Teams: Roles & Permissions Explained

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Our Teams feature allows you to add more than one Team Member to your GlossGenius account! When adding your new Team Members, you'll be able to assign them a role that will come with a preset group of permissions. However, we've made this feature flexible to fit your unique needs for Team Members, so permissions can be adjusted - even when you have determined which Role your Team Member will be assigned. 

You can pick from the following Roles:

• Owner
• Marketer
• Manager
• Assistant
• Service Provider (self-employed)
• Service Provider (commission).

This chart will explain the individual permissions that each role is assigned by default. Of course, you'll be able to adjust these individually as you need to! 

Roles and their default permissions

Permission/Role	Owner	Marketer	Manager	Assistant	Service Provider (Self-Employed)	Service Provider (Commission)
My Calendar	View & Edit	View Only	View & Edit	View & Edit	View & Edit	View & Edit
Other Team Members' Calendar	View & Edit	View Only	View & Edit	View & Edit	None	None
Checkout Clients	✅	❌	✅	✅	✅	✅
Issue Refund	✅	❌	✅	✅	✅	✅
Manage Client Profile	View & Edit	View Only	View & Edit	View & Edit	View & Edit	View Only
Manage Client History and Notes	View & Edit	None	View & Edit	View & Edit	View & Edit	View & Edit
Modify Reviews	✅	✅	✅	✅	❌	❌
View Analytics	Everyone's	None	Everyone's	None	Only Theirs	Only Theirs
View Reports	Everyone's	None	Everyone's	None	Only Theirs	Only Theirs
Manage Expenses	✅	❌	✅	✅	❌	❌
Manage Marketing Campaigns	✅	✅	✅	✅	❌	❌
Manage Salon Website	✅	❌	✅	❌	❌	❌
Manage Business Details	✅	❌	✅	❌	❌	❌
Manage Booking & Payment Details	✅	❌	✅	❌	❌	❌
Manage Team Access	✅	❌	✅	❌	❌	❌
Manage Services	✅	❌	✅	❌	✅	❌
Manage Retail Items/Inventory	✅	❌	✅	✅	✅	❌
Update Personal Details	Everyone's	None	Everyone's	None	Only Theirs	Only Theirs
Update Working Hours	Everyone's	None	Everyone's	Everyone's	Only Theirs	Only Theirs
Manage Commission Rates	View & Edit	View Only	View & Edit	View Only	View Only	View Only

Permissions Detail

Each permission can allow for access or restrict access for Team Members. This is a description of each permission and which section of GlossGenius it can impact.

• My Calendar
  This section is for Team Members to view their own Calendar - this means Appointments and unavailability as well. The three levels of permissions are:
• View & Edit - ability to view and edit their own calendar and waitlist
• View Only - Only able to view their own calendar and waitlist
• None - Cannot view or edit their own calendar (appointments or unavailability)

• Other Team Members' Calendars
  This permission is specific to the Calendar feature. This includes the view of Appointments and unavailability
• View & Edit - ability to view and edit calendar and waitlist of all other Team Members
• View Only - able to view the calendar and waitlist for all other Team Members
• None - Cannot view or edit calendar for other Team Members

• Checkout clients
  Ability to check out clients
• On or Off

• Issue Refunds
  Allows Team Members to issue refunds to clients
• On or Off

• Manage Client Profile
  Ability to view or edit the Profile all together, there are 3 different levels of access for this permission:
• View & Edit - ability to view and edit all client information
• View Only - Only able to view client information. This includes phone numbers and email addresses
• None - Can only view Client Name

• Manage Client History and Notes
  This will control the Client history section when viewing the Client profile. Also the ability to view or edit notes within ALL clients
• View & Edit - ability to view and edit all client notes and portfolio images.
• View Only - Only able to view client notes and portfolio images.
• None - Unable to view client notes or portfolio

• Modify Reviews
• On or Off - enables the Team Member to modify any reviews that are left by a client.

• View Analytics
  Allows or restricts access to the Analytics section - the three levels of access associated with this permission are:
• Everyone's: Enables the ability to view analytics for the entire salon, as well as individual team members
• Only Theirs: Analytics that only relate to their own login
• None: Analytics is not accessible with this option chosen.

• View Reports
  Specific to the reports section. Three levels of permissions here:
• Everyone's: Enables the ability to view reports for the entire salon, as well as individual team members
• Only Theirs: Reports that only relate to their own login
• None: Reports section is not accessible with this option chosen. 

• Manage Expenses
  Ability to manage expenses, such as adding, editing, or deleting expense items.
• On or Off

• Manage Marketing Campaigns
  This allows Team Members to create and send mass email and text messaging campaigns to Clients
• On or Off

• Manage Salon Website
  Permission is giving the Team Member the ability to edit the look and feel of the account's Site. This includes background, portfolio pictures, team lineup, etc)
• On or Off

• Manage Business Details
  This is related to allow Team Members to edit business name, hours, and location(s)
• On or Off

• Manage Booking & Payment Details
  Allows Team Members to manage the booking and payment details (within Booking Controls & Notifications under Settings), such as client notifications, check-out preferences, and online booking settings for Team Members.
• On or Off

• Manage Team Access
  Ability to add or remove Team Members to the Salon. Also allows Team Members to assign Roles and edit individual permissions with each login.
• On or Off

• Manage Services
  Ability to manage services, such as adding, editing, and deleting services.
• On or Off

• Manage retail items/ inventory
  Gives Team Members access to manage retail items, such as adding, editing, and deleting.
• On or Off

• Update Personal Details
  Touches on Team Member bio details and contact details. Three levels of access:
• Everyone's: Update everyone's contact and bio information
• Only Theirs: Can only allow Team Member to update their own contact and bio information
• None: Team Member will not be able to update their own Contact information or bio.

• Update Working Hours
• Everyone's: Update everyone's working hours
• Only Theirs: Can only allow Team Member to update their own working hours
• None: Team Member will not be able to update their own working hours.

• Manage Commission Rates 
• View & Edit - Can view and edit commission settings 
• View Only - Can only view commission settings 
• None - No access to commission settings