Learn how to access Partner permission settings, including Partner-specific permissions, product/item and category access restrictions, and how to expand/collapse permission sections.
New to Partner accounts? Please read the first article in this series: Introduction to Partner Accounts.
Looking for information on Staff or Customer accounts? Check out the following articles:
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Permissions
What more do I need to use this feature?
- Admin permissions to manage User Accounts.
- Our Android and iOS mobile apps do not support Partner Accounts. Partners must use their desktop or mobile browsers to access accounts.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products). → Learn more about products
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Editing customer bookings is not supported in Partner Accounts. |
Accessing Partner permissions
Back to topBy default, a Partner account is enabled and gives all Partner permissions.
Partner-specific Permissions
Back to topPartners can be given a combination of Partner-specific permissions as needed...
Process Cash POS Payments
This permission enables the Partner to process payments by POS Cash.
Process payments via Payment Provider
This permission enables the Partner to process payments by credit card through your Payment Provider.
Process Account Receivable payments (billed later)
This permission enables the Partner to charge the Customer for the booking, using a third-party payment method, and then owe that 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.
Product/Item and Category Access Restrictions
Back to topYou can also restrict Partner account access by category or product/item. By default, all products/items and categories are selected.
To remove access, remove the check mark next to the category or product/item. Don't forget to Save your changes!
Use the Select All and Select None buttons to add or remove all permissions with one click rather than selecting each permission individually.
Expand/Collapse permission sections
Back to topClick on the Expand/Collapse icon at the top of the Permissions list to quickly and easily expand and collapse the permission sections in one move!
< Configuring Partner account profile settings | Setting up commissions for Partner accounts >