Team member permissions let you control which actions certain team members can take in Boatyard. This is useful for limiting access to sensitive areas like accounting, refunds, and team management to only the people who need it.
Where to Set Permissions
Go to Team and click Team Members
Open an existing team member and go to the Permissions tab, or click the Permissions tab while creating a new team member
Toggle each permission on or off as needed
Note: By default, a new team member is created with all permissions turned on except Parts.
Permission Categories
When each permission is turned on the team member can do the following:
Parts
Can create new parts
Can edit parts
Can create purchase orders
Can receive parts on purchase orders
Can add vendors
Accounting
Can access the Integration tab to be able to connect to QuickBooks and set QuickBooks mapping
Can access the Taxes & Fees tab to create labor types and sales tax. Can also set up miscellaneous fees, and ACH discount.
Can access the Payments tab to connect or disconnect payment gateways
Can sync invoices manually from orders into QuickBooks
Services
Can create and edit services
Refunds
Can process refunds on orders and retail sales
Reporting
Can access the reporting section of the Boatyard dashboard
Discounts
Can apply discounts to an order or retail sale
Team Management
Can add, edit and delete team members and technicians
Can edit team member permissions
A team member without the Team Management permission cannot edit their own or anyone else's permissions