Learn how to manage Staff Account permissions, including enabling Admin or restricted permissions, determining category and item/product access restrictions, and expanding and collapsing sections.
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 User Accounts:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth (Subscription)*, Growth (Per Booking), Managed
*Limits on the number of Staff Accounts apply.
→ Learn more about our new plans or how to change your plan.
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
Managing Staff permissions
Back to topBy default, new accounts are configured with Administrator (Admin) privileges. This gives the account full access to the system, including features and functionality listed within the Manage menu.
Enabling Admin (or restricted) permissions
Back to topThe Admin control can be turned off so that you can view and restrict Staff members' Permissions.
With Admin permissions disabled, the categories of system permissions are made accessible. By default, all listed permissions are selected. Restricted Users do NOT have access to the Manage menu.
Determining product/item and Category access restrictions
Back to topYou can also restrict Staff Account access by category or product/item. By default, all products/items and categories are selected.
Remove the check mark next to the category or product/item to remove access. 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.
Expanding and collapsing 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!
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Staff Accounts with restricted product/item and category permissions may not automatically have permission to access newly created products/items and categories. Permissions should be reviewed to ensure that Staff Accounts are enabled correctly. |
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Staff Account permission functionality differs between items and products. To learn more about the differences, view the following article: |
< Configuring Staff Account profile settings | Understanding Staff Account permissions >