Roles and permissions
Who checks this: owner or manager when inviting staff.
Where to see the matrix
- Menu Settings → Roles & permissions.
- The table shows each permission and which roles have it.
Roles at a glance
| Role | Overview |
|---|---|
| Owner | Full access |
| Manager | Day-to-day ops, team, reports — not subscription billing |
| Receptionist | Calendar, orders, clients |
| SDR (external booking) | Calendar and Clients only — no orders, no completing appointments |
| Professional | Own calendar |
When to use SDR
People or agencies that only book appointments should get SDR. They cannot open orders or mark appointments as completed.
Create users
After checking the matrix, add logins under Team → Users. See Manage users.