User roles and permissions

Each team member has a permission role that controls what they can see and do.

Change someone's role

1. 1

   Go to Team.
2. 2

   Find the person and select Actions.
   
3. 3

   Change their permission role and save.

Set what each role can do

Open the Permissions tab (3). The roles in the demo account are Workspace owner, Medium Access, Basic Access and No access.

Permissions mentioned elsewhere in this help centre

• Can book without a valid patch test: lets staff book from the calendar when a patch test has expired.
• Customise sales receipts: lets staff change the receipt design.
• Billing permission: needed to buy SMS credits.
• Adjust gift card balance: receptionists don't have this by default.
• Team pay: lets someone see other people's pay.

PIN switching

The PIN switching tab lets team members switch user quickly on a shared device using a PIN.

Related: Add your team · Passwords, codes and security