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Permissions — what each role can see and do

Set what a role may use

  1. Open Settings → Permissions (owner only).
  2. Each row is a group of pages (Checkout, Bookings, Customers, Payroll, Finance …); each column is a role. Pick a level: Hidden (pages disappear from the menu and the server refuses them), View only, Can edit or Full control (also approve, delete and export).
  3. A change is saved at once and applies the next time that person opens a page. Changed cells get an orange dot.
  4. The owner always has full access and cannot be restricted.

Copy and reset

  1. Copy role gives a role the same levels as another role.
  2. Restore defaults puts a role back to the built-in levels (what the salon had before anything was changed).

One person differs from their role

  1. Under Individual exceptions tap the person and choose a different level for the page groups that differ; leave the rest on "same as role".
  2. Every change is written to the audit log.

Signed in? Open the help assistant in the app for answers tailored to your role.