Understanding Staff Account permissions

• Allows the account holder to create Staff-side bookings through the main menu (Booking > New Booking) or anywhere the system displays a New Booking button in the back office.
• Combined with the permission to View items, products, and assets this permission allows the User to subscribe to Push Notifications.

• Managing your Account Profile 

• Allows the account holder to add and remove items from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Edit).
• You must check this permission to gain access to the following permissions.
  • Modify booking packages
  • Modify booking taxes
  • Modify booking pricing

• Adding Items/Products to Booking Invoices
• Editing/changing Bookings from Booking Invoices

• Allows the user to add and remove packaged add-ons from an item in an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Edit > Remove)
• You must check the Modify booking permission for the account in focus to access and select this permission.

• Adding Items/Products to Booking Invoices

• Allows the account holder to modify the Subtotal of an item from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Edit > Change > Subtotal)
• You must check the Modify booking permission for the account in focus to access and select this permission.

• Editing/changing Bookings from Booking Invoices

• Allows the account holder to add or remove taxes from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Remove).
• You must check the Modify booking permission for the account to access and select this permission.

• Editing/changing Bookings from Booking Invoices

• Allows the account holder to select the Void status when changing the booking status from the Booking Invoice (Booking Details > Booking Invoice) for POS and TEST transactions only. You cannot set bookings with live payments processed through a payment provider to the status of VOID.

• Working with Booking Statuses from Booking Invoices

• Allows the account holder to view and utilize the Change Partner Attribution button within the Booking Invoice (Booking Details > Booking Invoice > Change Partner Attribution)

• Attributing Partners to Bookings from Booking Invoices

• Allows the account holder to view and utilize the email feature within the Booking Invoice (Booking Details > Booking Invoice > Email).

• Emailing Booking Invoices to Customers

• Allows the account holder to overbook items when the Overbooking allowance rule (Manage > Rules) is active.

• Introduction to Item Rules (Classic) 

• Allows the account holder to view the Calendar menu, providing access to all calendars.

• Calendars
• Asset Calendar (products only)

• Allows the account holder to access the Add to External Calendar feature on the Booking Calendar.

• Exporting your Booking Calendar to an external calendar (iCal)

• This permission allows the account holder to view the Customers menu, access the Customer Directory, and directly link to the Customer Booking Page.
• You must check this permission to access and select the Edit Customers permission.

• Introduction to the Customers Directory and Customer Profiles

• Allows the user to edit Customer Details in the Customer Directory.
• To access and select this permission, you must check the View Customer List permission for the account in focus.

• Managing Customer Profiles from the Customers Directory

• This permission allows the account holder to access the Add Payment feature on the Booking Details: Invoice page (Booking Details > Booking Invoice).
• You must check this permission for the account in focus to access and select the Process Refunds permission.

• Adding Items/Products to Booking Invoices

• Allows the account holder to access the refund feature on the Transactions page of the Booking Invoice (Booking Details > Booking Invoice > Transactions).
• You must check the Process Payments permission for the account in focus to access and select this permission.

• Viewing Transaction Details from Booking Invoices

• Allows the account holder to charge the Customer for the booking using a third-party payment method, which is then owed to your business on an accounts receivable basis.
• This feature also includes a field to collect a payment code. You can fill this field with any value to help identify the payments or capture a 3rd party code, such as a voucher code. The Transaction report (Reports > Transaction) includes the payment code. 

• Adding Payments to Booking Invoices

• The account holder can view and access the Gift Certificates (Inventory > Gift Certificates) functionality.
• This permission only gives access to edit Gift Certificates that you have issued.

• Introduction to Gift Certificates

• Allows the account holder to view and access the Issue Gift Certificates button and related steps to generate Staff-issued Gift Certificates.

• Issuing Gift Certificates Staff-side by email

• This allows the account holder to view and access the Create Gift Certificates button, which allows them to create Gift Certificates using the Gift Certificate Template Builder.
• Allows the account holder to view and access the Gift Certificate Settings (Inventory > Gift Certificates) button
• Allows the account holder to edit Gift Certificates via the Inventory list (Inventory > Items) or from the Gift Certificate list for that Gift Certificate (Inventory > Gift Certificates > {Gift Certificate} > Edit Gift Certificate).

• Creating Gift Certificates for Purchase

• Allows the account holder to view and access Inventory and Items (Inventory > Items).
• You must check this permission for the account in focus to access and select the Manage items permission.

• Introduction to Items and the Item Builder (Classic)

• Allows the account holder to add (+ New Item) and edit items. (Inventory > Items).
• This permission allows the account holder to add (+ New Category) and edit categories (Inventory > Categories).
• Allows the account holder to import items (Inventory > Import).
• You must check the View Items permission for the account in focus to access and select this permission.

• Introduction to Items and the Item Builder (Classic)

• Allows the account holder to view and access Item Events (Inventory > Item Events) and Item Rules (Inventory > Rules).

• Introduction to Item Events (Classic)
• Introduction to Item Rules (Classic)

• Allows the account holder to add (+ New Item Event) and edit Item Events (Inventory > Item Events).
• Allows the account holder to add (+ New Ruleset) and edit Item Rules (Inventory > Rules).

• Introduction to Item Events (Classic)
• Introduction to Item Rules (Classic)

• Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).

• Introduction to Discount and Voucher Codes

• Allows the account holder to add (+New Discount) and edit Inventory Discounts (Inventory > Discounts).

• Creating a New Discount

• Allows the account holder to view the Notifications list. (Manage > Notifications).
• Allows the account holder to add (+ New Notification) and edit Notifications.

• Introduction to Email Notifications
• Introduction to SMS Notifications using Twilio
• Setting up Email Notifications for use with Gift Certificates

• Allows the account holder to adjust stock availability within the Inventory Calendar.
• With the newest Inventory Calendar, this permission also provides access to the Inventory, Booking, and Activity Log tabs.

• Managing Inventory Availability from the Inventory Calendar

• The account holder can view and access Inventory and Products (Inventory > Products).
• Allows the account holder to view and access Inventory and Assets (Inventory > Assets).
• You must check this permission to access and select the Manage products and assets permission.

• Introduction to Products and the Product Builder
• Introduction to Assets and the Asset Builder

• This permission allows the account holder to add (+ New Product) and edit products (Inventory > Products).
• Allows the account holder to add (+ New Category) and edit categories (Inventory > Categories).
• You must check the View products, and assets permission for the account in focus to access and select this permission.

• Introduction to Product Categories
• Introduction to Asset Categories

•  Combined with the Manage events and rules, this permission does the following:
  • Allows the account holder to add product closures (+ Product Closure) from the Product Calendar (Calendar > Inventory).
  • Allows the account holder to access Product Closures (Inventory > Product Closures.
• You must check this permission to enable and select the Manage events and rules permission.

• Introduction to the Inventory Calendar
• Introduction to Product Closures

• Combined with the View events and rules, this permission does the following:
  • Allows the account holder to add product closures (+ Product Closure) from the Product Calendar (Calendar > Inventory).
  • Allows the account holder to access Product Closures (Inventory > Product Closures.
• You must check the View events and rules permission for the account in focus to access and select this permission.

• Introduction to the Inventory Calendar
• Introduction to Product Closures

• Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).

• Introduction to Discount and Voucher Codes

• Allows the account holder to add (+New Discount) and edit Inventory Discounts (Inventory > Discounts).

• Creating a New Discount

• Allows the account holder to view the Notifications list. (Manage > Notifications).
• Allows the account holder to add (+ New Notification) and edit notifications.

• Introduction to Email Notifications
• Introduction to SMS Notifications using Twilio
• Setting up Email Notifications for use with Gift Certificates

• Allows the account holder to adjust stock availability within the Product Calendar.
• With the new Inventory Calendar, this permission also provides access to the Inventory, Booking, and Activity Log tabs.

• Managing Inventory Availability from the Inventory Calendar

• Allows the account holder to view and access Items (Inventory > Items) and Products (Inventory > Products).
• You must check this permission for the account in focus to access and select the Manage items, products and assets permission.
• Combined with the permission to Create Bookings, this permission allows the User to subscribe to Push Notifications.

• Introduction to Items and the Item Builder (Classic)
• Introduction to Products and the Product Builder
• Introduction to Assets and the Asset Builder
• Managing your Account Profile

• Items
  • Allows the account holder to add (+ New Item) and edit items. (Inventory > Items).
  • Allows the account holder to import items (Inventory > Import).
• Products
  • Allows the account holder to add (+ New Product) and edit Products (Inventory > Products).
• General
  • You must check the View items, products, and assets permission for the account in focus to access and select this permission.
  • Allows the account holder to add (+ New Category) and edit Categories (Inventory > Categories).

• Introduction to Items and the Item Builder (Classic)
• Introduction to Products and the Product Builder
• Introduction to Assets and the Asset Builder
• Introduction to Product Categories
• Introduction to Asset Categories

• Allows the account holder to view and access Item Events (Inventory > Item Events) and Item Rules (Inventory > Rules). 

• Combined with Manage events and rules, this permission does the following:
  • Allows the account holder to add product closures (+ Product Closure) from the Product Calendar (Calendar > Inventory).
  • Allows the account holder to access Product Closures (Inventory > Product Closures.
• You must check this permission for the account in focus to access and select the Manage events and rules permission.

• Introduction to Item Events (Classic)
• Introduction to Item Rules (Classic)
• Introduction to the Inventory Calendar
• Introduction to Product Closures

• Allows the account holder to add (+ New Item Event) and edit item events (Inventory > Item Events).
• Allows the account holder to add (+ New Ruleset) and edit item rules (Inventory > Rules).
• Combined with View events and rules, this permission does the following:
  • Allows the account holder to add product closures (+ Product Closure) from the Product Calendar (Calendar > Inventory).
  • Allows the account holder to access Product Closures (Inventory > Product Closures.
• To access and select this permission, you must check the View events and rules permission for the account in focus.

• Introduction to Item Events (Classic)
• Introduction to Item Rules (Classic)
• Introduction to the Inventory Calendar
• Introduction to Product Closures

• Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).

• Introduction to Discount and Voucher Codes

• Allows the account holder to add (+New Discount) and edit inventory discounts (Inventory > Discounts).

• Creating a New Discount and Uploading Vouchers

• Allows the account holder to view the Notifications list. (Manage > Notifications).
• Allows the account holder to add (+ New Notification) and edit notifications.

• Introduction to Email Notifications
• Introduction to SMS Notifications using Twilio
• Setting up Email Notifications for use with Gift Certificates

• Allows the account holder to adjust stock availability within the Inventory Calendar.
• With the new Inventory Calendar, this permission also provides access to the Inventory, Booking, and Activity Log tabs.

• Managing Inventory Availability from the Inventory Calendar

• Allows the account holder to view every report.

• Getting Started with Reporting: A-Z Overview

• Allows the account holder to export most reports.

• Getting Started with Reporting: A-Z Overview

• Allows the account holder to access and view the Booking Daily List (Booking > Daily List) report.

• Introduction to the Booking Daily List

• Allows the account holder to access and view the Daily Manifest (Booking > Daily Manifest)

• Daily Manifest: Introduction

• Allows the account holder to access and view the Booking Index (Reports > Booking Index) and Bookmarks (Booking > Bookmarks)

• Introduction to the Booking Index
• Introduction to Bookmarks

• Allows the account holder to access and view the Booking Sales Report(Reports > Booking Sales).

• Reporting on sales

• Allows the account holder to access and view the Transaction report.

• Reporting on transactions

• Allows the account holder to access and view the Revenue report (Reports > Revenue).

• Reporting on revenue

• Allows the account holder to access and view the Booking Volume report (Reports > Booking Volume).

• Reporting on booking volume

• Allows the account holder to access and view the Booking Traffic report (Reports > Other Reports > Booking Traffic).

• Reports: Booking Traffic

• Allows the account holder to access and view the Account Activity (Reports > Account Activity) report.

• Reporting on account activity

• Allows the account holder to access and view the Cashout report (Reports > Other Reports > Cashout)

• Reporting on cashout

• Allows the account holder to access and view the Promotions report (Reports > Other Reports > Promotions).

• Reporting on promotions (vouchers)

• Allows the account holder to access and view the Occupancy report (Reports > Other Reports > Occupancy).

• Reporting on occupancy

• Allows the account holder to access and view the Active Discounts report (Reports > Other Reports > Active Discounts.

• Reporting on active discounts

We do not yet support this report with products.

• Allows the account holder to access and view the Commission report (Reports > Other Reports > Commission).

• Reporting on partner commissions

• Allows the account holder to access and utilize the Support Dashboard (checkfront.com/support)

• Getting Support for Checkfront

• Allows the account holder to view the menu item for and access Site Builder (Manage > Site Builder)
• Your account's plan must include Site Builder to access configuration pages.

• Site Builder

• Allows the account holder to access and view Waivers & Documents (Bookings > Waivers & Documents), provided your plan supports them. Your account's plan must include Waivers & Documents.

• Introduction to Waivers & Documents

• Allows the account holder to access and view Templates (Bookings > Waivers & Documents > Templates).
• Allows the account holder to edit existing Waivers & Documents.

• Introduction to Waivers & Documents

• Allows the account holder to view the  Activity Log for Waivers & Documents (Bookings > Waivers & Documents > Waivers & Documents > Settings > Activity Log).

• Viewing the Activity Log for Waivers & Documents

• Allows the account holder to delete Waivers & Documents (Booking > Waivers & Documents > Sent & Submitted > Booking ID > Documents > Open View menu)
• This permission also requires that the Allow Admins to Delete Documents setting is enabled (Booking > Waivers & Documents > Settings > Document Retention).
• Once voided, you cannot view or unvoid Waivers & Documents.

• Configuring Waiver & Document Settings