Roles and capabilities control what someone can see or do in a business.
Use this article for the older customer-detail role view. For current staff access, use Roles & Permissions, Staff Management, and Access Control.
Common access types#
Customer#
Customers can book, buy products, manage their own account, and view their own activity.
Staff#
Staff members can access the business workspace according to the role or capabilities they were given.
Teacher or provider#
Teachers and providers can have teaching or appointment delivery profiles. That does not automatically mean they can manage the business.
Manager#
Managers can help run operations such as customers, bookings, classes, staff, or payments depending on the configured access.
Owner#
Owners have broad control over business settings and access. Give owner-level access only to people who should be able to make major business changes.
Where to manage access now#
Use:
- Admin > Settings > Staff for inviting and managing staff
- Admin > Settings > Staff for staff administration
- Admin > Teachers for teaching profile setup
- Customer detail role sections only when your role includes access to those links
Access should match the person's job. Do not grant broader access just to solve one temporary task.
Role changes and profile changes are different#
Changing a public teaching profile controls what customers see about a teacher.
Changing staff access controls what the person can do inside Admin.
If someone can teach but cannot open a staff page, update staff access. If someone can open Admin but is missing from classes, check the teaching profile and class assignment.
Best practices#
- Give the minimum access needed.
- Remove access when someone leaves.
- Review staff access regularly.
- Avoid sharing one login between multiple people.
- Use customer detail changes for customer support, not staff administration.
Troubleshooting#
Someone cannot open a page#
Check their staff access and selected business.
Someone appears as a teacher but cannot manage classes#
They may have a teaching profile without class-management access.
A customer has too much access#
Review their business links and remove any role or staff access they no longer need.