How do I create custom roles or tweak permissions?

Edit what each role can do, build up to five custom roles, and override permissions for an individual staff member.

You change what roles can do on Settings → Roles and permissions, and fine-tune a single person from their staff record.

Available on Plus plan and above — on Free the page shows a locked notice instead. Only Owners and Admins can view or edit role permissions; deleting a custom role asks you to confirm your password.

Edit a built-in role

• Open Settings → Roles and permissions. The list on the left is your 22 permission areas — Bookings, Walk-ins, Customers and so on — each showing which roles can reach it. The first entry, Which roles your team uses, lists the roles themselves; Owner is marked Full access and can't be edited.
• Click the area you want (for example Bookings). It opens as one table: a row per permission, a column per role. Tick or untick the box where the permission and the role meet. Related boxes adjust themselves automatically — for example, granting an "edit" permission also grants the matching "view".
• Permissions your plan doesn't include appear dimmed with Available on … plan and above — no role can use those until you upgrade.
• Click Save changes in the bar at the bottom of the page. You'll be asked to confirm your identity, once per role you changed. The confirmation reads: "Saved. Staff who are signed in will see changes after they refresh."

Use Preview as beside any role, in Which roles your team uses, to open the timeline exactly as that role would see it — a quick sanity check before you save. The same section's What each role reaches panel lists the areas each role can open, and the ones it never sees.

Create a custom role

• In Which roles your team uses, click Add custom role and name it. You can have up to 5 custom roles; new ones start with no permissions.
• Open each area it should be able to use and tick the new role's column, then Save changes.
• Rename and Delete sit beside each custom role. Deleting warns you: staff still holding that role lose all permissions until you move them to another role.

Override one person

• Go to Staff, click Edit on the staff member, then the Permissions tab.
• Under Per-staff overrides, tick or untick individual permissions. Overridden rows show an Override badge; Clear all overrides reverts them to the role default.
• Click Save permissions.

You can't override your own permissions or the Owner's, and a few rows are marked "Owner only" — Plan & Billing, Edit security, and the Roles and permissions editor rows can never be granted to other roles or through an override (security policy and roles stay with the owner; the built-in Admin role keeps its standard access). Changing overrides needs the "Override per-staff permissions" permission (Owners and Admins by default).

Related: What can each role do? · How do I add a staff member? · Why can't my staff see a page or button?