How to Customize Staff Permissions in Goldie

Goldie gives you complete control over what each team member can see and do inside the app; therefore, you can easily tailor each role's access to fit your workflow.

1. What Staff Roles are available?

• Owner (full access to everything)

• Manager

• Receptionist

• Service Provider

• Restricted Service Provider

Each role has different default permissions, but you can easily customize them to meet your specific needs.

2. Customizing Role Permissions

To view or edit permissions for each role:

1. Go to Settings → Staff Permissions

2. Tap on the role you want to customize.

3. Use the toggles to enable or disable specific actions.

4. Tap Save when you're done.

3. Available Permissions (By Role)

Manager

Managers can have access to almost every feature except subscription, payment settings, and owner-level permissions. You can toggle:

• Manage all appointments

• Manage services (add, edit, delete)

• Manage products (add, edit, delete)

• Manage clients (add and edit; does not include delete)

• Delete clients

• Manage waitlist entries

• Manage waitlist settings

• Manage messages (templates, sending method) in Settings

• Manage expenses (add, edit, delete)

• Gift cards

• Access to Reports

• Manage marketing (discounts, mass massages, social media post generator)

• View payments dashboard

• Take payments

• Manage staff members (add, edit, delete)

• Manage forms

• Edit some business settings (booking website, business details, regional settings)

• Configure notifications for business / all users

Receptionist

Receptionists can:

• View and manage all appointments

• Manage client info (excluding delete)

• Handle waitlist entries

• Take payments for appointments

They cannot access business settings.

Service Provider

Service providers can:

• Manage their own appointments

• Edit assigned client info (excluding delete)

• Handle waitlist entries

• Take payments for appointments

They cannot see other team members’ calendars or access business settings.

Restricted Service Provider

Ideal for limited access needs. They can:

• Only view appointment price

• Optionally manage their own appointments (if enabled)

They cannot access client contact details or any other business data.

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