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

Every new employee you add will 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 nearly the same permissions as the 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.

You can customize the list by selecting or deselecting the options below:

Access to web application - allows the employee to access the web application;

Access to mobile application - allows the employee 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 the employee to manage most of the settings: business information, payment options, business hours and calendar, taxes, tags, imports, and requests;

Manage employees - allows the employee to add and remove other employees;

Manage price list - allows the employee to manage price lists;

Manage booking pages - allows the employee to manage booking pages;

Manage subscription plans - allows the employee to manage subscription plans;

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

Manage customers - allows the employee to view and manage the list of customers;

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

View and edit assigned appointments - allows the employee 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 the employee to view and manage all the class sessions;

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

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

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

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

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

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

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

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

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

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

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

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

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

View reports - allows the employee to view reports;

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

View price list values - allows the employee to view prices on items throughout the account.

Export data - allows the employee to export customers, services, products, appointments, jobs, and estimates