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 |
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Manage bookings for the accessible calendars | ✔ | ✔ | ✔ | ✔ | ✔ |
Manage bookings and time slots for the accessible calendars | ✔ | ✔ | ✔ | ✔ |
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Manage bookings and time slots for all calendars | ✔ | ✔ | ✔ |
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Bypass booking restriction rules | ✔ | ✔ | ✔ | ✔ |
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Manage group event scheduling | ✔ | ✔ | ✔ |
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Export bookings (CSV report) | ✔ |
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Personnel |
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Edit his personnel profile (details, calendar sync) and work schedule | ✔ | ✔ | ✔ | ✔ |
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Manage personnel | ✔ | ✔ | ✔ |
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Manage user access and roles | ✔ |
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Clients |
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Create client records via booking | ✔ | ✔ | ✔ | ✔ | ✔ |
Edit client records | ✔ | ✔ | ✔ | ✔ | ✔ |
Send client notifications | ✔ | ✔ | ✔ | ✔ |
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Manage client records | ✔ | ✔ | ✔ | ✔ |
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Import client records | ✔ | ✔ |
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Export client records | ✔ |
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Business |
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Edit business profile (details, pictures, open hours, rules) | ✔ | ✔ |
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Manage business profile, integrations and subscription | ✔ |
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Invoices |
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Create invoices or take payments | ✔ | ✔ | ✔ | ✔ | ✔ |
Export invoices (CSV report) | ✔ |
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Other |
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Manage service offer | ✔ | ✔ |
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Manage resources | ✔ | ✔ | ✔ |
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