Roles and permissions
Make your own roles with exactly the rights you choose - what each person can see, create, edit, cancel and export.
Subscriptions comes with four roles: Admin, Manager, Staff and Viewer. When none of them fits a job, make your own role.
Professional plan and above.
Make a role
- Go to Settings › Roles & permissions. You can also get there from Settings › Users.
- Click New role, or click Make a copy under a built-in role to start from it.
- Give the role a name, such as Collections or Front desk.
- Under Copy ticks from, choose a role and click Copy to fill in its ticks. Then change what you need.
- Tick what the role can do in each area. Ticking any right also ticks View, and clearing View clears the row.
- Under Everything not in this list works like, choose a built-in role.
- Click Save role.
Give it to people
Go to Settings › Users and choose the role under Custom roles in the person's role list. It applies from their next click. The business owner and Admins can't have a custom role.
What the areas cover
| Group | Areas |
|---|---|
| Billing | Subscriptions (create, change, pause, cancel), customers, invoices and payments (record payments, email, refund, approve invoices), quotes, customer requests |
| Catalogue | Plans and add-ons, products, coupons, price lists |
| Control | Reports, settings |
Good to know
- Users, the plan and billing always stay with Admins.
- Menus, quick create and Home tiles show only what the role can open. A role without subscriptions doesn't see MRR on Home.
- Emails sent to "admins" or "managers" go by each person's base role.
- When you delete a role, its people keep working as its base role.
- If your plan drops below Professional, or the trial ends, custom roles keep working, but only within their base role. Extra rights pause, and anything the role takes away stays away. Nothing is deleted, and upgrading brings everything back.