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*
Current: Growth (Subscription)*, Growth (Online Booking Fee), Managed
*Limits on the number of Staff accounts apply.
→ Learn more about our current plans or how to change your plan.
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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 more do I need to use this feature?
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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
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.
- Combined with the permission to View items, products, and assets this permission allows the User to subscribe to Push Notifications.
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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 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 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)
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The Modify booking permission must be checked for the account 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 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 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.
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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, 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.
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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 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 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 Transactions page of the Booking Invoice (Booking Details > Booking Invoice > Transactions).
- The Process Payments permission must be checked to enable and select this permission.
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Backdate POS Payments
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- Allows the account holder to specify the Payment Date when adding a payment Staff-side.
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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, 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.
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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
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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.
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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).
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The following permissions apply to those using items with the classic version of Checkfront.
View Items
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- 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.
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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 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 newest Inventory Calendar, this permission also provides access to the Inventory, Booking, and Activity Log tabs.
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Inventory: Product-specific Permissions (New)
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The following permissions apply to those using products with the newest version of Checkfront.
View Products and Assets
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- 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.
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Manage Products and Assets
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- 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.
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View events and rules
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- 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.
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Manage events and rules
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- 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.
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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 Product Calendar.
- With the new Inventory Calendar, this permission also provides access to the Inventory, Booking, and Activity Log tabs.
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Inventory: Item & Product Permissions (Migrating accounts)
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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.
View items, products, and assets
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- 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.
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Manage items, products, and assets
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- 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).
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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).
- 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.
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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 new Inventory Calendar, 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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This report is not yet supported with products.
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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 access 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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< Managing Staff Account permissions | Importing Staff Accounts >