Choose what your team can do
Each person on your team has a role: what they can do, which sessions and records it covers, and whether their changes wait for your OK. Start from Teacher, Front desk or Event manager and change it to fit.
Open Settings, Team and look under Roles. Tap Edit on a role, or New role to make one.
Tick what the role can do, grouped by Schedule, Customers, Shop, Money, Site and Team. The line at the top says what it can and can’t do as you go.
Which records: Everything (front desk), Sessions they’re assigned (teachers) or Only what they create (someone running their own events).
Sees private details: contact details, health answers, children’s details and sensitive files. Leave it off unless they need them. Without it they see names, attendance and whether forms are in.
Their changes: Wait for my OK (the default) lets check-ins and notes go through and holds anything customers see for you to approve on Today. Just do it lets their changes go through; refunds and messages still wait unless a policy covers them, like Teachers calling off on Policies, which lets a teacher call off a session they teach.
Prices are their own permission. An event manager can price their events without touching your shop, and a role without it can’t change a price anywhere, even while saving an offering.
Only you change roles or who has them, and the change applies on their next step.
For agents
team.roles lists roles (starters included before first use: Allpage’s, with the business’s kind’s own over them, like a salon’s Stylist) and the permission catalog by area. team.saveRole (tier H, strong sign-in, owner only) takes role (a key) to change one, or just a name for a new one, permissions (catalog keys), records (all, assigned, own), sensitive, approval (ask or auto) and bookable (new members take bookings online; kept when left out). team.assignRole takes personId and role. team.removeRole removes a role nobody has. A team member’s refused call says which area it needed (“That’s a change to your shop. Ask the owner.”).