Roles control what each staff member can see and do in the system. Assign the right role to give people what they need without exposing sensitive data.

Built-In Roles

Role	Access Level	Typical Use
Front Desk	Check-ins, client lookup, basic billing, tasks	Receptionist, greeter
Staff	Front Desk + full billing, booking, own schedule	Service provider, technician
Manager	Staff + reports, staff management, adjustments, settings	Location manager, shift lead
Admin	Full access to everything, including multi-location and system settings	Owner, IT administrator

Assigning a Role

1. Go to Settings → Staff
   Open the staff management area.
2. Select the Staff Member
   Click on their name to open their account settings.
3. Change Role
   Use the Role dropdown to select a different role.
4. Save
   Click Save. The new permissions take effect on their next login.

What Each Role Can Do

Feature	Front Desk	Staff	Manager	Admin
View clients	Yes	Yes	Yes	Yes
Add/edit clients	Yes	Yes	Yes	Yes
Process payments	Basic	Yes	Yes	Yes
Apply adjustments	No	No	Yes	Yes
View reports	No	Own only	Yes	Yes
Manage staff	No	No	Yes	Yes
System settings	No	No	Limited	Yes

Quick Reference

Action	How
View roles	Settings → Staff → select member
Change role	Staff account → Role dropdown → Save
Available roles	Front Desk, Staff, Manager, Admin