Privilege Groups

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 (
), 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	Necessary for ALL staff members
Mobile app	Log into Boulevard Professional mobile app	Necessary for professionals
Front desk	Access the Front Desk page	Necessary for front desk staff Necessary for location manager
Purchase orders	View and manage inventory purchase orders	Requires access to "Location Manager" privilege (see below) Necessary for location manager
Mailchimp Email Marketing	View and manage Mailchimp campaigns	Requires access to "View Client List" privilege (see below) Necessary for location manager

ADMINISTRATION
Privilege Setting	Description	Notes
Business Manager	Access to all main business settings (gear icon)
Location Manager	Edit individual location details, staff, products, ratings, and 'Other' payment types	Necessary for location manager
Manage Schedule	Allow access to manage staff schedules	Recommended for front desk staff Necessary for location manager
Edit Services	View and edit services performed at a location	Necessary for location manager Necessary for professionals
View Sales	View Orders, Payments, Register	Necessary for front desk staff Necessary for location manager
Edit Sales	Change orders and process refunds	Must also have access to View Sales Necessary for front desk staff Necessary for location manager
Void Orders	Process voids on completed orders	Must also have access to View Sales Recommended for front desk staff Necessary for location manager
Deactivate Gift Card	Deactivate physical gift cards so they can be reused	Necessary for location manager
Edit Gift Card Balance	Add or remove vouchers or value from a gift card	Necessary for location manager
Grant vouchers	Add vouchers to a client's balance without an order	Necessary for location manager
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	Necessary for location manager
View commission reports	View commission reports in Classic Reports	Necessary for location manager
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	Necessary for front desk staff Necessary for location manager Recommended for professionals
View all appointments	View appointment details of other service providers	Necessary for front desk staff Necessary for location manager
Modify all appointments	Edit appointments of other service providers	Necessary for front desk staff Necessary for location manager
Create all appointments	Create appointments for other service providers	Necessary for front desk staff Necessary for location manager
Modify own appointments	Edit the service provider's own appointments	Necessary for professionals
Create own appointments	Create appointments for the staff member	Necessary for professionals
Adjust appointment service price	Allow price adjustments for services when editing an appointment	Recommended for front desk staff Necessary for location manager
Checkout appointments	Apply payment, sell products, edit, and checkout appointments	Necessary for front desk staff Necessary for location manager Recommended for professionals

CHECKOUT
Privilege Setting	Description	Notes
Other Payment Method	Allow checkout with 'Other' as payment method	Recommended for front desk staff Necessary for location manager Recommended for professionals
Adjust Price	Allow price adjustment for service and products	Recommended for front desk staff Necessary for location manager Recommended for professionals

CLIENTS
Privilege Setting	Description	Notes
View client list	View client first and last names	Necessary for front desk staff Necessary for location manager Recommended for professionals
View client contact information	View and edit client contact information, tags, and personal information	Necessary for front desk staff Necessary for location manager Recommended for professionals
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	ONLY admin individuals should have this privilege
Merge client profiles	Allow staff to merge client profiles	Recommended for front desk staff Necessary for location manager

MESSAGES
Privilege Setting	Description	Notes
View Messages	Ability to read messages (paid add-on) from clients	Necessary for front desk staff Necessary for location manager
Send Messages	Ability to send messages to clients	Necessary for front desk staff Necessary for location manager

STAFF
Privilege Setting	Description	Notes
Clock others in/out	Clock others in/out	Recommended for front desk staff Necessary for location manager
Edit timecards	Edit in and out times on historical timecards	Recommended for location manager
Mobile App Reports	View individual performance metrics	Recommended for professionals
Edit Calendar View	Edit order of staff on calendar view	Necessary for front desk staff Necessary for location manager
Set Timeblock	Create and edit Timeblocks on thee Calendar	Recommended for location manager Recommended for professionals to manage their schedule
Notification Preferences	Allow staff to customize their notification preferences	Recommended for professionals