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Roles and permissions

Decide what managers and staff can see and change.

There are five roles:

  • Super Admin: the person who created the shop. Can do everything, and is the only role that changes permissions.
  • Admin: everything except changing permissions.
  • Manager: to start with, everything except Financials, Reports, the Payments list, cancelling or deleting bookings, removing signed waivers and the Seascape subscription.
  • Staff: a limited set to start with: the dashboard, trips (including deleting them), reservations, manifests, the waitlist, clients, equipment, staff, messages, the till and refunds. Staff can't create or change reservations until you allow it.
  • Accountant: sales, payments and reports. Settings are read-only.

A Super Admin sets what Managers and Staff may do in Settings → Users and permissions → Access levels → Edit permissions: tick or untick, then press Save Changes. It applies to everyone with that role.

A role that isn't allowed something doesn't see it and is refused it. Check the Staff column before you hand out logins.

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