Not everyone on your team needs access to everything. Roles and permissions let you control what each person can see and do.
User Roles
- Admin: Full access to everything. Bookings, payments, settings, reporting. This is the account owner and managers.
- Staff: Can see bookings they're assigned to, client info, event details, and notes. Cannot access payments, settings, or reporting unless you grant additional permissions.
- Customer: Your clients. They log in to view their bookings, sign contracts, make payments, and fill out questionnaires through the client portal.
Staff Permissions
Staff start with basic access. You can expand what they can do with two optional settings:
- See All Bookings: Lets staff see every booking in the system, not just the ones they're assigned to.
- Extended Permissions: Gives staff access to pricing, add-ons, venues, private notes, and the ability to convert leads to proposals.
What Extended Permissions Includes
- See and edit pricing on bookings
- See and edit add-ons
- See and edit venue details
- See and edit private notes
- Convert leads to proposals
Staff with extended permissions still cannot see pricing on all bookings they're not assigned to, unless "See All Bookings" is also enabled.
Sales Role
The Sales role gives staff everything in the basic Staff role plus built-in access to lead management and the ability to create and send proposals. Sales users can also be granted "See All Bookings" and "Extended Permissions."
Quick Reference
| Role | Basic Access | Lead Management | Proposals | See All Bookings | Extended Permissions |
|---|---|---|---|---|---|
| Staff | ✓ | ✗ | ✗ | Optional | Optional |
| Sales | ✓ | ✓ | ✓ | Optional | Optional |
The shareable link at the bottom of a booking will show pricing to anyone who opens it, even if pricing is hidden for that user.
Adding a Staff Member
Manage → User Accounts
Go to User Accounts.
Click New User.
Enter their name and email.
Assign the appropriate role.
Send them a login invitation.