Team and access
Choose what managers and staff can do
Understand the owner, admin, manager and staff roles, and tick exactly what managers and staff can see and do.
Everyone who logs in has one of four roles.
- Owner: everything. Only the owner can change apps, the plan, roles and access, add admins or close the account.
- Admin: everything at every location, except those owner-only things.
- Manager: runs the locations they work at and only sees those. Can do what's ticked for managers.
- Staff: works from their own calendar column. Can do what's ticked for staff.
Managers and staff can always see and change their own appointments, see the clients they've had appointments with, add new clients and change their own password.
- Go to Settings → Roles and access. Only the owner sees this page.
- Tick or untick each kind of access for Manager and Staff, such as Everyone's calendar, All clients, Checkout, Refunds, Catalogue, Team, Marketing, Settings and each type of report.
- Press Save access. Changes apply straight away.
Changed too much? Press Back to the suggested access to start again from our suggested settings.
Still stuck?
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