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Locate: Manage > User Accounts > Staff Accounts > New Staff Account/Edit Account > Permissions
Prerequisites: Admin permissions to manage User Accounts.
New to Staff Accounts? Please read the first article in this series: Staff Accounts: Introduction.
Check out the following articles to learn more about Partner and Customer User Accounts:
Disable Admin permissions to restrict Staff Accounts to select permissions. The following definitions have been provided to help you with assigning permissions.
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Learn more about Account Permission settings here:
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Create Bookings
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- 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.
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Modify Bookings
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- 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 in order to enable the following permissions.
- Modify booking packages
- Modify booking taxes
- Modify booking pricing
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Modify Booking Packages
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- 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 in order to enable and select this permission.
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Modify Booking Pricing
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- 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 in order to enable and select this permission.
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Modify Booking Taxes
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- 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 in order to enable and select this permission.
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Void (delete) Bookings
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- Allows the account holder to select the Void status when changing the status of a booking 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.
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Partner Attribution
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- Allows the account holder to view and utilize the Change Partner Attribution button within the Booking Invoice (Booking Details > Booking Invoice > Change Partner Attribution)
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Email Customers
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Overbook Items
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- Allows the account holder to overbook items when the Overbooking allowance rule (Manage > Rules) is active.
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View Calendars
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- Allows the account holder to view the Calendar menu, providing access to all Calendars.
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RSS and iCal Feeds
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- Allows the account holder to access the Add to External Calendar feature on the Booking Calendar.
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View Customer List
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- Allows the account holder to view the Customers menu and access the Customer Directory and direct link to the Customer Booking Page.
- This permission must be checked in order to enable and select the Edit Customers permission.
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Edit Customers
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- Allows the user to edit Customer Details in the Customer Directory.
- The View Customer List must be checked for the account in order to enable and select this permission.
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Process Payments
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- Allows account holder to access the Add Payment feature on the Booking Details: Invoice page (Booking Details > Booking Invoice).
- This permission must be checked in order to enable and select the Process Refunds permission.
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Process Refunds
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- Allows the account holder to access the Refund feature on the Booking Details: Transactions page (Booking Details > Booking Invoice > Transactions).
- The Process Payments permission must be checked in order to enable and select this permission.
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Process Accounts Receivable Payments (Billed Later)
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- Allows the account holder to charge the Customer for the booking, using a third party payment method, and 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 Payment Code is included in the Transaction report (Reports > Transaction).
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Manage Gift Certificates
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- 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.
- Your account's plan must include Gift Certificates.
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Issue Gift Certificates
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- Allows the account holder to view and access the Issue Gift Certificates button and related steps to generate Staff-issued Gift Certificates.
- Your account's plan must include Gift Certificates.
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Manage Gift Certificate Templates
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- 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).
- Your account's plan must include Gift Certificates.
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View Items
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- Allows the account holder to view and access Inventory and Items (Inventory > Items).
- This permission must be checked in order to enable and select the Manage Items permission.
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Manage Items
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- 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 in order to enable and select this permission.
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View Events and Rules
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Manage Events and Rules
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- 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).
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View Discounts
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- Allows the account holder to view and access Inventory Discounts (Inventory > Discounts).
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Manage Discounts
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- Allows the account holder to add (+New Discount) and edit Inventory Discounts (Inventory > Discounts).
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Manage Notifications
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- Allows the account holder to view the Notifications list. (Manage > Notifications).
- Allows the account holder to add (+ New Notification) and edit Notifications.
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Change Daily Inventory Availability
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- Allows the account holder to adjust stock Availability within the Inventory Calendar.
- With the Inventory Calendar - New Experience, this permission also provides access to the Inventory, Booking and Activity Log tabs.
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View all Reports
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Export Data
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Daily List
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- Allows the account holder to access and view the Booking Daily List (Booking > Daily List) report.
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Daily Manifest
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- Allows the account holder to access and view the Daily Manifest (Booking > Daily Manifest)
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Booking Index
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- Allows the account holder to access and view the Booking Index (Reports > Booking Index) and Bookmarks (Booking > Bookmarks)
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Booking Sales
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- Allows the account holder to access and view the Booking Sales Report (Reports > Booking Sales).
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Transactions
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- Allows the account holder to access and view the Transaction report.
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Revenue
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- Allows the account holder to access and view the Revenue report (Reports > Revenue).
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Booking Volume
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- Allows the account holder to access and view the Booking Volume report (Reports > Booking Volume).
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Booking Traffic
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- Allows the account holder to access and view the Booking Traffic report (Reports > Other Reports > Booking Traffic).
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Account Activity
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- Allows the account holder to access and view the Account Activity (Reports > Account Activity) report.
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Cashout
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- Allows the account holder to access and view the Cashout report (Reports > Other Reports > Cashout)
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Promotions
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- Allows the account holder to access and view the Promotions report (Reports > Other Reports > Promotions).
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Occupancy
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- Allows the account holder to access and view the Occupancy report (Reports > Other Reports > Occupancy).
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Active Discounts
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- Allows the account holder to access and view the Active Discounts report (Reports > Other Reports > Active Discounts.
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Commission
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- Allows the account holder to access and view the Commission report (Reports > Other Reports > Commission).
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Access Support
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- Allows the account holder to access and utilize the Support Dashboard (checkfront.com/support)
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Access Site Builder
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- 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 gain access to configuration pages.
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View Documents
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- 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.
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Manage Document Templates
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- Allows the account holder to access and view Templates (Bookings > Waivers & Documents > Templates).
- Allows the account holder to edit existing Waivers & Documents.
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View Document Log
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- Allows the account holder to view the Activity Log for Waivers & Documents (Bookings > Waivers & Documents > Waivers & Documents > Settings > Activity Log).
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Delete Documents
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- 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.
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< Staff Accounts: Permission Settings |