Overview
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 less 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 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. Simply 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 to the right of that window. CAUTION: If users are still assigned to a Privilege Group that gets deleted, those users will be reassigned to the 'Admin' Privilege Group role and have full privileges.
Privilege Settings Glossary
ACCESS | ||
Privilege Setting | Description | Notes |
Web app | Log into the Boulevard web app |
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Mobile app | Log into Boulevard Professional mobile app |
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Front desk | Access the Front Desk page |
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Purchase orders | View and manage inventory purchase orders |
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ADMINISTRATION | ||
Privilege Setting | Description | Notes |
Business Manager | Access to all main business settings (gear icon) | |
Location Manager | Edit individual location details, staff, ratings, and 'Other' payment types |
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Manage Schedule | Allow access to manage staff schedules |
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Edit Services | View and edit services performed at a location |
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View Sales | View Orders, Payments, Register |
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Edit Sales | Change orders and process refunds |
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Void Orders | Process voids on completed orders |
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Deactivate Gift Card | Deactivate physical gift cards so they can be reused |
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Edit Gift Card Balance | Add or remove vouchers or value from a gift card |
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Grant vouchers | Add vouchers to a client's balance without an order |
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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 |
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View commission reports | View commission reports in Classic Reports |
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Payment Processing | Allow access to merchant details for assigned location |
APPOINTMENTS | ||
Privilege Setting | Description | Notes |
View all availability | View busy status of other service providers |
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View all appointments | View appointment details of other service providers |
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Modify all appointments | Edit appointments of other service providers |
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Create all appointments | Create appointments for other service providers |
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Modify own appointments | Edit the service provider's own appointments |
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Create own appointments | Create appointments for the staff member |
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Adjust appointment service price | Allow price adjustments for services when editing an appointment |
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Checkout appointments | Apply payment, sell products, edit, and checkout appointments |
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CHECKOUT | ||
Privilege Setting | Description | Notes |
Other Payment Method | Allow checkout with 'Other' as payment method |
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Adjust Price | Allow price adjustment for service and products |
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CLIENTS | ||
Privilege Setting | Description | Notes |
View client list | View client first and last names |
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View client contact information | View and edit client contact information, tags, and personal information |
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View Client Notes | View client notes, medications, allergies in the Client Profile in both the Boulevard Dashboard and the Boulevard Professional App |
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Create and Modify Client Notes | Add and edit notes, medications, allergies on the client profile in the Dashboard and Professional App. |
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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 | |
Export client list | Export the list of clients |
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Merge client profiles | Allow staff to merge client profiles |
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FORMS | ||
Create and Modify Form Templates | Allow staff to create and modify client and internal (staff) form templates |
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View Form Responses | View forms filled out by clients and staff |
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Advanced Forms | Complete, print, archive, or add notes to forms |
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MESSAGES | ||
Privilege Setting | Description | Notes |
View Messages | Ability to read messages (paid add-on) from clients |
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Send Messages | Ability to send messages to clients |
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STAFF | ||
Privilege Setting | Description | Notes |
Clock others in/out | Clock others in/out |
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Edit timecards | Edit in and out times on historical timecards |
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Mobile App Reports | View individual performance metrics |
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Edit Calendar View | Edit order of staff on calendar view |
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Set Timeblock | Create and edit Timeblocks on the Calendar |
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Notification Preferences | Allow staff to customize their notification preferences |
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