There are different user roles in Booxi; these roles determine the level of access and associated permissions each user has. The roles include the following:
Administrator
Supervisor
Manager
Staff
Restricted Staff
User roles only apply to users who've been invited to join Booxi (i.e. those who have access to their own Booxi account); this is for staff members who use Booxi to perform business operations (e.g. manage appointments and schedules). To invite a user to join Booxi, see here.
Edit a staff member's user role
Only administrators can edit a staff's user role.
To edit a staff member's user role: go to the "Personnel" tab > {select a staff profile} > User access
Permissions per role
Back Office permissions
Here is a list of permissions per user role.
"Accessible calendars" refers to the staff member's own calendar and all shared calendars.
"Manage" refers to all operations (create, view, edit and delete)
| Admin | Supervisor | Manager | Staff | Restricted |
Calendars |
|
|
|
|
|
Manage bookings for the accessible calendars | ✔ | ✔ | ✔ | ✔ | ✔ |
Manage bookings and time slots for the accessible calendars | ✔ | ✔ | ✔ | ✔ |
|
Manage bookings and time slots for all calendars | ✔ | ✔ | ✔ |
|
|
Bypass booking restriction rules | ✔ | ✔ | ✔ | ✔ |
|
Manage group event scheduling | ✔ | ✔ | ✔ |
|
|
Export bookings (CSV report) | ✔ |
|
|
|
|
Personnel |
|
|
|
|
|
Edit his personnel profile (details, calendar sync) and work schedule | ✔ | ✔ | ✔ | ✔ |
|
Manage personnel | ✔ | ✔ | ✔ |
|
|
Manage user access and roles | ✔ |
|
|
|
|
Clients |
|
|
|
|
|
Create client records via booking | ✔ | ✔ | ✔ | ✔ | ✔ |
Edit client records | ✔ | ✔ | ✔ | ✔ | ✔ |
Send client notifications | ✔ | ✔ | ✔ | ✔ |
|
Manage client records | ✔ | ✔ | ✔ | ✔ |
|
Import client records | ✔ | ✔ |
|
|
|
Export client records | ✔ |
|
|
|
|
Business |
|
|
|
|
|
Edit business profile (details, pictures, open hours, rules) | ✔ | ✔ |
|
|
|
Manage business profile, integrations and subscription | ✔ |
|
|
|
|
Invoices |
|
|
|
|
|
Create invoices or take payments | ✔ | ✔ | ✔ | ✔ | ✔ |
Export invoices (CSV report) | ✔ |
|
|
|
|
Other |
|
|
|
|
|
Manage service offer | ✔ | ✔ |
|
|
|
Manage resources | ✔ | ✔ | ✔ |
|
|
Head Office permissions
| Admin | Supervisor | Manager | Staff | Restricted |
Head Office |
|
|
|
|
|
Apply service template updates to assigned stores | ✔ |
|
|
|
|
Apply store template updates to selected stores | ✔ |
|
|
|
|
Grant a "User without calendar" Back Office access to stores. | ✔ |
|
|
|
|
Edit, add, delete and re-order template services and service categories. | ✔ | ✔ |
|
|
|
Edit the store template and all stores. Includes:
| ✔ | ✔ |
|
|
|
Create, edit, delete personnel templates | ✔ |
|
|
|
|
View personnel templates | ✔ | ✔ |
|
|
|
Head Office Stores |
|
|
|
|
|
Deactivate and reactivate stores | ✔ |
|
|
|
|
Add new stores | ✔ |
|
|
|
|
Re-order stores | ✔ |
|
|
|
|
Add, edit, delete and reorder store categories | ✔ |
|
|
|
|
Head Office Reports |
|
|
|
|
|
Export appointment, group reservation and metric reports for all stores. | ✔ |
|
|
|
|