Managing Partner Account permission settings

Set and adjust Partner permissions to ensure secure, appropriate access for your Partners.

Learn how to access Partner permission settings, including Partner-specific permissions, product/item and category access restrictions, and how to expand/collapse permission sections.

New to Partner accounts? Please read the first article in this series: Introduction to Partner Accounts.
 

Learn more about Staff and Customer accounts Looking for information on Staff or Customer accounts? Check out the following articles: Introduction to Staff Accounts Introduction to Managing Customer Accounts

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Permissions
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
• Our Android and iOS mobile apps do not support Partner Accounts. Partners must use their desktop or mobile browsers to access accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

Editing Customer bookings Editing Customer bookings is not supported in Partner Accounts.

By default, a Partner account is enabled and gives all Partner permissions.

You can give Partners a combination of Partner-specific permissions as needed.

Process Cash POS Payments

This permission enables the Partner to process payments by POS Cash.

Process payments via Payment Provider

This permission enables the Partner to process credit card payments through your Payment Provider.

Process Account Receivable payments (billed later)

This permission enables the Partner to charge the Customer for the booking using a third-party payment method and then owe that amount to your business on an accounts receivable basis.

This feature also includes a field to collect a payment code. This field can contain any value and can be used to identify payments or capture a 3rd-party code, such as a voucher code. The Transaction report (Reports > Transaction) includes the payment code.

You can also restrict Partner account access by category or product/item. By default, the system selects all products/items and categories.

To remove access, remove the check mark next to the category or product/item. Don't forget to click the Save button to save your changes!

Use the Select All and Select None buttons to add or remove all permissions with a single click, rather than selecting each permission individually.

Click the Expand/Collapse icon at the top of the Permissions list to quickly and easily expand or collapse the permission sections in one click!

Next Steps

In the following article, we look at setting up commissions for Partner Accounts.

< Configuring Partner account profile settings     |   Setting up commissions for Partner Accounts >