New Roles available

There are different roles available as mentioned below:

To find the section of roles go to Settings >> Roles

Owner: Read and write access to everything across all team member accounts in addition to managing role assignments.

 

Admin: An admin is best suited for managers of the business. They can see all appointments, all orders, reports, and send marketing campaigns. They are not able to change billing.

 

Staff: A staff role is best suited for contractors and employees that want to manage their day. They can create their own schedule, checkout their own clients, and also be booked by front desk staff. They cannot see other employee's calendars or orders contained on other staff calendars.

 

Staff - no customer contact info: This staff role is a clone of the normal staff role - however they are not able to see contact information about the clients. They are still able to see custom attributes, upcoming appointments, notes, etc. but they are unable to see email, phone, or send messages to clients.

 

Read-Only: Read only access only to things the team member owns. For example, this user cannot access events on calendars belonging to other users, update the product catalog, or edit business details.

Read only - no customer contact info: This read only role is a clone of the read only role - however they are not able to see contact information about the clients. They are still able to see custom attributes, upcoming appointments, notes, etc. but they are unable to see email & phone.

 

Front desk: A front desk role is best suited for those who manage appointments on all staff calendars and check out customers. They have full access to customer history, but cannot view reports or change sensitive business settings such as payment settings.