As you add your staff to Business Center you will need to assign them a role to determine what features of Business Center they can access and use. This article outlines all the staff roles and what permissions they have. 

Staff Roles

Each of your staff members can be assigned to one of the following roles: 

User

Collaborator

Marketer

Manager

Admin

Primary Admin

Staff Role Permissions

User

This staff role is great for staff that interacts with clients. It has the least amount of permissions.

• Can view only conversations, appointments, payments, and documents that are assigned to them.
  
  • Conversations can be assigned to users from the inbox by Manager, Admin, or Primary Admin
  • Appointments can be assigned to a user or booked from the online booking menu
  • Payments can be processed by a user. They can only see the payments that they process.
  • Documents can be sent by a user. They can only see the documents that they send. 
  • Can view package details for clients assigned to them
    • Users who do not have Payment access permission would not be able to click on this, as it contains payment related information.
• Cannot access the main account settings, online presence, or marketing.
• Can access and edit their own profile. 
• Can access all functions in Social

Staff Member Profile:

An admin role can access more permissions for the user role by navigating to their Staff Settings > Roles & Permissions. They can then define the following permissions for that user. 

• Define if the user can see all clients in the Clients tab or only the clients assigned to them. 
• Define what managing permissions the user has for information in the client card.
• Define what client information the user can view.
• Define access to Payments.
• Define access to Documents.

User's dashboard in Business Center:

Collaborator

This role is great for a staff member that needs to be able to interact with clients and also view and edit actions for other staff members.

• A collaborator does not have access to main account settings, online presence, or marketing.
• A collaborator can access and edit their own profile. They cannot alter any other staff's profile.
• Can access all functions in Social

An admin role can access more permissions for the collaborator role by navigating to their Staff Settings > Roles & Permissions. They can then define the following permissions for that collaborator. 

• Define what managing permissions the collaborator has for information in the client card.
• Define if the collaborator can export payment reports. 

 Collaborator's inbox in Business Center:

Marketer

This role is great for a staff member that assists with sending promotions or communications to all clients. It is also a good role for the staff members that need access to the business website, listings, and social media pages. 

• A marketer can view only conversations, appointments, and documents that are assigned to them.
  
  • Conversations can be assigned to users from the inbox by Manager, Admin, or Primary Admin
  • Appointments can be assigned to a user or booked from the online booking menu
  • Documents can be sent by a user. They can only see the documents that they send. 
• A marketer does not have access to the sales tab, so they cannot send estimates, invoices, or collect payment. The sales tab is hidden from their view. 
• A marketer has full access to marketing, reputation, online presence, and social content. 
• A marketer does not have access to main account settings.
• A marketer can access and edit their own profile. 

  Marketer's dashboard in Business Center:

Manager

This role is great for a staff member that needs access to all Business Center's features. They can view all users' actions. They have access to all the main account settings, except they cannot edit the account plan or other staff members' settings. 

• A manager has access to view all actions of all staff members. 
• A manager has full access to marketing, reputation, online presence, and social content. 
• A manager can access and edit their own profile. 
• A manager has access to main account settings.

Main Account Settings:

Manager's calendar view in Business Center:

Admin

This role has the greatest amount of permissions. This is for a staff member that needs access to all Business Center's features along with the ability to edit staff settings and the account plan. 

• An admin has access to view all actions of all staff members. 
• An admin has full access to marketing, reputation, online presence, and social content. 
• An admin can access and edit their own profile. 
• An admin has access to change the account plan
• An admin does not have access to the *primary admin login information.
• An admin has access to main account settings.
• An admin has access to edit staff accounts
• An admin has access to add or delete staff members
• An admin has access to change the role of a staff member
• An admin has access to resend an activation email to a staff member.
• An admin has access to alter assignment rules

Primary Admin

This role is automatically assigned to the person that sets up the Business Center account. This should be the business owner or the main Business Center user.  

• The primary admin is the main user on a Business Center account. (Typically the business owner)
• The account is set up with the primary admin's information. 
• The primary admin receives all the business notifications from Business Center. 
• The primary admin has full access to all features in Business Center. 

Need help setting up your Staff's profiles? Click Here for a guide!