Preset permissions

Preset system is role-based: preset creation, editing, application is role-tied.

Default role rules

Owner

✅ Create preset
✅ Edit preset
✅ Deactivate / delete preset
✅ Apply preset in any situation

Manager

✅ Create preset
✅ Edit preset
✅ Deactivate preset
✅ Apply preset in any situation
❌ Hard-delete preset (Owner only)

Reception

❌ Create / edit preset
✅ Apply preset (at checkout)
❌ Manual discount (depending on config)

Staff

❌ Create / edit preset
✅ Apply preset (on own bookings)
❌ Manual discount

Per-preset role restriction

A specific preset accessible only to certain roles:

"Manager comp 50%" preset → Manager / Owner only
"Loyalty 10%" preset → everyone

When editing preset: Allowed roles field → role multi-select.

Limit fields (advanced)

Max value per preset (cap)

Preset can have max value:

"Manager comp 50%" → max 5,000 HUF (even if 50% is larger)

Max count per staff per day

"Welcome 500 HUF" preset → max 5×/staff/day

Reason required / optional

"Manager comp" preset → reason required

Manual discount toggle

Configurable at salon level:

Staff-level manual discount: ON / OFF
Reception-level manual discount: ON / OFF
Manager-level manual discount: always ON

If Reception manual discount is OFF, they can only use presets.

Role-based audit trail

In reports:

Per-staff preset usage
Per-staff manual discount usage
Per-role average

Manager sees Reception uses presets, Manager-level uses manual. Useful.

When to use it

Scenario 1, restrictive salon Owner wants strict discount policy:

Reception can only use presets
Manual discount only Manager / Owner

Scenario 2, manager-level compensation "Manager comp 50%" preset Manager only. If Reception tries, dropdown hides it.

Scenario 3, junior staff restriction New Staff can only use base presets (Loyalty, Welcome), complex Manager presets unavailable.

Scenario 4, max-value protection "Manager comp 50%" preset max 5,000 HUF. If applied to 30,000 HUF service, only takes off 5,000. Profit protector.

Scenario 5, audit dispute Customer claims no discount given. Stat → preset history → preset permission check. Was staff authorized? If not, why try? Internal audit.

Tips

Default role rules 95% OK, modify only for special needs.
Per-preset role restriction is security layer, don't ignore.
Manual discount toggle is "soft" protection, hard protection is per-preset role.
Max-value is profit protection, mandatory for high-value presets.
Reason requirement is audit strengthening, use for "Manager comp" type presets.
Junior staff training should use preset-only, gradually enable manual.

Permissions and role rules