Understanding Staff Account permissions

Learn the definitions of Staff permissions

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

Check out the following articles to learn more about Partner and Customer Accounts:

Which plans include this feature?

Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth (Subscription)*, Growth (Per Booking), Managed
*Limits on the number of Staff Accounts apply.
→ Learn more about our new plans or how to change your plan.

The availability of the permissions listed below depends on your plan and whether or not it supports the related features.

Where can I find this feature using the top menu?

Manage > User Accounts > Staff Accounts > New Staff Account/Edit Account > Permissions

What prerequisites are there?

Admin permissions to manage User Accounts.

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

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

Defining Staff permissions

User Accounts Restricted Permissions

Disable Admin permissions to restrict Staff Accounts to select permissions. The following definitions have been provided to help you with assigning permissions.

Learn more about Account Permission settings here:

Managing Staff Account permissions
Partner Accounts: Permission Settings (and Permission Definitions)

Bookings

Permission	Definition	Learn More
Create Bookings	Allows the account holder to create Staff-side bookings through the main menu (Booking > New Booking) or anywhere a New Booking button is displayed 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
Modify Bookings	Allows the account holder to add and remove items from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Edit). This permission must be checked to enable the following permissions. Modify booking packages Modify booking taxes Modify booking pricing	Adding Items/Products to Booking Invoices Editing/changing Bookings from Booking Invoices
Modify Booking Packages	Allows the user to add and remove packaged add-ons from an item from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Edit > Remove) The Modify booking permission must be checked for the account to enable and select this permission.	Adding Items/Products to Booking Invoices
Modify Booking Pricing	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) The Modify booking permission must be checked for the account to enable and select this permission.	Editing/changing Bookings from Booking Invoices
Modify Booking Taxes	Allows the account holder to add or remove taxes from an existing booking via the Booking Invoice (Booking Details > Booking Invoice > Remove). The Modify booking permission must be checked for the account to enable and select this permission.	Editing/changing Bookings from Booking Invoices
Void (delete) Bookings	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. Bookings with live payments processed through a payment provider cannot be set to the status of VOID.	Working with Booking Statuses from Booking Invoices
Partner Attribution	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
Email Customers	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
Overbook Items	Allows the account holder to overbook items when the Overbooking allowance rule (Manage > Rules) is active.	Introduction to Item Rules (Classic)

Calendars

Permission	Definition	Learn More
View Calendars	Allows the account holder to view the Calendar menu, providing access to all calendars.	Calendars Asset Calendar (products only)
RSS and iCal Feeds	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)

Customers

Permission	Definition	Learn More
View Customer List	Allows the account holder to view the Customers menu, access the Customer Directory, and direct link to the Customer Booking Page. This permission must be checked to enable and select the Edit Customers permission.	Introduction to the Customers Directory and Customer Profiles
Edit Customers	Allows the user to edit Customer Details in the Customer Directory. The View Customer List must be checked for the account to enable and select this permission.	Managing Customer Profiles from the Customers Directory

Payments

Permission	Definition	Learn More
Process Payments	Allows account holder to access the Add Payment feature on the Booking Details: Invoice page (Booking Details > Booking Invoice). This permission must be checked to enable and select the Process Refunds permission.	Adding Items/Products to Booking Invoices
Process Refunds	Allows the account holder to access the refund feature on the Transactions page of the Booking Invoice (Booking Details > Booking Invoice > Transactions). The Process Payments permission must be checked to enable and select this permission.	Viewing Transaction Details from Booking Invoices
Backdate POS Payments	Allows the account holder to specify the Payment Date when adding a payment Staff-side.	Adding Payments to Booking Invoices
Process Accounts Receivable Payments (Billed Later)	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 account receivable basis. This feature also includes a field to collect a payment code. This field can be filled with any value and used 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

Gift Certificate Management

Permission	Definition	Learn More
Manage Gift Certificates	Allows the account holder to view and access the Gift Certificates (Inventory > Gift Certificates) functionality. This only gives access to access and edit Gift Certificates that have been issued	Introduction to Gift Certificates
Issue 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
Manage Gift Certificate Templates	Allows the account holder to view and access the Create Gift Certificates button, meaning they can 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

Inventory: Item Permissions (Classic)

The following permissions apply to those using items with the classic version of Checkfront.

Permission	Definition	Learn More
View Items	Allows the account holder to view and access Inventory and Items (Inventory > Items). This permission must be checked to enable and select the Manage items permission.	Introduction to Items and the Item Builder (Classic)
Manage Items	Allows the account holder to add (+ New Item) and edit items. (Inventory > Items). Allows the account holder to add (+ New New Category) and edit categories. (Inventory > Categories). Allows the account holder to import items (Inventory > Import). The View Items permission must be checked to enable and select this permission.	Introduction to Items and the Item Builder (Classic)
View Events and Rules	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)
Manage Events and Rules	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)
View Discounts	Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).	Introduction to Discount and Voucher Codes
Manage Discounts	Allows the account holder to add (+New Discount) and edit Inventory Discounts (Inventory > Discounts).	Creating a New Discount
Manage Notifications	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
Change Daily Inventory Availability	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

Inventory: Product-specific Permissions (New)

Product-specific permissions

The following permissions apply to those using products with the newest version of Checkfront.

Permission	Definition	Learn More
View Products and Assets	Allows the account holder to view and access Inventory and Products (Inventory > Products). Allows the account holder to view and access Inventory and Assets (Inventory > Assets). This permission must be checked to enable and select the Manage products and assets permission.	Introduction to Products and the Product Builder Introduction to Assets and the Asset Builder
Manage Products and Assets	Allows the account holder to add (+ New Product) and edit products. (Inventory > Products). Allows the account holder to add (+ New New Category) and edit categories (Inventory > Categories). The View products, and assets permission must be checked to enable and select this permission.	Introduction to Product Categories Introduction to Asset Categories
View events and rules	Combined with Manage events and rules, this permission... 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. This permission must be checked to enable and select the Manage events and rules permission.	Introduction to the Inventory Calendar Introduction to Product Closures
Manage events and rules	Combined with View events and rules, this permission... 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. The View events and rules permission must be checked to enable and select this permission.	Introduction to the Inventory Calendar Introduction to Product Closures
View Discounts	Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).	Introduction to Discount and Voucher Codes
Manage Discounts	Allows the account holder to add (+New Discount) and edit Inventory Discounts (Inventory > Discounts).	Creating a New Discount
Manage Notifications	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
Change Daily Inventory Availability	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

Inventory: Item & Product Permissions (Migrating accounts)

The following permissions apply to those migrating from our classic version of Checkfront to the newest version of Checkfront. In this case, you have items and products within your account as you migrate to products.

Permission	Definition	Learn More
View items, products, and assets	Allows the account holder to view and access Items (Inventory > Items) and Products (Inventory > Products). This permission must be checked to enable 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
Manage items, products, and assets	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 The View items, products, and assets permission must be checked to enable 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
View events and rules	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... 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. This permission must be checked to enable 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
Manage events and rules	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... 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. The View events and rules permission must be checked to enable and select this permission.	Introduction to Item Events (Classic) Introduction to Item Rules (Classic) Introduction to the Inventory Calendar Introduction to Product Closures
View discounts	Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).	Introduction to Discount and Voucher Codes
Manage discounts	Allows the account holder to add (+New Discount) and edit inventory discounts (Inventory > Discounts).	Creating a New Discount and Uploading Vouchers
Manage Notifications	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
Change Daily Inventory Availability	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

Reports and Booking Data

Permission	Definition	Learn More
View all Reports	Allows the account holder to view every report.	Getting Started with Reporting: A-Z Overview
Export Data	Allows the account holder to export most reports.	Getting Started with Reporting: A-Z Overview
Daily List	Allows the account holder to access and view the Booking Daily List (Booking > Daily List) report.	Introduction to the Booking Daily List
Daily Manifest	Allows the account holder to access and view the Daily Manifest (Booking > Daily Manifest)	Daily Manifest: Introduction
Booking Index	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
Booking Sales	Allows the account holder to access and view the Booking Sales Report(Reports > Booking Sales).	Reporting on sales
Transactions	Allows the account holder to access and view the Transaction report.	Reporting on transactions
Revenue	Allows the account holder to access and view the Revenue report (Reports > Revenue).	Reporting on revenue
Booking Volume	Allows the account holder to access and view the Booking Volume report (Reports > Booking Volume).	Reporting on booking volume
Booking Traffic	Allows the account holder to access and view the Booking Traffic report (Reports > Other Reports > Booking Traffic).	Reports: Booking Traffic
Account Activity	Allows the account holder to access and view the Account Activity (Reports > Account Activity) report.	Reporting on account activity
Cashout	Allows the account holder to access and view the Cashout report (Reports > Other Reports > Cashout)	Reporting on cashout
Promotions	Allows the account holder to access and view the Promotions report (Reports > Other Reports > Promotions).	Reporting on promotions (vouchers)
Occupancy	Allows the account holder to access and view the Occupancy report (Reports > Other Reports > Occupancy).	Reporting on occupancy
Active Discounts	Allows the account holder to access and view the Active Discounts report (Reports > Other Reports > Active Discounts.	Reporting on active discounts This report is not yet supported with products.
Commission	Allows the account holder to access and view the Commission report (Reports > Other Reports > Commission).	Reporting on partner commissions

Services

Permission	Definition	Learn More
Access Support	Allows the account holder to access and utilize the Support Dashboard (checkfront.com/support)	Getting Support for Checkfront

Marketing

Permission	Definition	Learn More
Access Site Builder	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

Documents and Waivers

Permission	Definition	Learn More
View Documents	Allows the account holder to access and view Waivers & Documents (Bookings > Waivers & Documents), providing your plan supports Waivers & Documents. Your account's plan must include Waivers & Documents.	Introduction to Waivers & Documents
Manage Document Templates	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
View Document Log	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
Delete 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, Waivers & Documents cannot be viewed in any way or unvoided.	Configuring Waiver & Document Settings

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