Understanding Staff account permissions

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 in order to enable the following permissions.
  • Modify booking packages
  • Modify booking taxes
  • Modify booking pricing

• Booking Details: Adding Items or Products to a Booking
• Booking Details: Changing a Booking

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 in order to enable and select this permission.

• Booking Details: Adding Items or Products to a Booking

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 in order to enable and select this permission.

• Booking Details: Changing a Booking

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 in order to enable and select this permission.

• Booking Details: Changing a Booking

Void (delete) Bookings

• 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.

• Booking Details: Viewing or Changing a Booking Status

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)

• Booking Details: Attributing a Partner

Email Customers

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

• Booking Details: Emailing the Customer

Overbook Items

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

• Item Rules: Introduction 

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.

• Booking Calendar: Add to External Calendar

View Customer List

• 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.

• Customer Directory: Introduction

Edit Customers

• 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.

• Customer Directory: Customer Details

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 in order to enable and select the Process Refunds permission.

• Booking Details: Applying a Payment

Process Refunds

• 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.

• Booking Details: Viewing Transactions and Refunding Payments

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 Payment Code is included in the Transaction report (Reports > Transaction). 

• Booking Details: Applying a Payment

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.
• Your account's plan must include Gift Certificates.

• Gift Certificates: Setup

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.
• Your account's plan must include Gift Certificates.

• Gift Certificates: Staff-Issued via 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).
• Your account's plan must include Gift Certificates.

• Gift Certificate: Creating a Gift Certificate

View Items

• 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.

• Inventory - Item Builder: Introduction

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 in order to enable and select this permission.

• Inventory - Item Builder: Introduction

View Events and Rules

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

• Item Events: Introduction
• Item Rules: Introduction

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).

• Item Events: Introduction
• Item Rules: Introduction

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.

• Notifications - Email (Booking Status): Introduction
• Notifications - Email (Inventory Level): Introduction
• Notifications - (SMS/Twilio): Introduction
• Gift Certificates: Gift Certificate Email Notifications

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.

• Inventory Calendar - Classic: Adjusting Available Inventory
• Inventory Calendar - New Experience: Adust Inventory...

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 in order 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 in order 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 in order to enable and select the Manage events and rules permission.

• Introduction to the Inventory Calendar (Item/Product tab)
• 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 in order to enable and select this permission.

• Introduction to the Inventory Calendar (Item/Product tab)
• 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.

• Notifications (Booking Status): Introduction
• Notifications (Inventory Level): Introduction
• Notifications (SMS/Twilio): Introduction
• Gift Certificates: Notifications

Change Daily Inventory Availability

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

• Inventory Calendar - Classic: Adjusting Available Inventory
• Inventory Calendar - New Experience: Adust Inventory...

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 in order 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.

• Inventory - Item Builder: Introduction
• 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 in order to enable and select this permission.
  • Allows the account holder to add (+ New New Category) and edit Categories (Inventory > Categories).

• Inventory - Item Builder: Introduction
• 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 in order to enable and select the Manage events and rules permission.

• Item Events: Introduction
• Item Rules: Introduction
• Introduction to the Inventory Calendar (Item/Product tab)
• 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 in order to enable and select this permission.

• Item Events: Introduction
• Item Rules: Introduction
• Introduction to the Inventory Calendar (Item/Product tab)
• 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.

• Notifications - Email (Booking Status): Introduction
• Notifications - Email (Inventory Level): Introduction
• Notifications - (SMS/Twilio): Introduction
• Gift Certificates: Gift Certificate Email Notifications

Change Daily Inventory Availability

• 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.

• Inventory Calendar - Classic: Adjusting Available Inventory
• Inventory Calendar - New Experience: Adust Inventory...

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.

• Booking Daily List: Introduction

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)

• Booking Index: Introduction
• Bookmarks

Booking Sales

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

• Reports: Sales

Transactions

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

• Reports: Transaction

Revenue

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

• Reports: Revenue

Booking Volume

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

• Reports: 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.

• Reports: Account Activity

Cashout

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

• Reports: Cashout

Promotions

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

• Reports: Promotions

Occupancy

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

• Reports: Occupancy

Active Discounts

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

• Reports: 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).

• Reports: Commission

Access Support

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

• Getting Support for Checkfront

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 gain access to configuration pages.

• Site Builder

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.

• Waivers & Documents: Introduction

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.

• Waivers & Documents: Introduction

View Document Log

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

• Waivers & Documents: Activity Log

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.

• Waivers & Documents: Settings