Menu
HomeKnowledge base
Back

Create permission roles

Learn how to create custom permission roles for different team levels, allowing you to further customize each team member's access to your business workspace.

Permission AreasCalendarSalesClientsReportsTeamCatalogMarketingWorkspaceCreate Permission RoleRole name: ManagerAllow calendar bookingsView all reportsManage clientsApply discountsEdit servicesSave Role

How permissions work

  1. Permission roles define what each team member can access and perform in your workspace. Each role includes permissions organized by area, which you can enable or disable.
  2. Each workspace comes with templated permission roles to help you get started. You can edit these or create your own.
Permission areas include: Calendar, Sales, Clients, Reports, Team, Catalog, Online profile, Marketing, Payments and wallet, and Workspace.

Create a permission role

  1. From the main menu on the left of your screen, go to Settings.
  2. Click on the Team category to access permission settings.
  3. In the left menu panel, select Permission roles, and click the Add button in the top right.
  4. Enter the name of the permission role (e.g. Manager). Click Continue to proceed.
  5. Choose which permission areas the role can access. In the left menu, select each area to customize its settings. A green dot indicates full access.
  6. Click Continue to proceed to the next step.
  7. Assign team members to the role using the search bar. Tick the checkbox next to their name.
  8. Click Save in the top right to create the permission role.

FAQs

Was this guide helpful?