Managing Staff Permissions

You can precisely control what each team member can see and do within your business account. The system includes 22 permission categories and nearly 140 individual settings covering every area of the business.

Permission Enforcement

Permissions are not just settings, they are automatically enforced across the entire system:

Navigation menu filtering: Staff members only see menu items they have permission for
Page-level protection: If a staff member tries to directly access a page they don't have permission for, an "Access Required" message appears
API-level protection: Backend endpoints also check permissions, unauthorized API calls result in a 403 Forbidden error
Owner and Manager: Always have full access, their permissions cannot be restricted

Accessing the Permissions Page

From the Staff Page (Recommended)

Navigate to Team > Staff
Select the Access & Permissions tab
Find the staff member in the Staff Permissions list
Click the Manage button next to their name
The detailed permissions page opens with 22 sections

Direct Navigation

The permissions page is directly accessible at: /t/[slug]/staff/[staffId]

Permission Categories

Staff permissions are organized into 22 categories:

1. Login Access

The staff member's login method:

Email and PIN: Full login via email and PIN switching
PIN Only: Can only log in via PIN switching
No Login Access: Cannot log into the system

2. Locations

All Locations: Access to all business locations
Selected Locations: Access only to specified locations

Automatic Sync: If you assign a staff member to a location in Settings > Locations, their permissions are automatically updated.

3. Calendar

View type: Own calendar only or all team members' calendars
View only: Cannot create or modify appointments
Hide prices: Hide service prices in the calendar
Book, cancel, reschedule appointments
Apply discounts
Manage own / all blocked time

4. Dashboard

Access to the following elements:

Business overview
Staff overview
Goals
Activity feed

5. Sales

Access to the following features:

View sales (own / all)
Record sales
Apply discounts (cart / item level)
Process refunds
Void payments
Edit prices
Add tips
Handle cash payments
View daily sales
Export sales

6. Cash Register

View cash register
Open / close
Add transactions (deposits, withdrawals)
View transaction history
Cash register reports

7. Customers

Access level: Full, own customers only, or no access
View contact details
Block customers
Add photos
Access documents
Download customers (export)
Merge customers
Delete customers

8. Catalog

View / manage services
View / manage products
View / manage packages
View / manage memberships
View / manage gift vouchers
View / manage promo codes
View / manage dynamic pricing
View / manage add-ons

9. Group Classes

View / manage schedule
View / manage categories
View / manage class passes
View / manage outstanding balances
Group class settings
Check-in
Manage waitlists

10. Messages

View sent messages
Send SMS campaigns
View incoming messages
Reply to incoming messages
Incoming message settings

11. Marketing

View / manage email campaigns
View / manage SMS campaigns
Manage SMS credits

12. Reports

Access to the following reports:

Business reports
Financial reports
Appointment reports
Staff reports
View all team members' data
Export reports

13. Inventory Management

Access level: Full, limited, or no access
View products
Manage stock (receiving, adjustments)
View / manage suppliers
Bulk import
Bulk operations

14. Staff Management

View / manage own shifts
Manage all shifts
View / manage team members
Manage permissions
Manage closure days
Manage blocking
PIN switching settings

15. Online Booking

View / manage online booking settings
View / manage booking requests

16. Automations

View / manage automations
View automation logs

17. Integrations (Connect)

View integrations
Manage Booking Connect
Manage Web Connect
Manage Email Connect
Manage Calendar Sync
Manage Billingo Connect
Manage Szamlazz.hu Connect
Manage Analytics Connect
Manage Webhooks
Manage Telegram

18. AI Assistant

Use AI assistant
Manage AI settings

19. Reviews

View own reviews
View all reviews
Reply to reviews
Manage review settings

20. Loyalty Program

View / manage settings
View / manage points

21. Forms

View / manage forms
View responses
Fill out forms

22. Settings

Access business settings
Access account & billing
Manage locations
Manage resources
Manage payment settings
Manage calendar settings
Manage appearance

Saving Changes

Click the Save Changes button to apply the permissions. Changes take effect immediately, menu filtering and page-level protection are updated as well.

Quick Actions

Use quick actions for common settings:

Grant Access: Set basic permissions
Full Access: Grant all permissions
Revoke Access: Remove all access

Owner protection

The business owner's permissions cannot be modified. Owners always have full access to all features.

Use case scenarios

Scenario 1: New receptionist with basic access

New receptionist hires. Manager applies "Standard" template, granting booking, customer, payment access, no reports. One click, baseline permissions.

Scenario 2: Temporary manager privileges

Manager on vacation, senior stylist covers. Grant her only reports and schedule access temporarily. Revoke after 2 weeks.

Scenario 3: Stylist isolation

Competition among stylists. Each can only see her own bookings, not others' revenue. "View other staff calendar" permission off.

Scenario 4: Trainee restricted access

Trainee arrives. Calendar and customer search only, no payment editing, no reports. Mistakes minimized.

Tips

Templates first, manual fine-tuning only when needed: faster and less error-prone.
Audit every change: manager documents with note.
Review permissions periodically: role changes, departures.
Owner permissions always protected: by design, don't seek workarounds.

Managing staff permissions