Staff settings

How to create role and Edit role panel

Create Role and clicking a role both open the same side panel. The title is Create role or Edit role. The panel has three sections: Role name, Permissions, and Notifications. Cancel closes without saving. Create role or Save changes writes the role. When editing, Delete role is also available.

Create role and Edit role panel

Role name is shown when assigning staff and when matching notification recipients.
Permissions are grouped by area: Bookings, Items, Promotions, Memberships, Staff Settings, Assets, Products, Settings, Locations, Reports, Waivers, Payments, and Developers.
Each permission is a checkbox such as Create bookings, Edit items, View reports, or Edit staff settings.
Daily digest (email) can be Off, Customer activity, Staff activity, or Customer + staff.
Email alerts can include new bookings, cancelled bookings, rescheduled or updated bookings, booking requests, and stock alerts.
Text message alerts can include new, cancelled, and rescheduled bookings, and are sent to the phone number on the staff profile.
Only notify about bookings this staff member is assigned to limits alerts to that person's assigned bookings.

Tips

Create roles before inviting staff so each new person starts with the right access instead of inheriting Admin.
Link staff to the items they actually run, then choose an assignment rule — auto-assign only considers people checked on Assign Items.
Prefer Set Inactive over Delete User if someone might return, so history and assignment links stay intact.