Note: Not seeing all of this yet? No worries, it will roll out to you soon.

In the meantime:

• If the page is called "Permission groups" but doesn't have as many settings, see the Old Permission Groups article

• If the page is called "Privilege groups" see 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. Learn more about Boulevard’s default permission groups here.

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 and give it a brief description.
To assign permissions that impact staff access to all locations across your business, toggle on “Allow business-wide permissions”. You can then select which of those business-wide permissions you’d like to grant. They are all labeled with a 🌐 icon
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.

Privilege Settings Glossary

Glossary Key

Permissions with the 🌐icon are business-wide, meaning that a staff member with that permission has the ability at all locations, regardless of their assign locations.
Dependencies: In order to have the permission, another permission is required first.
- “Related” permissions are distinct permissions that are not technically dependent upon each other but deal with similar features (ex. Being able to edit a client’s gift card balance in their client profile and being able to apply a gift card at checkout)

Business setup

Permission name	Ability	Dependencies
Business settings
Manage business details	Manage business details settings in Manage business > Details
Manage location details	Manage location details settings in Manage location > Details
Manage custom payment types	Add & edit “other” payment types options that will appear in checkout. (Manage location > Details)
Register dedicated phone number	Create a dedicated phone number for Messages
Manage hardware settings	Add and edit Duo settings & connect iPad in Manage location > Hardware
Manage client, appointment, & order tags 🌐	Add and edit tags for use across the business in Manage business > Tags
Manage location list 🌐	View and manage locations in Manage business > Locations
Manage custom fields 🌐	Add and edit custom fields questions in Manage business > Custom fields. Custom fields appear in Client profile & Appointment details
Manage phrases 🌐	Add and edit phrases in Manage business > Phrases. Phrases are available in forms & charts, messages, and internal note fields.
Boulevard billing
Manage billing details	Manage business/location billing account, view invoices, billing contact. Found in Manage location > Billing & Manage business > Business details > Billing contact
Merchant processing
Merchant account: View only	View the business/location merchant account info, daily activity, & disputes in Manage location > Payment processing or Manage business > Payment processing
Merchant account: View & edit	Add and edit the business/location merchant account info, daily activity, & disputes in Manage location > Payment processing or Manage business > Payment processing
Security & compliance
Manage staff login settings 🌐	Set the inactivity timeout and additional login security measures in Manage business > Security
Manage HIPAA compliance 🌐	Manage the HIPAA Business Associate Agreement and PHI settings in Manage business > Security
Manage approved IP addresses	Manage the approved IP addresses that other staff can be restricted to, in Manage location > Security
Client Experience
Manage client experience settings 🌐	Staff can customize the client portal, self-booking overlay, cancellation policy, scheduling rules, conversion analytics in Manage business > Cilent experience
Manage client notification settings	Manage client notifications settings in Manage location > Client notifications
Apps & Integrations
Manage apps & integrations	Manage apps & integrations in Manage business > Apps & integrations

Staff

Permission name	Ability	Dependencies
Platform Access
Access Dashboard	Log into the Dashboard web application.	Note: Staff must be invited to create an account by the owner or admin using a unique email.
Access Professional App	Log into the Boulevard Professional 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.
Access login from any IP address	Log in from any IP address, without restriction.
Access Front Desk view	Access the Front Desk page in Dashboard.
Management
Modify permission groups	Add & edit permission groups
Modify staff roles 🌐	Add & edit staff roles for all locations
Staff profiles: View only	View all staff profile overviews (ex. See the contact info for another staff member)
Staff profiles: View & edit	Add new staff, and edit all staff members’ locations, roles, permissions, services, compensation, merchant accounts.
Log staff out of Dashboard & Professional App	Log any other staff member out of both the Dashboard and Professional App.	Must be able to view & edit staff profiles
Deactivate staff profiles	Deactivate any staff members’ profiles	Must be able to view & edit staff profiles
Assign staff permissions and locations	Assign other staff’s locations, and add them to any permission group that offers the same or lower level of access than their own.
Sort staff order on calendar	Edit the calendar staff sort order. Includes calendar drag and drop.
Self-management
Modify their own services	View & edit their own services.
Manage their own merchant accounts	Add and edit their own merchant account details.	Multi-merchant accounts must be enabled at business
Manage staff notification preferences	Manage their own communication preferences.	Must be able to view & edit staff profiles
Time & attendance
Manage staff schedule	Manage all staff schedules for assigned locations.
Set time blocks for: Themselves	Set time blocks on their own calendar.
Set time blocks for: Everyone	Set time blocks for themselves and all other staff.
View time cards for: Themselves	View their own time card.
View time cards for: Everyone	View time cards for any staff member.
Create time cards for: Themselves	Create their own time card.	Must be able to view their own time cards
Create time cards for: Everyone	Create time cards for any staff member.	Must be able to view all staff time cards
Edit time cards for: Themselves	Create & edit their own time cards.	Must be able to view their own time cards
Edit time cards for: Everyone	Create & edit all staff time cards. Includes adjusting date, time, reason for adjustment, restoring a time card, & voiding	Must be able to view all staff time cards
Clock in/out for: Themselves	Clock themself in & out from the Time clock view	Must be able to view their own time cards
Clock in/out for: Everyone	Clock others in & out from the Time clock view	Must be able to view all staff time cards
Location notifications
View location notifications	View notifications for incoming booking line calls, online bookings, and membership cancellations from the navigation bar

Catalog

Permission name	Ability	Dependencies
Services
Services: View only	View the service menus at their location(s).
Services: View & create	Create services for their location(s). Includes service settings, assigning add-ons, modifiers, and product usage.
Services: View, create, & edit	Create new services and adjust existing service settings at their location(s).
Customize service details	Customize service details at their location(s).	Must have some level of access to Services
Edit service prices	Modify the price of services at their location(s).	Must have some level of access to Services
Enable or disable services	Enable a service to book or add at checkout for their location(s). Includes Add-ons.	Must have some level of access to Services
Assign staff to a service	Assign staff to a service at a location.	Must have some level of access to Services
Assign resources to services	Assign resources to services at a location	Must have some level of access to Services
Manage service categories 🌐	Staff can add & edit service categories for the business	Must have some level of access to Services
Products
Products: View only	View product list at their location(s).
Products: View & create	Add new products at their location(s)
Products: View, create & edit	Add new products or edit existing product at their location(s).
Edit product prices	Edit the price of products for their location(s)	Must have some level of access to Products
Enable or disable products	Make a product available to book or add at checkout for their location(s).	Must have some level of access to Products
Manage product categories 🌐	Add & edit product categories for the business.	Must have some level of access to Products
Memberships
Membership plans: View only	View the list of membership plans
Membership plans: View & create	View and add new membership plans at their location(s).
Membership plans: View, create & edit 🌐	Add new or edit existing membership plans for the business
Edit membership plan prices	Adjust the price of memberships plans for their location(s)	Must have some level of access to Membership plans
Enable or disable membership plans	Deactivate membership plans at the business or location level.	Must have some level of access to Membership plans
Manage membership categories 🌐	Add, rename, & remove membership categories at the business	Must have some level of access to Membership plans
Packages
Packages: View only	View list of packages
Packages: View & create	Add packages in Manage business > Packages or Manage location > Packages
Packages: View, create & edit	Add new or edit existing packages at the business or location level.
Edit package prices	Edit the price of a package at the business or location level.	Must have access to Packages
Enable or disable packages	Deactivate a package at the business or location level.	Must have access to Packages
Manage package categories 🌐	Add, rename, & remove package categories at the business level	Must have access to Packages
Gift cards 🌐
Manage gift card settings 🌐	Manage gift card settings in Manage business > Gift cards
Inventory management
Manage suppliers🌐	Add & edit suppliers in Manage business > Suppliers
Manage purchase orders	Add & edit purchase orders, edit unit cost, receive orders, & export in Manage location > Purchase orders	Must have access to Products
Edit product quantities	Edit product quantities in Manage location > Products. Includes receive stock, transfer stock, update usage stock, inventory recount, damage a product, mark for loss & theft	Must have access to Products

Client profiles

Permission name	Ability	Dependencies & related permissions
Client record management
Client list: View only	View the list of clients Disabled: Clients tab is hidden in top menu.
Client list: View & export	View and export clients	Related: View reports - can access client data
Manage client audiences	Create & modify audiences of clients for marketing
Create a new client profile	Create a new client for the business
Merge client profiles	Combine two client profiles into one
Block a client	Block a client so they can no longer book with your business
Client details
Client name: First name only	View a client’s first name only - no last name (exceptions)
Client name: First & last initial	View a client's first name and the first initial of their last name (not their full last name)
Client name: Full name	View a client's full name
Client personal information: View only	View sensitive client details, including phone, email, address, and birthdate.
Client personal information: View & edit	View & edit sensitive client details, including phone, email, address, and birthdate.
Client tags: View only	View client's tags
Client tags: View & edit	Add & remove tags to a client's profile
Edit client referral source	Add & edit referral sources in the client's profile
Client notes: View only	View client notes in the client profile
Client notes: View & edit	Add client notes in the client profile
Client notes: View, edit & delete	Delete client notes in the client profile
Custom field responses: View	View custom fields on a client's profile & appointments
Custom field responses: View & edit	Add & edit custom field responses on a client's profile & appointments
Remove client accommodations	Remove client accommodations (price, duration, processing time, transition time)
Images in client gallery: View only	View the client’s gallery images
Images in client gallery: View & edit	Add, edit and delete images from the client’s gallery
Edit suggested products	Add & edit suggested products in the client profile
Manage client communication preferences	Manage client's text/email marketing & transactional text/email opt-in status within the client profile
Payments & balances
Gift cards: View only	View gift cards the client has purchased in the client profile
Gift cards: View & edit	Edit gift card balance in the purchaser's client profile	Related- Checkout: Add a gift card, Edit gift card balance, deactivate gift card
Gift cards: View, edit & delete	Deactivate gift card in the purchaser's client profile	Related- Checkout: Add a gift card, Edit gift card balance, deactivate gift card
Account credit: View only	View account credits in the client profile
Account credit: View & edit	Edit account credit balance in the client profile	Related - Checkout: Add account credit
Cards on file: View only	View a client's saved credit cards in the client profile
Cards on file: View & add	Add or update the card on file in the client profile
Cards on file: View, add & remove	Manage the cards on file in the client profile
View client vouchers	View client vouchers in the client profile
Add custom client voucher	Add a one-off voucher to a client's profile	Must have View client vouchers
Void client vouchers	Void client vouchers from the client profile	Must have View client vouchers Related - Checkout: skip first voucher term, convert service voucher to gift card
Edit client voucher expiration date	Edit a client's voucher expiration date in the client profile	Must have View client vouchers Related - Checkout: skip first voucher term
View prepaid product units	View a client's prepaid product units	Related - Checkout: Add prepaid product units
Programs & benefits
View packages	View a client's package which includes the order date, location, remaining vouchers, package price.
View membership	View client's memberships in the client profile
Pause membership	Pause a client's membership in the client profile	Related Checkout: Skip voucher term
Cancel membership	Cancel a client's membership in the client profile
Modify membership sharing	Add & edit who can share a client's membership in the client profile
Edit membership charge date	Edit the next charge date in the client profile	Related Checkout: Edit membership term date
View membership agreement	View a client's membership agreement in the client profile
View client's loyalty program	View a client's loyalty point history in the client profile
Edit loyalty point balance	Edit a client's loyalty point history in the client profile	Related Checkout: Apply loyalty points

Appointments

Permission name	Ability	Dependencies
Management
Own appointments: View details	View the details of their own appointments by opening an appointment from the calendar or front desk view.
Own appointments: View, create & edit	Create and edit their own appointments in calendar or from the front desk view.
Everyone’s appointments: View availability	View the Calendar page and see when all staff are busy. Disabled: Staff can only view their own availability in Calendar, and cannot see the busy/availability status of other staff.
Everyone’s appointments: View summary	View appointments for all staff in Calendar. Disabled: They see only their own appointments on the Calendar.
Everyone’s appointments: View details	View the details of any staff’s appointments by opening an appointment from the calendar or front desk view.
Everyone’s appointments: View, create & edit	Create & modify appointments for all staff in Calendar
Edit appointment’s service duration	Edit service durations of an appointment (base duration, processing time, finishing time, transition time) in appointment details	Must have Own appointments: View, create & edit enabled
Update appointment status	Mark an appointment as confirmed, arrived, active, or complete.	Must have Own appointments: View, create & edit enabled
View waitlist	View the waitlist from the Calendar
Resources
Manage resources	Add & edit resources in Manage Location > Resources
Manage resource categories 🌐	Add & edit resource categories for all locations in Manage business > Resource categories
Schedule resources	Staff can manage a resource’s schedule in Manage location> Details

Sales

Permission name	Ability	Dependencies
Management
Orders: View only	Staff can view Sales, including orders, memberships, and gift cards.
Orders: View & edit	Staff can view and edit client Sales, including orders, memberships and gift cards
Orders: View, edit, & void	Staff can view, edit, and void orders, memberships and gift cards on sales tab.
View invoices & payment plans	Staff can view invoices and payment plans
Commission swap on orders	Staff can perform a commission swap on sales orders
Set clawback for commissions	Staff can select clawback for commission on sales orders
Refunds
Issue refunds	Staff can issue a refund for any sale in Sales > Orders
Issue refund to a gift card	Staff can issue a refund to a gift card for any sale in Sales > Orders.	Needs “Issue refunds”
Issue refund to account credit	Staff can issue account credit as a refund for any sale in Sales > Orders.	Needs “Issue refunds”
Issue membership refund	Staff can issue refunds for any membership sale in Sales > Orders.	Needs “Issue refunds”
Register
View register drawer	Staff can view current & past cash drawers in Sales > Register.
Count register drawer	Staff can count and update the cash tracked in the register in Sales > Register.	Must have “View register drawers”
Add pay-in/out funds	Staff can add pay in/out funds to the register in Sales > Register	Must have “View register drawers”

Checkout

Permission name	Ability	Dependencies
Management
Check out appointments	Check out an appointment
Edit item price	Adjust the price of any item in the cart, including services, products, gift cards, or account credit
Services & Products
Add products	Add or remove products from the card during checkout
Edit product usage	Edit product usage in checkout and appointment details
Add prepaid product units	Edit product usage in Checkout and Appointment details
Package & Memberships
Add a package	Add a package to the cart at checkout
Add a membership	Add a membership to the cart at checkout
Edit membership term date	Edit the membership term date at checkout	Needs Add membership
Skip first voucher term	Skip the first voucher when selling a membership at checkout	Needs Add membership
Convert service voucher to gift card	Convert a voucher to a gift card at checkout.
Gift cards & account credit
Add a gift card	Add a gift card to the cart during at Checkout.
Edit gift card balance	Edit gift card balance in Sales > Orders
Deactivate gift card	Deactivate gift card in Sales > Orders
Add account credit	Add account credit to the cart at Checkout
Payment
Apply “other” payment method	Utilize the "other" payment methods to close a sale at Checkout
Apply offers	Add offers and promos to the cart at Checkout
Apply discount	Apply discounts for products, services, vouchers, memberships, gift card, account credit, & packages at Checkout
Add gratuity	Apply gratuity to the cart at Checkout
Apply loyalty points	Add loyalty points to checkout

Marketing

Permission name	Description	Dependencies
Promotions🌐
Modify offers 🌐	Staff can add & edit offers at all locations
Manage discount reasons 🌐	Staff can add & edit discount reasons at all locations
Campaigns 🌐
Marketing campaigns: View only 🌐	View overall and individual campaign performance across all locations
Marketing campaigns: View & edit 🌐	Edit, activate or deactivate marketing campaigns across all locations
Ratings
Appointment ratings: View only	View appointment ratings submitted by clients for their location(s)
Appointment ratings: View & reply	View ratings for their location(s). Reply to clients about ratings they’ve submitted.
Appointment ratings: View, reply & export	View & export ratings for their location(s). Reply to clients about ratings they’ve submitted.
Edit appointment rating notification settings	Adjust location’s notification settings for new ratings	Needs Appointment ratings
Referral Program 🌐
Manage referral program 🌐	Set up and edit referral program for all locations
Modify referral sources 🌐	Add & edit referral sources for all locations

Messages

Permission name	Description	Dependencies
Messages: View only	View Messages tab and read messages.
Messages: View & send	View and send messages to clients in Messages tab
Set away status & messages	Enable and update an away message sent to clients in the Messages tab.	Must have Messages: View & Send enabled.
View usage	View the “View usage” modal in Messages, Marketing, and Client Notifications.

Forms & charts

Permission name	Description	Dependencies
Modify form & chart templates 🌐	Add & edit form and chart templates for all locations
Documents: View list	Staff can see forms, charts, and files list attached to a client, but cannot open them.
Documents: View details	Open and read documents linked to a client, but cannot fill them out, add, or remove a client’s documents.
Documents: View & edit	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.
Approve & sign off	Approve & sign off on forms & charts that require review
Bypass approval process	Submit forms & charts without requiring approvals from reviewers

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 App reports	View individual performance metrics

Pre-Payments and Deposits

Client Profile: Wallet Overview

Default Roles & Permission Groups

New: What's changing with Permissions?