Staff Member Permissions
This article covers the staff member permissions available in Mangomint. These permissions help manage access to different apps and functionality in the platform.
If you are an Admin user, open the Staff Members app and select Permissions to manage permissions.
Note: Admin users automatically have all permissions enabled.
Use the links below to view the permissions for each category:
Link copiedCalendar
Permission | Description |
---|---|
Can change status of appointments | Confirm/unconfirm appointments, check in clients, etc. Does not allow canceling of appointments. |
Can book and change own appointments | Book, change, and cancel appointments on their own calendar. |
Can view other people’s calendar | Viewing only. Does not allow changing appointments or time blocks on other people’s calendars. |
Can book and change other people's appointments | Book, change, and cancel appointments where another staff member is assigned. |
Can create and change own time blocks | Add, change, and remove time blocks on their own calendar. |
Can create and change other people’s time blocks | Add, change, and remove time blocks on other people’s calendars. |
Can manage waitlist | Add, change, and remove waitlist entries. |
Link copiedClients
Permission | Description |
---|---|
Can access everybody's clients | Grants access to all clients, regardless of who is set as the client owner. This permission is only visible if client ownership is enabled. Note: If a staff member has an appointment with a client, they can view/edit that client’s details via the appointment details even if they are not the client owner and even if this permission is disabled. |
Can access clients' contact details | Disable this permission to hide client contact details (i.e. address, phone number, email address) from this staff member. If this permission is enabled, staff members can export a list of the clients they have access to in the Clients app. |
Can view clients' last names | Disable this permission to hide clients' last names from this staff member (calendar, notifications, etc). This will also remove access to the Clients app. This permission is only available if the Can access clients' contact details permission is disabled. |
Link copiedSales
Permission | Description |
---|---|
Can view individual sales on calendar | View the attached sale for appointments that are visible to this person. Does not grant access to the Sales app. |
Can view list of own sales | Grants access to the list of their own sales. Includes any sales where this person is assigned. |
Can view all sales | Viewing only. Grants access to the Sales app. Does not allow modifying of sales. |
Can start a checkout and modify sales | Take payments, reopen closed sales, make changes to services and products in a sale, etc. |
Can sell non-retail products | Add products from "non-retail" categories during checkout. Can be helpful for tracking internal product usage (professional-use items). |
Can refund payments | Reverse and refund payments. |
Link copiedMessages
Permission | Description |
---|---|
Can view individual conversations | View conversations and message history for clients that are visible to this person. Does not allow sending messages. |
Can view all conversations | Viewing only. Grants access to the Messages app. Does not allow sending messages. |
Can send messages | Send messages to clients in the conversations that are visible to this person. Note: If a staff member does not have permission to access client contact details, they can still send text messages to clients if needed. They will not be able to see the client’s phone number when sending text messages. |
Link copiedReports
Permission | Description |
---|---|
Can access company reports | Grants access to all available reports. Staff members can run reports for the locations that are enabled for them in Apps > Staff Members > Locations. |
Link copiedProducts
Permission | Description |
---|---|
Can manage products | Create, change, and delete products. Allows manual inventory changes. Not required to add products during checkout. |
Can manage purchase orders | Create, edit, and receive purchase orders. |
Link copiedGift Cards
Permission | Description |
---|---|
Can manage gift cards | Manually create, adjust, and delete gift cards. Not required to sell or redeem gift cards during checkout. |
Link copiedPackages
Permission | Description |
---|---|
Can manage packages | Manually create, adjust, and delete packages. Not required to sell or use packages during checkout. |
Can manage package setups | Create and modify package setups. |
Link copiedMemberships
Permission | Description |
---|---|
Can manage memberships | Start, change, and cancel client memberships. |
Can manage membership plans | Create and modify membership plans. |
Link copiedCash Drawer
Permission | Description |
---|---|
Can manage cash drawer | Grants access to the Cash Drawer app. Perform counts and add manual pay-ins and pay-outs. |
Link copiedTime Clock
Permission | Description |
---|---|
Can view Time Clock app | Grants access to the Time Clock app. Allows clocking in on any device where this user is logged in. Note that this permission is not required to clock in. Staff members can still clock in using their PIN under another user account where the Time Clock app is visible. |
Can manage time cards | View, edit, and delete time cards for all staff members. |
Link copiedPayroll
Permission | Description |
---|---|
Can view Payroll app | Grants access to the Payroll app. Allows viewing of payroll reports and exporting of payroll data. |
Can manage payroll adjustments | Grants access to add and delete payroll adjustments. |
Can process payroll runs | Grants access to process payroll runs for Payroll Processing customers. |
Link copiedForms
Permission | Description |
---|---|
Can view individual form submissions | View form submissions attached to appointments that are visible to this person. Does not grant access to the Forms app. If a staff member does not have permission to access client contact details, they will not be able to view client emails and phone numbers on form submissions. |
Can view all form submissions | Grants access to the Forms app. |
Can manage form templates | Create and modify form templates. |
Link copiedResources
Permission | Description |
---|---|
Can manage resources | Create and modify resources and resource groups. |
Can view resources on calendar | View resources such as rooms or chairs as separate columns on the calendar. |
Link copiedCampaigns
Permission | Description |
---|---|
Can edit campaigns | Create and modify email campaigns. |
Can send campaigns | Send or schedule email campaigns. |
Link copiedFlows
Permission | Description |
---|---|
Can manage flows | Create and modify flows and flow runs. |
Link copiedOffers
Permission | Description |
---|---|
Can manage offers | Create and modify offers. |
Link copiedSetup & Management
Permission | Description |
---|---|
Can manage staff members | Add staff members, change work hours and 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 | Create and change services, service assignments, online booking service settings, etc. |
Can manage payment accounts | Grants access to Payments & Checkout > Payment Accounts in the Settings app to review transactions, payouts, etc. A staff member does not need to have this permission enabled to access their assigned payment account to view their balance, payouts, etc. |
Link copiedUser Profile
Permission | Description |
---|---|
Can change own work schedule | Set, modify, and override own work schedule via their User Profile menu. |
Can change own service assignments | Assign/unassign themselves to services via their User Profile menu. Grants overriding of their own default service prices and durations. |
Can view own daily/weekly totals | Grants access to Daily Totals and Weekly Totals (i.e. number of services, service revenue, tips, etc.) from the mobile app menu. |
Link copiedRecommended permissions for different user types
The following permissions are recommended for different user types.
Link copiedFront Desk Staff
Category | Recommended Permissions |
---|---|
Calendar | • Can change status of appointments • Can view other people’s calendar • Can book and change other people’s appointments • Can create and change other people’s time blocks • Can manage waitlist |
Clients | • Can access everybody’s clients • Can access clients' contact details |
Sales | • Can view all sales • Can start a checkout and modify sales • Can refund payments |
Messages | • Can view all conversations • Can send messages |
Memberships | • Can manage memberships |
Cash Drawer | • Can manage cash drawer |
Forms | • Can view all form submissions |
Resources | • Can view resources on calendar |
Link copiedService Providers
Category | Recommended Permissions |
---|---|
Calendar | • Can book and change own appointments • Can create and change own time blocks • Can manage waitlist |
Sales | • Can view individual sales on calendar • Can start a checkout and modify sales |
Messages | • Can view individual conversations • Can send messages |
Forms | • Can view individual form submissions |
Resources | • Can view resources on calendar |
User Profile | • Can view own daily/weekly totals |
Link copiedBooth Renters
Category | Recommended Permissions |
---|---|
Calendar | • Can book and change own appointments • Can create and change own time blocks • Can manage waitlist |
Sales | • Can view individual sales on calendar • Can start a checkout and modify sales |
Messages | • Can view individual conversations • Can send messages |
Forms | • Can view individual form submissions |
Resources | • Can view resources on calendar |
User Profile | • Can change own work schedule • Can change own service assignments • Can view own daily/weekly totals |
Link copiedManagers (Non-Admin)
Category | Recommended Permissions |
---|---|
Calendar | • Can change status of appointments • Can view other people's calendar • Can book and change other people's appointments • Can create and change other people's time blocks • Can manage waitlist |
Clients | • Can access everybody's clients • Can access clients' contact details |
Sales | • Can view all sales • Can start a checkout and modify sales • Can refund payments |
Messages | • Can view all conversations • Can send messages |
Reports | • Can access company reports |
Products | • Can manage products • Can manage purchase orders |
Gift Cards | • Can manage gift cards |
Packages | • Can manage packages |
Memberships | • Can manage memberships |
Cash Drawer | • Can manage cash drawer |
Time Clock | • Can manage time cards |
Forms | • Can view all form submissions |
Resources | • Can manage resources |
Settings | • Can manage staff members • Can manage service settings • Can manage payment accounts |
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