Set what a role may use
- Open Settings → Permissions (owner only).
- 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).
- A change is saved at once and applies the next time that person opens a page. Changed cells get an orange dot.
- The owner always has full access and cannot be restricted.
Copy and reset
- Copy role gives a role the same levels as another role.
- 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
- Under Individual exceptions tap the person and choose a different level for the page groups that differ; leave the rest on "same as role".
- Every change is written to the audit log.
Signed in? Open the help assistant in the app for answers tailored to your role.