Note: If you're seeing a new version of Permission groups, check out this article. We're in the process of releasing an updated experience.
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.
If you are duplicating services and roles from an existing user, the Privilege Group and Staff Role will automatically populate once the existing user is selected.
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 | Roles | Notes |
Web app | Log into the Boulevard web app |
| Necessary for ALL staff members | Staff must be added to the dashboard by the owner or admin using a unique email address to receive an invitation to log in to the web app. |
Mobile app | Log into Boulevard Professional mobile app |
| Necessary for professionals | Staff must be added to the dashboard by the owner or admin using a unique email address to receive an invitation to log in to the Pro app. The email address can match the one used for web app login. Once a password is set in either the web or mobile app, the same credentials can be used to access both platforms. |
Front desk | Access the Front Desk page |
| Necessary for front desk staff and location managers | Front Desk Permissions:
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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. | Necessary for the location managers |
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ADMINISTRATION |
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Privilege Setting | Description | Requirement | Roles | Notes |
Business Manager | Access to all main business settings (gear icon). |
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| Grants the user the privilege to sign into the dashboard and make changes impacting all associated locations. |
Location Manager | Edit individual location details, staff, ratings, and 'Other' payment types. |
| Necessary for the location manager | Grants the user the privilege to sign into the dashboard and make changes to specific locations. If the user has this permission but does not have Business Manager access, they can modify the locations they have permission for individually but cannot make changes at a global level. |
Manage Schedule | Allow access to manage staff and resource schedules. | If enabled, users who do not have location manager access can still manage schedules. | Recommended for front desk staff; necessary for the location manager | When enabled, this setting allows the user to adjust staff schedules through both the schedule settings and the calendar. If disabled, the user will be restricted from making schedule changes in either the schedule settings or the calendar. |
View Services | View services performed at location |
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Assign Services to staff | Assign services to a staff member at a location | Must have view services enabled. |
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Managing Billing | View business and location Boulevard invoices, managing billing contacts and payment methods |
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| Can view Business invoices (with Business Manager permissions) and Location invoices (with appropriate permissions) and manage payment methods. |
Edit Services | View and edit services performed at a location. | Must have view services enabled.
If enabled, users who do not have location manager access can still edit services. | Necessary for the location manager and professionals |
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View Products | Allows users to view Products at a location.
Allows users to adjust inventory quantity. |
| Necessary for the location manager | When disabled, the "Product" left navigation item will not be visible in the Manage Location view. |
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. | Necessary for the location manager | The "Modify Products" option is only available when "View Products" is enabled, as expected. When enabled, location managers can make changes to products for that location. |
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. |
| Necessary for front desk staff and location manager | When disabled, the "Sales" top menu item is hidden. When enabled, the "Sales" menu item appears and includes options to view orders, payments, the register, as well as gift cards and membership views. |
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. | Necessary for front desk staff and location manager | When disabled, the refund option is hidden. When enabled, the user can edit the order and process refunds. |
Void Orders | Process voids on completed orders. | Must also have access to View Sales. | Recommended for front desk staff; necessary for the location manager | When disabled, the option to void an order is not available on the order details screen. When enabled, the user can void the order on the same business day it was closed. |
Deactivate Gift Card | Deactivate physical gift cards so they can be reused. |
| Necessary for the location manager | When disabled, the option to deactivate a gift card is unavailable. When enabled, the user can click "Deactivate" on the gift card row. |
Edit Gift Card Balance | Add or remove vouchers or value from a gift card. |
| Necessary for the location manager | When enabled, the user can click on the gift card value or the number of vouchers to make edits. |
Edit Account Credit Balance | Add or remove value to a client's account credit |
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| When enabled, the user can navigate to a client's payment methods and click on the account credit balance to make edits. |
Edit Voucher Expiration Date | Edit the voucher expiration date for vouchers in a client's profile | Recommended to also have 'View Client List' enabled; however, if the staff does not have access to Clients but does have access to the Front Desk, they can still click on a client’s appointment card -> click on the client’s name -> Payment Methods -> change voucher expiration date. |
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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. | Necessary for the location manager |
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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. |
| Necessary for the location manager |
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View commission reports | View commission reports in Classic Reports. | Must have View Reports for Assigned Locations enabled. | Necessary for the location manager |
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Payment Processing | Allow access to merchant details for assigned locations. |
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| Can view and make changes to all merchants for a specific location. Note: The user must also have Business or Location Manager permissions in addition to this permission. |
Manage Agreements | Access to view, confirm, or terminate legal agreements in the Security Tab |
| Necessary for owner/admin | Owner or Admin credentials are required (staff cannot view or accept). The owner or admin can "agree" to the BAA within the dashboard. Clicking "accept" allows the customer to "print" the PDF BAA for their records. This permission cannot be toggled on or off by the user within the dashboard and is entirely dependent on accurate provisioning from Salesforce. |
APPOINTMENTS |
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Privilege Setting | Description | Requirement | Roles | Notes |
View all availability | View the busy status of other service providers. |
| Necessary for front desk staff and location manager; recommended for professionals | Enabled: Allows the user to edit appointments for other service providers. |
View all appointments | View appointment details of other service providers. |
| Necessary for front desk staff and location manager | Enabled: Allows the user to create appointments for other providers. |
Modify all appointments | Edit appointments of other service providers. |
| Necessary for front desk staff and location manager | Enabled: The user can modify appointment event blocks for other providers. |
Create all appointments | Create appointments for other service providers. |
| Necessary for front desk staff and location manager | Enabled: Allows the user to create appointments for all staff. |
Modify own appointments | Edit the service provider's own appointments. |
| Necessary for professionals | Enabled: Allows the user to modify their own appointments. |
Create own appointments | Create appointments for the staff member. |
| Necessary for professionals | Enabled: Allows the user to create appointments for themselves. |
Adjust appointment service price | Allow price adjustments for services when editing an appointment. |
| Recommended for front desk staff; necessary for the location manager | Enabled: Allows the user to edit the price of a service in both the web app and mobile app. Note: This feature is only visible through the "Mobile Price Editing Permission" feature flag. |
Checkout appointments | Apply for payment, sell products, edit, and checkout appointments. |
| Necessary for front desk staff and location manager; recommended for professionals | If this setting is enabled but the user does not have access to view appointments, they will be unable to take action to check out appointments. However, if appointments are visible and this setting is enabled, the user can edit and check out appointments, apply payments, and sell products. |
CHECKOUT |
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Privilege Setting | Description | Requirement | Roles | Notes |
Other Payment Method | Allow checkout with 'Other' as the payment method. |
| Recommended for front desk staff and professionals; necessary for the location manager | Adds a fifth option in the checkout flow labeled "Other," allowing the user to apply a payment method beyond Card, Cash, Gift Cards, or Credits. |
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. |
| Recommended for front desk staff and professionals; necessary for the location manager
| Allows the user to manually modify the price of a service during the checkout process. |
Apply Discount | Allow applying discretionary discounts |
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Manage 'Other' payment types | Allows staff to create and edit payment types under 'Other' tab |
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| The user must also have the "Other Payment Method" permission to use this feature (i.e., it is nested). With this permission, the user can select from existing alternate payment types or create a new payment type during the checkout flow. |
CLIENTS |
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Privilege Setting | Description | Requirements | Roles | 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. |
| Necessary for front desk staff and location manager; recommended for professionals | Disabled: Restricts access to the Clients tab in both the web app and mobile app. However, when booking an appointment, the user can still search for clients even with this privilege disabled. |
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). |
| Necessary for front desk staff and location manager; recommended for professionals | Disabled: Hides the client’s email and phone number on the Clients tab, in Calendar appointment details, and during checkout. It also hides the sidebar in the client profile, preventing access to edit or view details such as email, phone number, address, referral source, and tags. Note: Tags can still be added or edited during checkout in the web app. |
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. | Recommended for professionals | Enabled: Allows the user to view the complete history of client notes. |
Create and Modify Client Notes | Add 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. | Recommended for professionals | Enabled: A text box appears, allowing the user to enter client notes, medications, or allergies. |
View Client Gallery | View images in a client’s gallery. |
| Recommended for professionals | Enabled: Grants the user access to the client's photo gallery, allowing them to view and compare images. If the images are linked to forms or charts, the user must also have permission to view those forms or charts (refer to view form settings). If the images are associated with an appointment, the user must have permission to access that appointment (refer to appointment privilege settings). Disabled: Restricts access to the client's photo gallery. The user will not see the gallery option in the client profile. |
Modify Client Gallery | Add, edit or delete images in a client’s gallery. | Must have view client gallery enabled. | Recommended for professionals | Enabled: Allows the user to edit images in the gallery, including downloading, printing, and uploading images. The user must also have "View images in client's gallery" enabled. Disabled: Prevents the user from making edits or taking any action on the images in the gallery. |
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. |
| Enabled: Hides the client's last name in the Professional app. |
Export client list | Export the list of clients. |
| ONLY admin individuals should have this privilege |
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Merge client profiles | Allow staff to merge client profiles. |
| Recommended for front desk staff; necessary for the location manager | Enabled: The "Merge Clients" link at the top of the Clients section in the Dashboard (Web App) is clickable, allowing the user to open the merge clients feature and merge profiles. Disabled: The "Merge Clients" link still appears at the top of the Clients section but is greyed out and not clickable. The user cannot merge profiles but can see that the feature exists. |
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. | Necessary for location manager | Enabled: The "Client Notifications" page appears in the left-side menu of Manage Location. |
FORMS AND CHARTS |
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Privilege Setting | Description | Requirement | Roles | Notes |
Create and Modify Form Templates | Allow staff to create and modify client and internal (staff) form templates. | Must have business manager access enabled. | Recommended for administrator; controls the form templates created and sent to clients | Enabled: Allows the user to create form and chart templates. The user must have the Business Manager privilege setting enabled. Disabled: Prevents the user from creating form and chart templates. |
View Form Responses | View forms filled out by clients and staff. |
| Recommended for professionals | Enabled: Allows the user to view forms and charts only. They can see the content but cannot make any edits. Disabled: Hides the client's forms and charts from the client profile (history and forms/charts tab) and appointment details, preventing the user from viewing them. |
Advanced Forms | Complete, copy previous charts, print, archive, or add notes to forms or charts. | Must have 'View Form Responses' also enabled. | Recommended for professionals | Enabled: Allows the user to make edits to forms and charts. They can access the information, change the status of the form/chart, print, add notes, delete, and archive. The user must have the "View forms and charts" privilege enabled to access this privilege. Disabled: Prevents the user from making any edits to forms and charts. If the "View forms and charts" setting is disabled while this setting is enabled, this privilege will automatically be disabled as well. |
Review Forms and Charts | Approve and sign off on forms and charts that require review | Must have ‘View Form Responses’ and ‘Advanced Forms’ enabled. | Recommended for admins and/or medical directors | Enabled: Removes the ability for the user to submit the form/chart for review. Users will be required to complete the form and chart before submission. Disabled: Requires the user to submit the form/chart for review. Users cannot mark the form/chart as complete without submitting it. |
Bypass Review Process | Submit forms without requiring review from approvers. |
| Recommended for admins and/or medical directors | Enabled: Grants the user approval rights for forms and charts. They can review and mark forms and charts as approved. The user must have both the "View form responses" and "Advanced forms" privileges to become an approver. Disabled: Prevents the user from approving forms/charts marked as "needs review." |
MESSAGES |
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Privilege Setting | Description | Requirement | Roles | 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 | Disabled: Prevents the user from creating a new booking line through the Messages tab or during the text marketing campaign creation process. |
View Messages | Ability to read messages from clients. |
| Necessary for front desk staff and location manager | Disabled: Hides the Messages tab on both the dashboard and within the client profile. |
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. | Necessary for front desk staff and location manager | Disabled: The user can access and read individual messages but is unable to input or send a reply. |
Away messages | Ability to view the "Away" status in Messages inbox, and enable an away message auto-response text. |
| Enabled by default for admins & managers. | Disabled: If disabled, user is unable to view or change "Away/Active" status and Away message in Messages inbox. |
STAFF |
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Privilege Setting | Description | Requirement | Roles | Notes |
Clock others in/out | Clock others in/out. |
| Recommended for front desk staff; necessary for the location manager | You can clock others in and out from the web app, but this feature is not available in the Pro app. |
Edit timecards | Edit in and out times on historical timecards. |
| Recommended for location manager | Available on the web, but not in the Pro app. |
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. | Recommended for professionals | Enabled: The user will have access to the performance tab in the Professional App. The Professional App privilege must also be enabled. Disabled: The user will not see the performance tab in their Professional App. |
Edit Calendar View | Edit the order of staff on the calendar view. |
| Necessary for front desk staff and location manager | Enabled: In the desktop version, the user can set a sort order by dragging and dropping staff on the calendar. While the sort order can't be adjusted in the Pro App, it will reflect the order set on the desktop. Disabled: The user cannot edit the order of staff. |
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. | Recommended for the location manager and professionals to manage their schedule | Enabled: The user can create blocked events on the calendar. |
Notification Preferences | Allow staff to customize their notification preferences. | Must have the 'Professional App' privilege also enabled. | Recommended for professionals | Enabled: Allows the user to customize their notifications. Users can access these settings through their staff profile in the dashboard or in the Settings tab in the Professional App. Disabled: The user will not have access to the notification settings. |
MARKETING |
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Privilege Setting | Description | Requirement | Roles | 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. |
| Necessary for the location manager | Disabled: The Marketing page will be disabled if the ability to modify campaigns is also disabled. |
Modify all campaigns | Edit individual campaigns including the ability to set a campaign live or deactivate it across all locations. |
| Necessary for the location manager | Disabled: Prevents the creation of new blas or automated campaigns and disables the ability to deactivate existing automated campaigns. |
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. | Necessary for the location manager | Disabled: Prevents the ability to edit marketing opt-in preferences through the client profile or during the appointment booking process. |