What each role can do
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Owner, admin, manager and staff see different parts of the dashboard. This is what each one can open and change.
- Who can do this
- Everyone on your team
Everyone on your team has one of four roles. The role decides which sections appear and what each button does.
The four roles
Owner. Runs the business. An owner can do everything, including the things nobody else can: connect Stripe, change the plan, update the card, cancel the subscription, hand the business to someone else and use Data and closing.
Admin. Runs the business day to day. An admin can do everything an owner can except those six things. An admin can still see Billing.
Manager. Runs the floor. A manager sees the whole calendar, answers requests, adds, moves and cancels bookings for anyone, looks after customers, publishes or hides reviews, reads Analytics (without money figures) and records payments taken another way. A manager approves the time off of the people who report to them. A manager cannot open Services, Website or Settings.
Staff. Works their own day. A staff member sees only their own column on the calendar and only their own bookings. They add, move and cancel their own bookings, mark them done, answer their own requests and look customers up by name when booking. They edit their own public profile and ask for their own time off. They cannot open Customers, Services, Website, Analytics or Settings.
Side by side
| Owner | Admin | Manager | Staff | |
|---|---|---|---|---|
| Calendar | Everyone's | Everyone's | Everyone's | Own column |
| Customers section | Yes | Yes | Yes | No |
| Customer list export and Anonymize | Yes | Yes | No | No |
| Services, Website, Settings | Yes | Yes | No | No |
| Analytics money figures | Yes | Yes | No | No |
| Refunds | Yes | Yes | No | No |
| Connect Stripe, change plan, cancel | Owner only | No | No | No |
What staff see on their own
Staff see the same screens with less in them. The calendar shows only their column. The Inbox shows their own requests, the reviews of their own bookings and their own time off. A customer's page, opened from a booking, shows only their own visits with that customer. Where a screen holds less for a role, the article for that screen says so.
RedStick Managed
On the Managed plan, people from RedStick Managed can work inside your business to build and update your website, services, locations and schedules. They cannot see your customers, bookings, payments or billing. A banner at the top says when they are editing.
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