URL: https://www.mangomint.com/learn/staff-member-permissions/ [Home](/learn/) [Staff Members](/learn/help-articles/staff-members/) # Staff Member Permissions - - - - - - - - - - - - - - - - - - - Staff member permissions help manage access to different apps and functionality in Mangomint. If you are an Admin user, you can manage staff member permissions by opening the **Staff Members** app and using the **Permissions** tab. **Note: ** Admin users automatically have all permissions enabled. ## Link copiedCalendarLink copied | Permission | Description | | ---------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | | **Can change status of appointments** | Can confirm/unconfirm appointments, check in clients, etc. Does not allow canceling appointments. | | **Can book and change own appointments** | Can book, change, and cancel appointments on their own calendar. | | **Can view other people’s calendar** | Can view other people’s calendars. Does not allow changing appointments or time blocks on other people’s calendars. | | **Can book and change other people's appointments** | Can book, change, and cancel appointments where another staff member is assigned. | | **Can create and change own time blocks** | Can add, change, and remove [time blocks](/learn/help-articles/calendar/time-blocks/) on their own calendar. | | **Can create and change other people’s time blocks** | Can add, change, and remove [time blocks](/learn/help-articles/calendar/time-blocks/) on other people’s calendars. | | **Can manage waitlist** | Can add, change, and remove [waitlist entries](/learn/help-articles/calendar/intelligent-waitlist/). | ## Link copiedClientsLink copied | Permission | Description | | ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can access everybody's clients** | Can access all clients, regardless of who is set as the client owner. This permission is only available if [client ownership](/learn/advanced-settings-client-ownership/) is enabled.**Note:** If a staff member has an appointment with a client, they can view and edit that client’s details via the appointment details, even if they are not the client's owner and even if this permission is disabled. | | **Can view clients' last names** | Disable this permission to hide client last names from this staff member (calendar, notifications, phone calls, etc.) and remove access to the **Clients** app. | | **Can access clients' contact details** | Disable this permission to hide client contact details from this staff member (i.e. address, phone number, email address) and remove access to the **Clients** app. If this permission is enabled, staff members can export a list of the clients they have access to in the **Clients** app. | | **Can delete and merge clients** | Can delete and merge clients whom they have permission to access. | | **Can manually adjust client account balances** | Can manually increase or decrease a [client’s account balance](/learn/help-articles/clients/client-account-balances/). Does not grant access to the **Clients** app. | ## Link copiedSalesLink copied | Permission | Description | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can view individual sales on calendar** | Can view the attached sale for appointments they have permission to view. Does not grant access to the **Sales** app. Does not allow modifying sales. | | **Can view list of own sales** | Can view their own sales in the **Sales** app. Includes any sales where they are assigned. Does not allow modifying sales. | | **Can view all sales** | Can view all sales in the **Sales** app. Does not allow modifying sales. | | **Can start a checkout and modify sales** | Can take payments, reopen closed sales, make changes to services and products in a sale, etc. | | **Can sell non-retail products** | Can add products from [non-retail categories](/learn/faq-products-and-inventory/#how-do-i-hide-backbarprofessional-use-items-during-checkout) during checkout, which can be helpful for tracking internal product usage (professional-use items). | | **Can refund sales (open and closed)** | Can refund line items and entire sales, whether the sale is open or closed. Grants full refund capabilities. | | **Can refund open sales** | Can refund payments during checkout and in reopened sales. | ## Link copiedConnectLink copied **Note: ** If you have not [completed your phone call application](/learn/completing-your-phone-call-application/), **Connect** permissions will display as **Messages** permissions instead. | Permission | Description | | ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Can view individual conversations** | Can view conversations for clients they have permission to view. Does not grant access to the **Inbox** app. Does not allow sending messages. | | **Can view all conversations** | Can view conversations—including [web chat](/learn/help-articles/web-chat/) conversations—for **all** clients and locations via the **Inbox** app. Learn how you can [use multiple phone numbers](/learn/using-multiple-phone-numbers/) to limit conversation access by [location](/learn/business-setup-locations/). Does not allow sending messages. | | **Can send messages** | Can send text and [web chat](/learn/help-articles/web-chat/) messages in conversations they have permission to view.**Note:** If a staff member does not have permission to access client contact details, they will not be able to see client phone numbers when sending text messages. | | **Can make and receive calls** | Can make and receive [phone calls](/learn/help-articles/phone-calls-and-texting/). If this permission is enabled, the **Can view all conversations** permission will be enabled automatically, allowing the staff member to access the **Inbox** app to view phone call and voicemail history. | ## Link copiedReportsLink copied | Permission | Description | | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can access company reports** | Can access all available [reports](/learn/help-articles/reports/). Staff members can run reports for the locations that are enabled for them in **Apps > Staff Members > Locations**. | ## Link copiedProductsLink copied | Permission | Description | | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Can manage products** | Can create, change, and delete [products](/learn/help-articles/products-and-inventory/). Allows manual inventory changes. This permission is not required to add products during checkout. | | **Can manage purchase orders** | Can create, edit, and receive [purchase orders](/learn/help-articles/products-and-inventory/purchase-orders/). | ## Link copiedGift CardsLink copied | Permission | Description | | ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can manage gift cards** | Can manually create, adjust, and delete [gift cards](/learn/help-articles/giftcards/). This permission is not required to sell or redeem gift cards during checkout. | ## Link copiedPackagesLink copied | Permission | Description | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Can manage packages** | Can manually create, adjust, and delete [packages](/learn/help-articles/packages/). This permission is not required to sell or use packages during checkout. | | **Can manage package setups** | Can create and modify package setups. | ## Link copiedMembershipsLink copied | Permission | Description | | ------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can manage memberships** | Can start, change, and cancel client [memberships](/learn/help-articles/memberships/). Includes pausing/resuming client memberships and renewing client memberships early. | | **Can bypass membership agreements** | Can skip the [membership agreement requirement](/learn/help-articles/memberships/membership-agreements/) when starting a new membership for a client. | | **Can manage membership plans** | Can create and modify membership plans. | ## Link copiedCash DrawerLink copied | Permission | Description | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- | | **Can manage cash drawer** | Can access the [Cash Drawer app](/learn/help-articles/payments/cash-drawer/). Can perform counts and add manual pay-ins and pay-outs. | ## Link copiedTime ClockLink copied | Permission | Description | | --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can view Time Clock app** | Can access the [Time Clock app](/learn/help-articles/staff-members/time-clock/). Allows clocking in on any device where they are logged in. This permission is **not** required to clock in. Staff members can still clock in using their PIN under another account where the **Time Clock** app is accessible. | | **Can manage time cards** | Can view, edit, and delete [time cards](/learn/how-to-manage-and-edit-time-cards/) for all staff members. | ## Link copiedPayrollLink copied | Permission | Description | | ---------------------------------- | -------------------------------------------------------------------------------------------------------------------- | | **Can view Payroll app** | Can access the **Payroll** app. Allows viewing [payroll reports](/learn/payroll-report/) and exporting payroll data. | | **Can manage payroll adjustments** | Can add, edit, and delete [payroll adjustments](/learn/payroll-report/#pay-adjustments). | | **Can process payroll runs** | Can [process payroll runs](/learn/help-articles/payroll-processing/). | ## Link copiedFormsLink copied | Permission | Description | | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Can view individual form submissions** | Can view form submissions attached to appointments they have permission to view. Does not grant access to the [Forms app](/learn/help-articles/forms-and-charting/).**Note:** If a staff member does not have permission to access client contact details, they will not be able to see client emails and phone numbers when viewing [form submissions](/learn/viewing-form-submissions/). | | **Can view all form submissions** | Can access the [Forms app](/learn/help-articles/forms-and-charting/). | | **Can manage form templates** | Can create and modify form templates. | ## Link copiedResourcesLink copied | Permission | Description | | ---------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can manage resources** | Can create and modify [resources and resource groups](/learn/help-articles/calendar/resources/). This permission is not required to add resource requirements in **Service** settings. | | **Can view resources on calendar** | Can view resources, such as rooms or chairs, as separate columns on the calendar. | ## Link copiedCampaignsLink copied | Permission | Description | | ---------------------- | ----------------------------------------------------------------- | | **Can edit campaigns** | Can create and edit [campaigns](/learn/help-articles/campaigns/). | | **Can send campaigns** | Can send and schedule campaigns. | ## Link copiedFlowsLink copied | Permission | Description | | -------------------- | ----------------------------------------------------------------------------------- | | **Can manage flows** | Can create and modify [flows and flow runs](/learn/help-articles/automated-flows/). | ## Link copiedOffersLink copied | Permission | Description | | --------------------- | ------------------------------------------------------------- | | **Can manage offers** | Can create and modify [offers](/learn/help-articles/offers/). | ## Link copiedSetup & ManagementLink copied | Permission | Description | | ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can manage staff members** | Can add staff members and change work hours, service assignments, etc.Does **not** grant access to:• Permissions tab• Compensation tab• Changing staff member user types• Viewing and enabling/disabling staff member locations, _unless_ this person is already enabled in more than one location. | | **Can manage service settings** | Can create and change services, service assignments, online booking service settings, etc. Allows [adding product usage to services](/learn/adding-product-usage-to-a-service/). | | **Can manage payment accounts** | Can access **Payments & Checkout > Payment Accounts** in the **Settings** app to review transactions, payouts, etc. This permission is **not** required for staff members to access [their assigned payment account](/learn/how-to-set-up-a-payment-account-for-a-staff-member/) to view their balance, payouts, etc. | ## Link copiedUser ProfileLink copied | Permission | Description | | -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Can change own work schedule** | Can set, modify, and override their own work schedule via their **User Profile** menu. | | **Can change own service assignments** | Can assign/unassign themselves to services via their **User Profile** menu. Can override their own default service prices and durations. | | **Can view own daily/weekly totals** | Can access [Daily Totals and Weekly Totals](/learn/viewing-your-daily-and-weekly-totals/) (i.e. number of services, service revenue, tips, etc.) from their mobile app menu. | ## Can't find what you're looking for? with us to talk to a real person and get your questions answered, or browse our [on-demand videos](/videos/). *** [](/) © Mangomint, Inc. All rights reserved.