On launch day, you and your staff will not see any significant change in access or visibility.
These changes are rolling out gradually and may not be live for you yet.
New, fine-tuned control over staff access and actions
We’ve broken up our permissions to more than double the number of settings, so you can make sure your staff have access to the actions and information they need, while limiting the most sensitive abilities to those who truly need it.
Some common requests that can now be supported:
Allow a franchise owner to adjust pricing at their locations without editing the items on the service and product menus
Restrict account credit adjustments, discounting, and loyalty point adjustments to specific roles
Restrict membership voucher and term adjustments to specific roles
Allow service providers to manage their own schedules without managing the schedules of others
Allow a staff member to adjust inventory without granting all manager abilities
For more details on the new settings check out
The old to new permission settings mapping below
Business Manager is no longer a permission.
Users with Business Manager permissions on launch daywill be assigned to all locations and granted all granular permissions within the old Business Manager setting to maintain their same level of access
Improved navigation for multi-location businesses
Since the previous business manager and location manager permissions have been broken up into more granular settings, we’ve made it easier to see when you are adjusting settings for a specific location or for the business as a whole. You can now toggle between individual locations and the business settings in the top left menu.
Old to new permissions glossary
For a complete list of new permissions organized by current category, check out the new granular permissions glossary
Old section | Old privilege | New section | New Permission | Description |
Business setup | Business Manager | Appointments | Manage resource categories | Staff can add & edit resource categories in Manage business > Resource categories |
Business setup | Business Manager | Business setup | Manage business details | Staff can manage business details settings in Manage business > Details |
Business setup | Business Manager | Business setup | Manage location list | Staff can view and manage locations in Manage business > Locations |
Business setup | Business Manager | Business setup | Manage custom fields | Staff can add and edit custom fields questions in Manage business > Custom fields. Custom fields appear in Client profile & Appointment details |
Business setup | Business Manager | Business setup | Manage payouts | Staff can access the payout balance and transfer balance to their merchant account. |
Business setup | Business Manager | Business setup | Manage HIPAA Compliance | Staff can manage the HIPAA Business Associate Agreement and PHI settings in Manage business > Security |
Business setup | Business Manager | Business setup | View audit logs | Staff can view all audited events and metadata in Manage business > Audit logs |
Business setup | Business Manager | Business setup | Manage apps & integrations | Staff can manage apps & integrations in Manage business > Apps & integrations |
Business setup | Business Manager | Business setup | Manage staff login settings | Staff can set the inactivity timeout and additional login security measures in Manage business > Security |
Business setup | Business Manager | Business setup | Manage client, appointment, & order tags | Staff can add and edit tags in Manage business > Tags |
Business setup | Business Manager | Catalog | Manage gift card settings | Staff can manage gift card settings in Manage business > Gift cards |
Business setup | Business Manager | Catalog | Assign staff to a service | Staff can assign staff to a service at a location in the Manage location > Service settings |
Business setup | Business Manager | Catalog | Manage product categories | Staff can add & edit product categories in Manage business > Product categories |
Business setup | Business Manager | Catalog | Packages: View & create | Staff can add packages in Manage business > Packages or Manage location > Packages |
Business setup | Business Manager | Catalog | Manage suppliers | Staff can add & edit suppliers in Manage business > Suppliers |
Business setup | Business Manager | Marketing | Manage referral program | Staff can manage the Referral program in Referral program |
Business setup | Business Manager | Marketing | Modify offers | Staff can add & edit offers in Manage business > Offers |
Business setup | Business Manager | Marketing | Manage discount reasons | Staff can add & edit discount reasons for the business, in Manage business > Discount reasons |
Business setup | Business Manager | Staff | Manage permission groups | Staff can add & edit permission groups in Manage business > Permission groups |
Business setup | Business Manager | Staff | Manage staff roles | Staff can add & edit staff roles in the Manage business > Staff roles |
Business setup | Business Manager | Staff | Deactivate staff profiles | Staff can deactivate staff profiles in the Manage Business > Employee settings and Manage location > Staff settings |
Business setup | Business Manager Location Manager | Catalog | Edit package details | Staff can edit packages in Manage business > Packages or Manage location > Packages |
Business setup | Business Manager, Location Manager | Catalog | Enable or disable membership plans | Staff can deactivate membership plans Manage business > Membership plans or Manage location > Membership plans |
Business setup | Business Manager, Location Manager | Client profiles | Block a client | Staff can block a client from the client profile |
Business setup | Business Manager, Location Manager | Marketing | Modify referral sources | Staff can add & edit referral sources for the business in Manage business > Referral sources or Manage location > Referral sources |
Business setup | Business Manager, Location Manager | Staff | Assign staff permissions & locations | Staff can add and remove staff members from permission groups in Manage Business > Permission groups |
Business setup | Business Manager, Location Manager | Staff | Staff profiles: View & edit | Staff can add & edit all staff members. Includes creating new staff, assigning locations, staff roles, permission groups. Includes overview, services, communication, compensation, merchant accounts in the Manage business > Employee settings and Manage Location > Employee settings |
Business setup | Business Manager, Location Manager | Staff | Log staff out of Dashboard & Professional App | Staff can log other staff out of the web & mobile applications. In My settings when logged in as a staff member |
Business setup | Business Manager, Location Manager | Staff | Staff profiles: View only | Staff can view all staff profile overview tabs. Example, the front desk may want to see the contact info for a staff. In Manage location > Staff settings |
Business setup | Location Manager | Appointments | Manage resources | Staff can add & edit resources in Manage location > Resources |
Business setup | Location Manager | Business setup | Manage location details | Staff can manage location details settings in Manage location > Details |
Business setup | Location Manager | Business setup | Manage hardware settings | Staff can add and edit Duo settings & connect iPad in Manage location > Hardware |
Business setup | Location Manager | Business setup | Manage approved IP addresses | Staff can manage the approved IP addresses that other staff can be restricted to, in Manage location > Security |
Business setup | Location Manager | Business setup | Manage client notification settings | Staff can manage client notifications settings in Manage location > Client notifications |
Business setup | Location Manager | Business setup | Manage client experience settings | Staff can customize the client portal, self-booking overlay, cancellation policy, scheduling rules, conversion analytics in Manage business > Cilent experience |
Business setup | Location Manager | Client profiles | Edit loyalty point balance | Staff can edit a client's loyalty point history in the client profile |
Business setup | Location Manager | Marketing | Appointment ratings: View only | Staff can view client ratings in Manage location > Ratings |
Business setup | Location Manager | Marketing | Appointment ratings: View & reply | Staff can reply to client rating in Manage location > Ratings |
Business setup | Location Manager | Marketing | Appointment ratings: View, reply & export | Staff can export the rating list from Manage location > Ratings |
Business setup | Location Manager | Marketing | Edit appointment rating notification settings | Staff can adjust internal notification settings in Manage location > Ratings |
Business setup | Location Manager | Messages | View usage | Staff can view message usage in Messages, Client notifications, and Marketing |
Business setup | Manage "Other" payment types | Business setup | Manage custom payment types | Staff can add & edit other payment types that will appear in checkout. This setting appears In Manage location > Details |
Business setup | Manage Billing | Business setup | Manage billing details | Staff can manage business/location billing account, view invoices, billing contact. Found in Manage location > Billing & Manage business > Business details > Billing contact |
Business setup | Manage phrases | Business setup | Manage phrases | Staff can add and edit phrases in Manage business > Phrases. Phrases are available in forms & charts, messages, and internal note fields. |
Business setup | Payment Processing | Business setup | Merchant account: View only | Staff can view the business/location merchant account info, daily activity, & disputes in Manage location > Payment processing or Manage business > Payment processing |
Business setup | Payment Processing | Business setup | Merchant account: View & edit | Staff can add and edit the business/location merchant account info, daily activity, & disputes in Manage location > Payment processing or Manage business > Payment processing |
Staff | Clock others in/out | Staff | View time cards for: Everyone | Staff can view all staff time cards in the Time clock view |
Staff | Clock others in/out | Staff | Create time cards for: Everyone | Staff can create all staff time cards in the Time clock view |
Staff | Clock others in/out | Staff | Clock in/out for: Everyone | Staff can clock themselves and others in & out from the Time clock view |
Staff | Edit calendar view | Staff | Sort staff order on calendar | Staff can edit the calendar staff sort order. Includes calendar drag and drop. Dictates the order in which staff members appear on the calendar |
Staff | Edit timecards | Staff | Edit time cards for: Themselves | Staff can edit time cards in the Time clock view. Includes adjusting date, time, reason for adjustment, restoring a time card, & voiding |
Staff | Edit timecards | Staff | Edit time cards for: Everyone | Staff can edit all staff time cards from the Time clock view. Includes adjusting date, time, reason for adjustment, restoring a time card, & voiding |
Staff | Front Desk | Staff | Access front desk view | Staff can access the Front desk view in dashboard |
Staff | Manage schedule | Staff | Manage staff schedule | Staff can manage entire staff schedule in Manage location. Includes staff schedule page & quick add from calendar |
Staff | Manage Schedule | Appointments | Schedule resources | Staff can add & edit a resource's schedule Manage location > Schedules |
Staff | Mobile App | Staff | Access Professional App | Staff can can access the Professional App |
Staff | Set Time Block | Staff | Set time blocks for: Themselves | Staff can set time blocks on their own calendar |
Staff | Set Time Block | Staff | Set time blocks for: Everyone | Staff can set time blocks for all staff in Calendar view |
| Modify Products | Catalog | Edit product details | Staff can add & edit products in Manage business > Products or Manage location > Products |
Staff | Web App Access | Client profiles | Add custom client voucher | Staff can add a one-off voucher to a client's profile |
Staff | Web App Access | Appointments | View waitlist | Staff can view the waitlist from the Calendar |
Staff | Web App Access | Client profiles | Custom field responses: View & edit | Staff can add & edit custom field responses on a client's profile & appointments |
Staff | Web App Access | Client profiles | Remove client accommodations | Staff can remove client accommodations in the client profile (price, duration, processing time, transition time) |
Staff | Web App Access | Client profiles | Edit suggested products | Staff can add & edit suggested products in the client profile |
Staff | Web App Access | Client profiles | Void client vouchers | Staff can void client vouchers from the client profile |
Staff | Web App Access | Client profiles | Pause membership | Staff can pause a client's membership in the client profile |
Staff | Web App Access | Client profiles | Manage membership sharing | Staff can add & edit others to a client's membership in the client profile |
Staff | Web App Access | Client profiles | Edit membership charge date | Staff can edit the next charge date in the client profile |
Staff | Web App Access | Client profiles | View membership agreement | Staff can view a client's membership agreement in the client profile |
Staff | Web App Access | Client profiles | Gift cards: View, edit & delete | Staff can deactivate gift card in the purchaser's client profile |
Staff | Web App Access | Client profiles | Edit client referral source | Staff can add & edit referral sources in the client's profile |
Staff | Web App Access | Client profiles | Custom field responses: View | Staff can view custom fields on a client's profile & appointments |
Staff | Web App Access | Client profiles | Gift cards: View only | Staff can view gift cards the client has purchased in the client profile |
Staff | Web App Access | Client profiles | Account credit: View only | Staff can view account credits in the client profile |
Staff | Web App Access | Client profiles | View packages | Staff can view a client's package which includes the order date, location, remaining vouchers, package price. |
Staff | Web App Access | Client profiles | View membership | Staff can view client's memberships in the client profile |
Staff | Web App Access | Client profiles | Cancel membership | Staff can cancel a client's membership in the client profile |
Staff | Web App Access | Client profiles | View client's loyalty program | Staff can view a client's loyalty point history in the client profile |
Staff | Web app access | Staff | View time cards for: Themselves | Staff can view their own time card in the Time clock view |
Staff | Web app access | Staff | View location notifications | Staff can view notifications for incoming booking line calls, online bookings, and membership cancellations from the navigation bar |
Staff | Web App Access | Staff | Manage their own merchant accounts | Staff can apply & manage their own merchant accounts. Includes merchant account details & reports in Staff settings |
Staff | Web App Access | Staff | Create time cards for: Themselves | Staff can create their own time card in the Time clock view |
Staff | Web App Access | Staff | Clock in/out for: Themselves | Staff can clock themself in & out from the Time clock view |
Staff | Web App Access | Staff | Access Dashboard | Staff can access the Dashboard web application |
Catalog | Edit Services | Catalog | Customize service details | Staff can customize certain service details at their location |
Catalog | Edit Services | Catalog | Edit service prices | Staff can modify the price of services in Manage business > Services |
Catalog | Edit Services | Catalog | Assign resources to services | Staff can assign resources to services |
Catalog | Edit Services | Catalog | Manage service categories | Staff can add & edit service categories in Manage business > Services or Manage location > Services |
Catalog | Edit Services | Staff | Modify their own services | Staff can view & edit their own services in Staff settings. |
Catalog | Edit Services | Catalog | Services: View & create | Staff can create services. Manage business > Services or Manage location > Services. Includes service settings, assigning add-ons, modifiers, and product usage. |
Catalog | Edit Services | Catalog | Services: View, create & edit |
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Catalog | Modify Products | Catalog | Enable or disable products | Staff can control whether a product is available to book or add at checkout for this location. |
Catalog | Modify Products | Catalog | Edit membership plan prices | Staff can adjust the price of memberships plans in Manage business > Membership plans or Manage location > Membership plans |
Catalog | Modify Products | Catalog | Edit package prices | Staff can edit only the price of a package in Manage business > Packages or Manage location > Packages |
Catalog | Modify Products | Catalog | Enable or disable packages | Staff can deactivate a package in Manage business > Packages or Manage location > Packages |
Catalog | Modify Products | Catalog | Membership plans: View & create | Staff can add membership plans in Manage business > Membership plans or Manage location > Membership plans |
Catalog | Modify Products | Catalog | Membership plans: View, create & edit | Staff can add membership plans in Manage business > Membership plans or Manage location > Membership plans |
Catalog | Modify Products | Catalog | Packages: View, create & edit | Staff can view, add, and modify existing packages in Manage business > Packages, or Manage location > Packages |
Catalog | Modify Products | Catalog | Manage package categories | Staff can add, rename, & remove package categories. |
Catalog | Modify Products | Catalog | Manage membership categories | Staff can add, rename, & remove membership categories. |
Catalog | Modify Products | Catalog | Edit product prices | Staff can edit the price of products in Manage business > Products or Manage location > Products |
Catalog | Modify Products | Catalog | Products: View & create | Staff can add products Manage business > Products or Manage location > Products |
Catalog | Modify Products | Catalog | Products: View, create & edit | Staff can add products Manage business > Products or Manage location > Products |
Catalog | View Products | Catalog | Membership plans: View only | Staff can view the list of membership plans |
Catalog | View Products | Catalog | Packages: View only | Staff can view list of packages |
Catalog | View Products | Catalog | Edit product quantities | Staff can edit product quantities in Manage location > Products. Includes receive stock, transfer stock, update usage stock, inventory recount, damage a product, mark for loss & theft |
Catalog | View Products | Catalog | Products: View only | Staff can view the list of products |
Catalog | View Services | Catalog | Services: View only | Staff can view service menu |
Catalog | View Services, Edit Services | Catalog | Enable or disable services | Staff can control whether a service is available to book or add at checkout for this location. Includes Add-ons. |
Client Profiles | Deactivate Gift Card | Client profiles | Gift cards: View, edit & delete |
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Client Profiles | Edit account credit balance | Client profiles | Account credit: View & edit | Staff can edit account credit balance in the client profile |
Client Profiles | Edit voucher expiration date | Client profiles | Edit client voucher expiration date | Staff can edit a client's voucher expiration date in the client profile |
Client profiles | Merge client profiles | Client profiles | Merge client profiles | Staff can merge client profiles in Clients |
Client profiles | Modify client gallery | Client profiles | Images in client gallery: View & edit | Staff can add & edit gallery images in the client profile |
Client profiles | Modify client notes | Client profiles | Client notes: View & edit | Staff can add client notes in the client profile |
Client profiles | Modify client notes | Client profiles | Client notes: View, edit & delete | Staff can delete client notes in the client profile |
Client profiles | Set & edit marketing opt in preferences | Client profiles | Manage client communication preferences | Staff can manage client's text/email marketing & transactional text/email opt-in status within the client profile |
Client profiles | View Client Contact Information | Client profiles | Client personal information: View only | Staff can view sensitive client details, including phone, email, address, and birthdate. |
Client profiles | View Client Contact Information | Client profiles | Client personal information: View & edit | Staff can view & edit sensitive client details, including phone, email, address, and birthdate. |
Client profiles | View Client Gallery | Client profiles | Images in client gallery: View only | Staff can view the gallery images in the client profile |
Client profiles | View Client Last Name | Client profiles | Client name: First & last initial | Staff can view a client's first name and the first initial of their last name in client profile |
Client profiles | View Client Last Name | Client profiles | Client name: Full name | Staff can view a client's full name in client profile |
Client profiles | View Client List | Client profiles | Client list: View only | Staff can view the client list in Clients |
Client profiles | View Client List | Client profiles | Client list: View & export | Staff can export the client list in Clients |
Client profiles | View Client List | Client profiles | Manage client audiences | Staff can create & modify client audiences in Clients > Audiences |
Client profiles | View client notes | Client profiles | Client notes: View only | Staff can view client notes in the client profile |
Appointments | Create all appointments, Modify all appointments | Appointments | Everyone's appointments: View, create & edit | Staff can create & modify appointments for all staff in Calendar |
Appointments | Create own appointments, Modify own appointments | Appointments | Own appointments: View, create & edit | Staff can create & modify their own appointments in Calendar |
Appointments | Create own appointments, Modify own appointments , Create all appointments, Modify all appointments | Appointments | Edit appointment's service duration | Staff can edit service durations of an appointment (base duration, processing time, finishing time, transition time) in appointment details |
Appointments | Create own appointments, Modify own appointments , Create all appointments, Modify all appointments | Appointments | Update appointment status | Staff can update the appointment status in Front desk, Calendar, and Pro app. Includes unconfirmed, confirmed, arrived, & active |
Appointments | Calendar view only |
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Appointments | View all appointments | Appointments | Everyone's appointments: View summary | Staff can view appointments for all staff in Calendar. When off, they see only their own. |
Appointments | View all appointments | Appointments | Everyone's appointments: View details | Staff can view the details of an appointment in appointment details |
Appointments | View all availability | Appointments | Everyone's appointments: View availability | Staff can view availability for staff in Calendar |
Checkout | Adjust Price | Checkout | Edit item price | Staff can adjust the price of any item in the cart, including services, products, gift cards, or account credit. |
Checkout | Checkout appointments | Checkout | Check out appointments | Staff can check out an appointment |
Checkout | Checkout appointments | Checkout | Add products | Staff can add or remove products to the cart at Checkout |
Checkout | Checkout appointments | Checkout | Edit product usage | Staff can edit product usage in Checkout and in Appointment details |
Checkout | Checkout appointments | Checkout | Add prepaid product units | Staff can add or remove prepaid product units to the cart at Checkout |
Checkout | Checkout appointments | Checkout | Add a package | Staff can add packages to the cart at Checkout |
Checkout | Checkout appointments | Checkout | Add a membership | Staff can add a membership to the cart at Checkout |
Checkout | Checkout appointments | Checkout | Edit membership term date | Staff can adjust the membership term date at Checkout |
Checkout | Checkout appointments | Checkout | Skip first voucher term | Staff can skip the first voucher term for a membership at Checkout |
Checkout | Checkout appointments | Checkout | Convert service voucher to gift card | Staff can convert a service voucher to a gift card at Checkout |
Checkout | Checkout appointments | Checkout | Add a gift card | Staff can sell a gift card at Checkout |
Checkout | Checkout appointments | Checkout | Add account credit | Staff can add account credit to the cart at Checkout |
Checkout | Checkout appointments | Checkout | Apply "other" payment method | Staff can utilize the "other" payment methods to close a sale at Checkout |
Checkout | Checkout appointments | Checkout | Apply offers | Staff can add offers and promos to a cart at Checkout |
Checkout | Checkout appointments | Checkout | Add gratuity | Staff can apply gratuity to services and products at Checkout |
Checkout | Checkout appointments | Checkout | Apply discounts | Staff can apply discounts in Checkout for products, services, vouchers, memberships, gift card, account credit, & packages |
Checkout | Deactivate Gift Card | Checkout | Deactivate gift card | Staff can deactivate gift card in Sales > Orders |
Sales | Edit Gift Card Balance | Checkout | Edit gift card balance | Staff can edit gift card balance in Sales > Orders |
Sales | Edit Gift Card Balance | Client profiles | Gift cards: View & edit | Staff can edit gift card balance in the purchaser's client profile |
Sales | Edit sales | Sales | Orders: View & edit | Staff can view and edit client sales in Sales, including Orders, Memberships, and Gift Cards. |
Sales | Edit sales | Sales | Commission swap on orders | Staff can perform a commission swap on a sales order in Sales > Orders |
Sales | Edit sales | Sales | Set clawback for commissions | Staff can select clawback for commission in Sales > Orders |
Sales | Edit sales | Sales | Issue refund to a gift card | Staff can issue a refund to a gift card in Sales > Orders |
Sales | Edit sales | Sales | Issue refund to account credit | Staff can issue a refund to account credit in Sales |
Sales | Edit sales | Sales | Issue membership refund | Staff can issue a refund for a membership sale in Sales |
Sales | View Sales | Sales | Orders: View only | Staff can view client sales in Sales, including Orders, Memberships, and Gift Cards. |
Sales | View Sales | Sales | View invoices & payment plans | Staff can view invoices and payment plans |
Sales | View Sales | Sales | View register drawer | Staff can view current & past cash drawers in Sales > Register |
Sales | View Sales | Sales | Count register drawer | Staff can count cash in/out in the register in Sales > Register |
Sales | View Sales | Sales | Add pay-in/out funds | Staff can add pay in/out funds to the register in Sales > Register |
Sales | Void Orders | Sales | Orders: View, edit & void | Staff can view and edit client sales and void sale orders in Sales > Orders, Memberships, and Gift Cards. |
Inventory Management | Purchase Orders | Catalog | Manage purchase orders | Staff can add & edit purchase orders, edit unit cost, receive orders, & export in Manage location > Purchase orders |
Marketing | Modify all campaigns | Marketing | Manage marketing campaigns | Staff can create & modify marketing campaigns in Marketing |
Marketing | View all campaigns | Marketing | View marketing campaigns | Staff can view marketing campaigns and campaign performance in Marketing |
Messages | Register dedicated phone number | Business setup | Register dedicated phone number | Staff can create a dedicated phone number for Messages |
Messages | Send messages | Messages | Messages: View & send | Staff can send two-way text messages from Messages and through the text icon in client profile |
Messages | Set away status & messages | Messages | Set away status & messages | Staff can set away status and away messages in Messages |
Messages | View messages inbox | Messages | Messages: View only | Staff can view the Messages inbox |
Forms & Charts | Approve & sign off | Forms & charts | Approve & sign off | Staff can approve & sign off on forms & charts |
Forms & Charts | Bypass approval process | Forms & charts | Bypass approval process | Staff can bypass the review process and submit the form |
Forms & Charts | Edit documents | Forms & charts | Documents: View & edit | Staff can add & edit forms & charts in client profile & appointment details |
Forms & Charts | Modify form & chart templates | Forms & charts | Modify form & chart templates | Staff can add & edit form and chart templates in Manage business > Forms & charts. Includes saving as draft, publishing, unpublishing, and duplicating |
Forms & Charts | View document details | Forms & charts | Documents: View details | Staff can view the details of a client's forms, charts & files in client profile & appointment details |
Forms & Charts | View document list | Forms & charts | Documents: View list | Staff can view a client's forms, charts, & files in client profile & appointment details |
Reports | Mobile app reports | Reports | View mobile reports | Staff can view mobile reports |
Reports | View reports for all locations | Reports | View reports for all locations | Staff can view reports |
Reports | View reports for assigned locations | Reports | View reports for assigned locations | Staff can view reports |
None | IP Restriction flag | Staff | Access login from any IP address | Staff is not subject to IP restrictions set by the business |
None | None | Appointments | Own appointments: View details | Staff can view the details of their own appointments in appointment details |
None | None | Client profiles | Cards on file: View & add | Staff can add a card on file in the client profile |
None | None | Client profiles | Cards on file: View, add & remove | Staff can edit the card on file in the client profile |
None | None | Client profiles | Create a new client profile | Staff can create a new client profile in Clients or from a new appointment window |
None | None | Client profiles | Client tags: View only | Staff can view client's tags |
None | None | Client profiles | Client tags: View & edit | Staff can add & remove tags to a client's profile |
None | None | Client profiles | Cards on file: View only | Staff can view a client's saved credit cards in the client profile |
None | None | Client profiles | View client vouchers | Staff can view client vouchers in the client profile |
None | None | Client profiles | View prepaid product units | Staff can view a client's prepaid product units |
None | None | Client profiles | Client name: First name only | Staff can view only a client's first name in client profile |
None | None | Staff | Manage staff notification preferences | Staff can manage their own communication preferences. In My settings when logged in as a staff member or viewing a staff profile |
FAQs
How New Permissions Work
With the retirement of Business Manager permissions, how to do I make sure the right people can assign permissions to other staff?
To assign a staff member into a permission group, users must have:
All the permissions they need to assign to others enabled for themselves
The “Assign Permission Groups” permission enabled
In other words, users cannot assign permissions they don’t have to another user or themselves.
What happens to people with Business Manager permissions when the new granular permissions launch?
Anyone who had Business Manager permissions will be assigned to all locations, and will have all the same access that they had prior to the launch
