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 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
ACCESS |
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Privilege Setting | Description | Requirement | 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 | Requires access to the 'Location Manager' privilege to view and manage purchase orders. |
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ADMINISTRATION |
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Privilege Setting | Description | Requirements | Notes |
Business Manager | Access to all main business settings (gear icon). |
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Location Manager | Edit individual location details, staff, ratings, and 'Other' payment types. |
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Manage Schedule | Allow access to manage staff and resource schedules. | If enabled, users who do not have location manager access can still manage schedules. |
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Edit Services | View and edit services performed at a location. | If enabled, users who do not have location manager access can still edit services. |
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View Products | Allows users to view Products at a location.
Allows users to adjust inventory quantity. |
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Modify Products | Allows users to create, edit, and disable Products at a location.
Allows users to modify products at the location. level. | Must have 'Business Manager' privilege enabled. |
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View Sales | View Orders, Payments, and Register.
This privilege allows access to only view Orders & Payments, as well as update register activity and drawer counts. |
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Edit Sales | Change orders and process refunds.
Allows access to input order notes, swap staff commission, and process refunds. | Must also have access to View Sales. |
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Void Orders | Process voids on completed orders. | Must also have access to View Sales. |
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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. | Only available for customers with the 'Grant Vouchers' feature flag enabled. |
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View reports for all locations | View, download, and send reports that include data across all locations. |
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View reports for assigned locations | View, download, and send reports that include data only for employees' assigned locations. |
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View commission reports | View commission reports in Classic Reports. | Must have View Reports for Assigned Locations enabled. |
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Payment Processing | Allow access to merchant details for assigned locations. |
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APPOINTMENTS |
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Privilege Setting | Description | Requirements | Notes |
View all availability | View the 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 for payment, sell products, edit, and checkout appointments. |
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CHECKOUT |
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Privilege Setting | Description | Requirements | Notes |
Other Payment Method | Allow checkout with 'Other' as the payment method. |
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Adjust Price | 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. |
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CLIENTS |
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Privilege Setting | Description | Requirements | Notes |
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. |
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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). |
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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. |
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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. |
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View Client Gallery | View images in a client’s gallery. |
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Modify Client Gallery | Add, edit or delete images in a client’s gallery. | Must have view client gallery enabled. |
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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. | This is a feature flag that must be enabled by Boulevard. |
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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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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. |
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FORMS AND CHARTS |
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Privilege Setting | Description | Requirements | Notes |
Create and Modify Form Templates | Allow staff to create and modify client and internal (staff) form templates. | Must have business manager access enabled. |
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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. | Must have 'View Form Responses' also enabled. |
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Review Forms and Charts | Approve and sign-off on forms and charts that require review | Must have ‘View Form Responses’ and ‘Advanced Forms’ enabled. |
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Bypass Review Process | Submit forms without requiring review from approvers. |
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MESSAGES |
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Privilege Setting | Description | Requirements | Notes |
Register Phone Number | Ability to create a Contact Center booking line and agree to usage-based billing for texts. |
| Necessary for the location manager |
View Messages | Ability to read messages from clients. |
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Send Messages | 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. |
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STAFF |
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Privilege Setting | Description | Requirements | 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.
Allows service providers to view their performance metrics including total service and product sales, tips, prebook %, and utilization %. | Must have Professional App privilege enabled. |
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Edit Calendar View | Edit the order of staff on the calendar view. |
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Set Timeblock | 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. |
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Notification Preferences | Allow staff to customize their notification preferences. | Must have the 'Professional App' privilege also enabled. |
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MARKETING |
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Privilege Setting | Description | Requirements | Notes |
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. |
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Modify all campaigns | Edit individual campaigns including the ability to set a campaign live or deactivate it across all locations. |
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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. |
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