Understanding Roles and Permissions

Modified on Fri, 10 Jan at 3:53 PM

There are three key roles with varying levels of access and permissions: Owner, Manager, and Member. Use the table below to understand the specific permissions for each role.

Things to Remember

Owners: Oversee the workspace policies, settings, earnings, and reports.
Managers: Handle day-to-day operations, such as managing bookings, teams, rosters and plans. They also have access to most workspace settings to ensure smooth operations.
Members: Focus on delivering services to customers. They manage their assigned bookings, provide excellent service, and track their personal performance.

Permissions and Access

Breakdown of permissions by type of role for key features and settings for using the Workspace.

Dashboard

	Owners	Managers	Members
View Workspace Dashboard	Yes	Yes	No
View Personal Dashboard	Yes	Yes	Yes

Bookings

	Owners	Managers	Members
View All Bookings	Yes	Yes	No
View My Bookings	Yes	Yes	Yes
Upload a File	All bookings	All bookings	My bookings
Add a Note	All bookings	All bookings	My bookings
Complete Bookings	All bookings	All bookings	My bookings
Reassign Bookings	All bookings	All bookings	No
Reschedule Bookings	All bookings	All bookings	My bookings
Cancel Bookings	All bookings	All bookings	My bookings

Earnings

	Owners	Managers	Members
View Earnings Dashboard	Yes	Yes	No
View Transaction History	Yes	Yes	No

Contacts

	Owners	Managers	Members
View Contacts	Yes	Yes	Yes

	Owners	Managers	Members
View Directory	Yes	Yes	No
View Teams in Directory	Yes (All Teams and My Teams)	Yes (All Teams and My Teams)	No (My Teams only)

Reports

	Owners	Managers	Members
View and Download Reports	All Reports	All Reports	Only own Order and Refund Report
Download Reports for Specific Pros	Yes	Yes	No

Workspace Settings

	Owners	Managers	Members
Update Basic Info	Yes	Yes	View only
Update Support Info	Yes	Yes	View only
Manage Branding	Yes	Yes	No
Update Bank Details	Yes	No	No
Manage Working Hours	Yes	Yes	View only
Manage Notice Period	Yes	Yes	View only
Update Reschedule Policies	Yes	View only	View only
Edit Reschedule reasons	Yes	Yes	No
Update Cancellation Policies	Yes	View only	View only
Edit Cancellation Reasons	Yes	Yes	No
Edit Reassign Reasons	Yes	No	No
Edit Follow-up Reasons	Yes	No	No

Members

	Owners	Managers	Members
View Members	Yes	Yes	No
Invite Members	Yes	Yes	No
Remove Members	Yes	Can remove Member roles only	No
Update Roles	Can update Owner, Manager, and Member role	Can update Member role only	No

Plans

	Owners	Managers	Members
Create Plan	Yes	Yes	No
View Plan Summary	Yes	Yes	No
Edit Plan Details	Yes	Yes	No
Remove Plan	Yes	Yes	No
Move Plan to Draft	Yes	Yes	No

Rosters

	Owners	Managers	Members
Create Roster	Yes	Yes	No
Add Member to Roster	Yes	Yes	No
Add Plan to Roster	Yes	Yes	No
Edit Roster Details	Yes	Yes	No
Leave Roster	Yes	Yes	No
Remove Member from Roster	Yes	Yes	No
Delete Roster	Yes	Yes	No

Teams

	Owners	Managers	Members
Create Team	Yes	Yes	No
Add Member to Team	Yes	Yes	No
View Team Summary	Yes	Yes	‘My Teams’ only
Edit Team Details	Yes	Yes	No
Assign Team Lead	Yes	Yes	No
Leave Team	Yes	Yes	No
Remove Member from Team	Yes	Yes	No
Delete Team	Yes	Yes	No

Need More Help?

Reach out to our support team for assistance.