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*, Managed | Learn more about our new plans or how to change your plan.
*Limits on the number of Staff Accounts apply.
Where can I find this feature using the top menu?
Manage > User Accounts > Staff Accounts > New Staff Account/Edit Account > Permissions
What prerequisites are there?
Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new, or both?
- The Staff 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.
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.
Managing Staff permissionsBack to top
By 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) permissionsBack to top
The 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 restrictionsBack to top
You 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 sectionsBack to top
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!
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.
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 >