Every Boulevard user is assigned to a Privilege Group, which determines what the user is able to do in Boulevard. Each preset Privilege Group is made up of specific privileges that are either enabled or disabled for that Privilege Group. The default 'Admin' Privilege Group has all active privileges, while traditionally other Privilege Groups have fewer privileges.
Adding a New Privilege Group
From Business Settings (gear icon), click Privilege Groups then New Privilege Group.
Name the group, give it a brief description, and click Create Privilege Group.
Scroll down through the list on the right and enable privileges by clicking the toggle switch. See below the Privilege Settings Glossary for details on each privilege.
When all privileges are correctly enabled, click Save at the top right
Assigning or Changing Privilege Groups
A user's Privilege Group is assigned when the user is first added. If needed, their assigned Privilege Group can be changed in their Staff Profile. Select the desired Privilege Group, then Save Changes.
Deleting a Privilege Group
To remove a Privilege Group, click the individual name of the Privilege Group and then Delete it to the right of that window.
CAUTION: If users are still assigned to a Privilege Group that gets deleted, those users are reassigned to the 'Admin' Privilege Group role and have full privileges.
Privilege Settings Glossary
Log into the Boulevard web app
Log into Boulevard Professional mobile app
Access the Front Desk page
View and manage inventory purchase orders
Requires access to the 'Location Manager' privilege to view and manage purchase orders.
Access to all main business settings (gear icon).
Edit individual location details, staff, ratings, and 'Other' payment types.
Allow access to manage staff and resource schedules.
If enabled, users who do not have location manager access can still manage schedules.
View and edit services performed at a location.
If enabled, users who do not have location manager access can still edit services.
Allows users to view Products at a location.
Allows users to adjust inventory quantity.
Allows users to create, edit, and disable Products at a location.
Allows users to modify products at the location. level.
View Orders, Payments, and Register.
This privilege allows access to only view Orders & Payments, as well as update register activity and drawer counts.
Change orders and process refunds.
Allows access to input order notes, swap staff commission, and process refunds.
Must also have access to View Sales.
Process voids on completed orders.
Must also have access to View Sales.
Deactivate Gift Card
Deactivate physical gift cards so they can be reused.
Edit Gift Card Balance
Add or remove vouchers or value from a gift card.
Add vouchers to a client's balance without an order.
Only available for customers with the 'Grant Vouchers' feature flag enabled.
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 employees' assigned locations.
View commission reports
View commission reports in Classic Reports.
Must have View Reports for Assigned Locations enabled.
Allow access to merchant details for assigned locations.
View all availability
View the busy status of other service providers.
View all appointments
View appointment details of other service providers.
Modify all appointments
Edit appointments of other service providers.
Create all appointments
Create appointments for other service providers.
Modify own appointments
Edit the service provider's own appointments.
Create own appointments
Create appointments for the staff member.
Adjust appointment service price
Allow price adjustments for services when editing an appointment.
Apply for payment, sell products, edit, and checkout appointments.
Other Payment Method
Allow checkout with 'Other' as the payment method.
Allow price adjustment for services and products.
Disabling this privilege still permits discounts to be applied. Discounts are accounted for in the Offers & Discounts report.
View client list
View client first and last names.
This privilege setting is the setting specifically tied to letting staff view and edit Client Notes. This is typically recommended to be enabled for service providers to log important information such as color formulas, injection areas, clipper guard numbers, etc. Contact information is not displayed unless that specific privilege is enabled.
View client contact information
View and edit client contact information, tags, and personal information.
Boulevard Professional App: Displays phone number and email address
Boulevard Web App: Displays social media scrape, 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).
View Client Notes
View client notes, medications, and allergies in the Client Profile in both the Boulevard Dashboard and the Boulevard Professional App.
'View Client list' must also be enabled.
Create and Modify Client Notes
Add and edit notes, medications, and allergies on the client profile in the Dashboard and Professional App.
Must have View Client List, View Client Notes, and either Modify All Appointments or Modify Own Appointments enabled.
Hide client's last name on mobile and in notifications
Prevent staff members from seeing the client's last name on the Boulevard Professional mobile app.
This is a feature flag that must be enabled by Boulevard.
Export client list
Export the list of clients.
Merge client profiles
Allow staff to merge client profiles.
View and edit client notifications
This privilege controls if a user can see the ‘Client Notifications’ option in the left-hand menu under ‘Manage’
Must have location manager enabled.
Create and Modify Form Templates
Allow staff to create and modify client and internal (staff) form templates.
View Form Responses
View forms filled out by clients and staff.
Complete, print, archive, or add notes to forms.
Must have 'View Form Responses' also enabled.
Register Phone Number
Ability to create a Contact Center booking line and agree to usage-based billing for texts.
Necessary for the location manager
Ability to read messages from clients.
Ability to send messages to clients.
Replies to text reminders containing anything other than a variation of 'Yes' appears in the Messages tab. This does not cancel the appointment but does open a conversation for front desk to either cancel or offer times to reschedule.
Only available in the Boulevard web app.
Clock others in/out
Clock others in/out.
Edit in and out times on historical timecards.
Mobile App Reports
View individual performance metrics.
Allows service providers to view their performance metrics including total service and product sales, tips, prebook %, and utilization %.
Must have Professional App privilege enabled.
Edit Calendar View
Edit the order of staff on the calendar view.
Create and edit Timeblocks on the Calendar.
Must have 'Create Own Appointments' privilege group enabled for this privilege to work at an individual location level.
Must have 'Create All Appointments' privilege enabled for this setting to work for every Service Provider's schedule.
Allow staff to customize their notification preferences.
Must have the 'Professional App' privilege also enabled.
View all campaigns
View overall and individual campaign performance across all locations.
Allows staff to view and reference campaigns in the case that a client mentions an email promotion when booking or checking out.
Modify all campaigns
Edit individual campaigns including the ability to set a campaign live or deactivate it across all locations.
Set & Edit Marketing Opt In Preferences
Ability to set or edit marketing opt in preferences for clients.
Must have the 'View Client Contact Information' privilege also enabled.