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Default Roles & Permission Groups

A guide to the default permission groups

Julia Egan avatar
Written by Julia Egan
Updated this week

Boulevard includes several default roles designed to match common responsibilities across your business. Each role comes with a set of permissions that determine what users can see and do in the system, and is meant to be a starting point for you to determine the right level of access for each of your staff. Actual access may vary based on configuration and assigned locations.

This article explains what each default role is for and how they differ, so you can assign access confidently and securely.

Accountant, Medical Director, and Franchise Owner roles may not yet be live for all businesses - they are part of a gradual roll out and some are limited to specific packages.

Admin

What is the Admin role?

The Admin role has the highest level of access in Boulevard. Admins can manage account-wide settings, users, locations, and financial workflows.

This role is typically assigned to owners, executive operators, or trusted leaders responsible for how Boulevard is set up and governed.

What can Admins do?

Admins can:

  • Access and manage all locations

  • Create, edit, and deactivate users and assign roles

  • Configure services, products, pricing, and availability

  • Manage permissions and advanced settings

  • View and manage reports, payouts, and financial data

  • Edit appointments, clients, and transactions

  • Manage integrations and system-level configurations

Because Admins have broad control, they can see and modify nearly all data in the account.

When should I assign this role?

Assign the Admin role sparingly. Anyone with this role can make changes that affect the entire business.

Location Manager

What is the Location Manager role?

The Location Manager role is designed for leaders who oversee daily operations at one or more specific locations. This role provides strong operational access without full account-wide control.

It’s ideal for general managers, studio managers, or practice managers.

What can Location Managers do?

Location Managers can:

  • Manage schedules, services, and staff at assigned locations

  • Grant staff permissions equal to or lower than their own

  • View and edit appointments and client information

  • Manage location-level availability and settings

  • Access operational and performance reports for their locations

  • Support front desk workflows, including check-in and checkout

Their access is limited to assigned locations and does not include system-level or financial controls reserved for Admins.

Front Desk / Receptionist

What is the Front Desk / Receptionist role?

The Front Desk / Receptionist role supports daily client-facing operations, with access focused on scheduling, client management, and checkout.

This role is ideal for receptionists, coordinators, and support staff.

What can Front Desk / Receptionists do?

Front Desk / Receptionists can:

  • Create, edit, and manage appointments

  • Check clients in and out

  • Process payments (based on configuration)

  • View and update client profiles

  • Manage waitlists, rescheduling, and day-of support

This role does not include access to advanced settings, reporting, or permission management.

Service Provider

What is the Service Provider role?

The Service Provider role is built for professionals who deliver services to clients. Access is centered on the provider’s own schedule and appointments.

This role is commonly used for stylists, clinicians, therapists, or technicians.

What can Service Providers do?

Service Providers can:

  • View and manage their own schedule

  • See upcoming and past appointments

  • Access client details related to their services

  • Update appointment statuses and notes (based on configuration)

  • View personal performance metrics where enabled

Service Providers cannot manage business settings, users, or view sensitive financial or operational data beyond their own work.

Here are matching summaries for Accountant, Medical Director, and Franchise Owner, written to mirror the structure, tone, and level of specificity of your Service Provider example. These should drop in cleanly alongside the existing role sections.

Accountant

What is the Accountant role?

The Accountant role is designed for users who need visibility into financial data without access to scheduling, clients, or operational workflows.

This role is commonly used for internal or external accountants, bookkeepers, or finance partners.

What can Accountants do?

Accountants can:

  • View financial reports and revenue data

  • Access transaction history and payout information

  • Export financial reports for reconciliation or analysis

Accountants do not have access to scheduling, client profiles, or business settings.

Medical Director

What is the Medical Director role?

The Medical Director role is built for clinical oversight. Access is focused on reviewing client and service-related information without managing day-to-day operations or finances. This role is only included with Aesthetics Bundle, Starter Aesthetics Bundle, or Enterprise Bundle tiers.

This role is commonly used for medical directors or supervising clinicians.

What can Medical Directors do?

Medical Directors can:

  • View appointments and schedules for assigned locations

  • Access client profiles and service history for clinical review

  • Add or review clinical notes where enabled

  • View clinical or utilization-related reports

Medical Directors cannot manage users, configure business settings, or access financial data.

Franchise Owner (Enterprise Tier only)

What is the Franchise Owner role?

The Franchise Owner role provides high-level visibility across franchise locations without operational control. Access is designed for oversight rather than day-to-day management.

This role is commonly used for franchise owners or corporate stakeholders.

What can Franchise Owners do?

Franchise Owners can:

  • View summary-level reports across franchise locations

  • Access high-level financial and performance data

  • Monitor location activity and trends

Franchise Owners do not manage appointments, clients, users, or account settings.


Detailed Permission Breakdown by Role

This chart shows how common permissions are distributed across default roles. It is not exhaustive but meant to illustrate the differences between each role's default settings. Actual access may vary based on your business' configuration and assigned locations.

Appointments, Scheduling & Availability

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

View schedules

All

Assigned locations

Assigned locations

Own

No

Assigned locations

Assigned locations

Create appointments

Yes

Yes

Yes

No

No

Limited

No

Edit appointments

Yes

Yes

Yes

Own only

No

Limited

No

Cancel appointments

Yes

Yes

Yes

Own only

No

Limited

No

Manage waitlists

Yes

Yes

Yes

No

No

No

No

Override availability

Yes

Yes

No

No

No

No

No

Manage availability rules

Yes

Location only

No

No

No

No

No

Block time / adjust schedules

Yes

Yes

No

Own only

No

Limited

No

Clients & Profiles

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

View client profiles

All

Location

Location

Own

No

Assigned locations

Assigned locations

Edit client details

Yes

Yes

Yes

Limited

No

Limited

No

Add notes to client profiles

Yes

Yes

Yes

Limited

No

Yes

No

View client history

Yes

Yes

Yes

Own only

No

Yes

Limited

Check-In, Checkout & Payments

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

Check clients in/out

Yes

Yes

Yes

No

No

No

No

Process payments

Yes

Limited†

Limited†

No

No

No

No

Issue refunds

Yes

Limited†

No

No

No

No

No

Sell products/services

Yes

Yes

Yes

No

No

No

No

View transaction history

Yes

Location only

No

No

Yes

No

Yes (summary)

† Payment access depends on your configuration.

Services & Products

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

Create/edit services

Yes

Location only

No

No

No

Limited

No

Create/edit products

Yes

Location only

No

No

No

No

No

Manage pricing

Yes

Location only

No

No

No

No

No

Reporting & Financials

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

View reports

All

Location

No

Personal only

Financial only

Clinical only

Franchise-level

Export reports

Yes

Yes (location)

No

No

Yes

Limited

Yes

View revenue data

Yes

No

No

No

Yes

No

Yes

View payouts

Yes

No

No

No

Yes

No

Yes (summary)

View utilization/performance

Yes

Location

No

Own only

No

Yes

Limited

Users, Roles & Settings

Permission

Admin

Location Manager

Front Desk / Receptionist

Service Provider

Accountant

Medical Director

Franchise Owner

Create/edit users

Yes

No

No

No

No

No

No

Assign roles

Yes

No

No

No

No

No

No

Assign locations

Yes

No

No

No

No

No

No

Manage account settings

Yes

No

No

No

No

No

No

Manage integrations

Yes

No

No

No

No

No

No

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