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How to customise staff access

Set permission levels per feature for each stylist

Written by Phoebe Davis

You can customise access to the calendar, appointments, Daily Cashup, KPI reports, time off, client details, checkout and billing, account settings, online booking, SMS marketing, and stock management - all from one page.

Access Custom Permissions from Web browser

Before you start

To set custom permissions for a staff member, make sure they are:

  1. Added as a staff member (with or without a column) in Staff Profiles & Logins.

  2. Set up with an email address, a permission level (Manager or Receptionist), and either remote login or pincode access enabled.

Where to find permissions

Go to Staff & Business Settings in your menu and open Staff Access Permissions. Open the dropdown next to a staff member's name to see and change their access, area by area.

Just make sure to log out and log back in after you make any changes to see those reflected.

Please note - the permissions you set for one login are the same across all devices. If there are multiple permissions applied to the same thing - the more restrictive will overrule.

Who can manage permissions?

Only staff with the "Edit feature access for ALL staff" permission can open this page and make changes. No one can edit their own permissions to gain access to this - so a receptionist can't grant themselves extra access, and you'll always need at least one other person (usually the owner or a manager) to change yours from their full access login.

How defaults are set

Permissions are set per staff member, not per role - but each person's starting point comes from their permission level: a new Manager starts with full access, and a new Receptionist starts with a more limited set. From there, you can tighten or loosen anything individually.

Default permissions for a receptionist -

  1. Cash Up: No access (restricted)

  2. KPI Reports: Can view only their own; cannot edit any KPIs

  3. Permissions & Commission: Cannot edit staff permissions or commission rates

  4. Calendar: Can view all staff columns and book appointments for anyone, but can only move/delete their own appointments and time-off

  5. Appointments: Can manage appointments for all staff and edit price/duration of any appointment

  6. Checkout: Can apply discounts, change prices, and refund/edit client bills

  7. Clients: No access to view, edit, or delete client details

  8. Business Settings: No access to business info, billing, calendar settings, staff management, or service/price management

  9. Payments: Cannot manage the Stripe account

  10. Online Booking: Can only amend their own online services; no access to wider booking settings

  11. Stock: Can view stock but cannot edit/delete products

  12. Website: No access to the website builder

  13. SMS Marketing: No access (though this section is locked for all roles currently)

What's customisable?

Calendar

Choose whether a staff member can view the whole calendar or their own column only. Handy for self-employed staff who only need their own diary.

diary visibility permissions

Appointments

Control whether each staff member can create, move and delete appointments - for all staff, their own column only, or not at all. You can also switch on or off their ability to edit appointment prices and durations.

appointment permissions list for custom permissions

Daily Cashup

Choose whether a staff member can see the Cashup for all staff, their own only, or no access.

The "own only" setting is perfect for self-employed staff: they can check their own figures without seeing anyone else's takings or the business financials.

cash up custom permissions

Staff with own-only access can open their Cashup from the main menu, or by clicking the top of their own column and choosing Daily Cashup from the mini menu. On other staff members' columns, the Cashup option is disabled.

The staff member must be logged in with their own pincode (or their own email address, if pincodes aren't enabled) to see their own Cashup.

Staff & Business KPI Reports

Set who can view KPI reports (all staff / their own only / no access) and who can edit KPIs (all staff / their own only / no access) - independently, per staff member.

To let a staff member see just their own figures, set their viewing permission to their own reports only. They'll then find their Reports from the main menu, or from the mini menu at the top of their calendar column.

kpi report custom permissions

To read more about what's in the reports themselves, see Staff KPI reports !

Time Off

Control whether each staff member can create, delete and edit the duration of time off - for their own column only, or not at all.

Client Bills & checkout

Three separate switches per staff member: applying discounts at checkout, changing prices at checkout, and voiding/refunding transactions. Turn each on or off individually - so you can let a senior stylist apply discounts while keeping refunds owner-only.

client bills custom permissions

Client details

Choose whether each staff member can see full client details. A staff member with client details restricted will see the client's first name only on appointments (no surname, email address or phone number), so they can still run their column without access to your client list's contact details!

Account Settings

Five separate switches: business info & hours, billing, calendar settings, staff management, and services. Turn each on or off per staff member.

Online Booking

Control who can manage your online booking settings, including online deposit settings.

online bookign permissions

Stock Management

Choose who can view stock management and who can edit products - so your team can check stock levels without being able to change your product catalogue.

stock permissions

Website builder

Control who can create and make changes to the Duda website builder and if they can publish this information or not.

⭐ COMING NEXT ⭐

SMS Marketing & Notifications

Choose who can access the Marketing Suite, amend SMS notification settings, buy SMS bundles, and send SMS blasts - each per staff member.

One thing to know: merging duplicate clients is currently part of full Marketing Suite access, so a staff member needs "Can access Marketing Suite" switched on to merge duplicates.

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