Roles and permissions

Everyone in the panel sees only what their role allows. The owner assigns roles, and the server checks them on every action.

In short

Role	Who	Main job
Owner	The person who registered the firm	Everything: firm, locations, prices, team, subscription, themes, site connection
Lead staff member	A staff member in charge of one location (Team and Studio plans)	Running the location day to day: calendar, shifts, requests, clients
Staff member	A team member	Their own bookings and free time
Partner	A site or theme builder invited by the owner	Only themes and site connection of that firm

In detail

Action	Owner	Lead staff member	Staff member
Calendar	Whole firm	Own location	Own bookings
New booking in the panel	Yes	At own location	Only for themselves
Moving and cancelling	Directly	Directly, at own location	Request for approval only
Approving staff requests	Yes	At own location	No
Completed and no show	Yes	At own location	Own bookings
Correcting a wrong status	With a reason	With a reason, at own location	No
Time blocks	Whole firm	Own location	Own free time
Shifts and absences (Schedule)	Yes	Staff of own location	View own only
Assigning staff to a location	Yes	No	No
Invitations and roles (Account and team)	Yes	No	No
Prices and booking rules	Yes	No	No
Clients and history	Whole firm	Own location	Clients of own bookings
“Regular client” mark	Yes	Yes	No
Reward card rules	Yes	No	No
Blocking online booking	Whole firm or location	Own location	No
Import and export	Yes	No	No
Pausing online booking	Firm, location or staff member	Own location or a staff member there	No
Publishing firm and locations	Yes	No	No
Site connection and theme choice	Yes	View	No
Subscription	Yes	No	No
Personal phone notifications	Yes	Yes	Yes
Start screen	Chooses	No	No

A staff member does not see

• colleagues’ bookings and clients;
• the total service value of the location;
• the subscription and firm settings.

Partner

• The owner invites them by email, in Account and team, with the role Partner. The owner can remove access at any time.
• A partner sees only Firm themes and Site connection, with no clients, bookings or subscription.
• One partner can work for several firms. Each firm invites them separately.
• They can upload a theme meant only for that firm and preview it. The owner approves and turns it on.
• They do not change shared catalogue themes.

Details are in Firm-only themes.

When someone leaves

A deactivated account loses access immediately. When the lead role is taken away, the extra permissions end at once. The history of all decisions is kept.