Permissions List & Defaults

Clients

Clients

clients.manage

Manage all clients

Can manage all clients (if disabled, user can only manage assigned clients)

clients.all_clients.manage

Can access all clients activities

Can access activities on unassigned clients as collaborator

clients.all_activities.manage

Access all client activity

Can view all activity of assigned clients (if disabled, can only view their own activity with assigned clients)

clients.collaborated_activities.manage

Full access to client info

Can edit all information and perform bulk actions. (if disabled can only edit info, except tags and opt-in value)

clients.contacts_extended.manage

Client Views

Can manage clients' page views

clients.client_views.manage

View/Edit Email

Can access client’s email

clients.client_email.manage

View/Edit Name

Can access client’s name

clients.client_lastname.manage

View/Edit Phone

Can access client’s phone

clients.client_phone.manage

Delete

Can delete clients

clients.contacts.delete

Export Clients

Can export clients

clients.clients_list.export

Business Management

Manage account & settings

Manage staff members, subscriptions, and business settings

account.manage

Access business settings

Can view main business settings page in addition to their staff settings

account.settings.manage

Access staff settings

Can create, edit and disable staff members

account.staff.manage

Access staff

Can perform actions for other staff members and view their calendars

account.staff.view

Manage plans

Can make changes to business subscription plans

account.plans.manage

Install apps

Can install apps from the app market

account.apps.install

Purchase apps

Can purchase apps from the app market

account.apps.manage

Access business info settings

Can view and edit Business Info settings

account.theme.manage

Manage Admins

Can manage admin accounts

business_management.admin_account.manage

Business Management

business_management.manage

Settings

Can access the setting page

business_management.settings.manage

View Staff

Can view staff members

business_management.staff.view

Onboarding checklist

Can view and manage the onboarding checklist

business_management.onboarding_checklist.manage

Payments

Payments

payments.manage

Manage client payments

Can view and take payments from clients (If disabled, Payments menu and key features are hidden)

payments.client_payments.manage

Export payments received

Can export report of payments received

payments.client_payments.export

Export estimates

Can export estimates

payments.estimates.export

Export invoices

Can export report of payment requests

payments.invoices.export

Refund

Can refund clients

payments.refund.manage

Settings

Can view and edit Payment settings and Billing & Invoicing settings (requires business settings access)

payments.settings.manage

Manage Packages

Can create and edit packages

payments.packages.manage

Coupons

Can create and apply coupons

payments.coupons.manage

Save Card Details

Can store cards on file

payments.credit_cards.manage

Documents

Documents

documents.manage

Campaigns

Marketing

Can create and send email & SMS marketing campaigns

campaigns.manage

Reports

Reports

Can view reports containing key business data

reports.manage

Online Presence

Online Presence

Can view, manage, and update online presence

online_presence.manage

Clients

Clients

V

V

V

V

V

V

Manage all clients

V

V

V

V

V

Can access all clients activities

V

V

V

V

Access all client activity

V

V

V

V

Client conversations

V

V

V

Full access to client info

V

V

V

V

Client Views

V

V

V

View/Edit Email

V

V

V

V

V

View/Edit Name

V

V

V

V

V

View/Edit Phone

V

V

V

V

V

Delete

V

V

V

Export Clients

V

V

Business Management

Business Management

V

V

V

V

V

Settings

V

V

V

V

View Staff

V

V

V

V

Manage Staff

V

V

Manage Plans

V

V

Install Apps

V

V

V

Purchase Apps

V

V

V

Onboarding checklist

V

V

Edit Business Theme

V

V

Payments

Payments

V

V

V

V

V

V

Settings

V

V

V

Refund

V

V

V

Manage Packages

V

V

V

V

V

V

Save card details

V

V

V

V

V

Client Payments

V

V

V

V

V

Coupons

V

V

V

V

Export

V

V

V

Export Estimates

V

V

V

Export Invoices

V

V

V

Documents

Documents

V

V

V

V

V

V

Campaigns

Campaigns

V

V

V

V

Reports

Reports

V

V

V

Online Presence

Online Presence

V

V

V

V

Business Management

Manage Admins

V