Setting up the employee permissions correctly will make sure your business
is run as smoothly as possible.

Every new employee you add should have an assigned role. The employees can be entered as 'Admin', 'Office staff', or 'Worker'. A list of permissions for each role is set by default. However, you may customize the list or create a new role with a different set
of permissions.

To add a new role go to 'Settings' on the left-side menu, click on the 'Accounts & Billing' drop-down menu and select 'Team'. Go to the 'Roles' tab and click 'Add'.

Enter a name for a new role and select the permissions you would like to enable.

Lists of permissions for new roles are based on the templates for 'Admin', 'Office staff',
or 'Worker' types of employees in a drop-down menu.

By default 'Admin' has the widest scope of permissions as an owner, 'Office staff' can schedule workers and interact with customers, and 'Worker' can only interact with customers, jobs, estimates, and tasks they are assigned to.

However, you can customize the list by selecting or deselecting the options below:

Access to web application - allows your employees to access the web application;

Access to mobile application - allows your employees to access the mobile application;

Receive email reports - all employees with this permission will receive summary reports to their email addresses;

Receive new review emails - the employees with this permission will receive alerts of new reviews to their email addresses;

Manage company settings - allows managing most of the settings: business information, payment options, business hours and calendar, taxes, tags, imports, and requests;

Manage employees - allows adding and removing employees;

Manage price list - allows managing price lists;

Manage booking pages - allows your employees to manage booking pages;

Manage subscription plans - allows managing subscription plans;

Manage notifications & templates - allows employees to configure message channels, and notifications as well as edit text and email templates;

Manage customers - allows viewing and managing the list of customers;

Manage appointments - allows employees to view and manage all the appointments;

View and edit assigned appointments - allows employees to view and update only the appointments they are assigned to. This option remains inactive if the 'Manage appointments' option is selected;

Manage class sessions - allows employees to view and manage all the class sessions;

View and edit assigned class sessions - allows employees to view and update only the class sessions they are assigned to;

Manage jobs - allows employees to view and manage all the jobs;

View and edit assigned jobs - allows employees to view and update only the jobs they are assigned to;

Manage estimates - allows employees to view and manage all the estimates;

View and edit assigned estimates - allows employees to view and update only the estimates they are assigned to;

Manage work requests - allows to view and manage work requests;

Manage invoices - allows employees to view and manage all the invoices;

View and edit assigned invoices - allows employees to view and update only the invoices for the jobs they are assigned to;

Manage tasks - allows employees to view and manage all the tasks;

Manage own tasks - allows employees to view and manage only the tasks they have created;

View and complete assigned tasks - allows employees to view and manage only the tasks they are assigned to;

Communicate with customer in chats - allows to initiate communication with customers in chats;

Reply in assigned chats - allows to communicate with customers only in the chats they are assigned to;

View reports - allows employees to view reports;

View activities - allows to view a list of activities performed by other employees.