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

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	✔	✔	✔

Give a staff member access to a Booxi account

Create, duplicate and delete staff profiles

Back Office overview

Personnel booking rules

Personnel overview