents for review, but cannot approve them | Must have enabled:
View document list View document details Edit documents |
Bypass approval process | Staff can bypass the review process and submit without requiring approvals.
Enabled: Staff can mark forms as complete, even when they require review for other submitters. |
|
Reports
Permission name | Description | Dependencies |
View reports for all locations | View, download, and send reports that include data across all locations. |
|
View reports for assigned locations | View, download, and send reports that include data only for employee’s assigned locations. |
|
View commission reports | View commission reports in Summaries. | Must have View reports for assigned locations enabled. |
Mobile (Pro app) reports | View individual performance metrics. |
|