Help CentreTeam & access

Roles and permissions

A role is a set of permissions, and each permission pairs a resource with an action.

Open Roles & permissions. Build a role, tick the permissions it should carry, and assign it to team members.

Actions

Every permission grants read, write or delete on one resource.

Resources

  • Bookings, services, availability and workflows.
  • Customers and team members.
  • Promotions and loyalty rewards.
  • Payments and analytics.
  • Workspace, settings and roles.

The workspace owner passes every permission check, so an owner can never lock themselves out. Managing roles is owner level work, and availability write is the permission that decides whether a member changes their own hours directly or raises a request.

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Tell us what you were trying to do and we will pick it up from there.

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