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:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth, Managed | Learn more about our new plans or how to change your plan.
*Limits on the number of Partner accounts apply.
Where can I find this feature using the top menu?
Manage > User Accounts > Partner Accounts > New Partner Account/Edit Account > Permissions
What prerequisites are there?
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Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new, or both?
- The Partner Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Accessing Partner permissions
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By default, a Partner account is enabled and gives all Partner permissions.
Partner-specific Permissions
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Partners 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
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You 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
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Click 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 >