User Roles and Permissions
Here’s an overview of the different Roles you can assign inside Launch27 to give users different access to data in the system.
You'll add new office staff users by going to Settings > People > Office Staff
Admin
The Administrator role is the highest Role in the system, and can do everything listed out in the below user roles.
Staff (in office)
Staff can do the following:
Manage Bookings
Manage Customers
View Reports (excluding Dashboard and revenue related reports)
Manage Services
Manage Extras
Manage Frequencies
Manage Booking Spots availability
Manage Discount Codes
Manage Teams
Manage Email and SMS (text message) Templates
Gift Cards
Staff users cannot access, view, or change:
Dashboard reporting
Charges Page and charge/place holds on bookings
Settings in Settings > General
Quickbooks integration
Pay Teams Page
Time tracking logs
Merchant Track (Launch27 Pay customers)
Cannot delete customer profiles, only archive
Cannot delete customer credit card details from profile, they can only set default cards not remove cards
Cannot delete Team profiles, only archive
Cannot edit gift card, issue a free gift card, or transact a gift card from inside their account
Cannot edit or archive any office staff profiles
Cannot make changes to bookings once marked as complete.
Staff: Technical Administrator
Technical Administrator can do the following:
Everything Staff role can do
Manage Staff
Teams (cleaners/technicians working out in the field)
To add a new Team, go to Settings > People > Teams > Click Add New on top right of screen
Teams can do the following:
Manage Availability
View their Bookings
Respond to invites (only if Invite Team feature is on plan)
View Customer Feedback (if permission is enabled)
Sync bookings to Google Calendar
Read more about Teams by clicking here.
Learn how to update Team Permissions here.