Staff Dashboard
Staff users see a streamlined dashboard that focuses only on their assigned tasks and permitted functions. This keeps the interface clean and prevents access to administrative features.
Staff Role
When you add a user to your Check Cherry account and assign them the Staff role, they get basic access to the system with these default capabilities:
View assigned bookings only - Staff users can only see bookings that are specifically assigned to them
Limited dashboard access - Unlike administrators, staff users see a simplified dashboard based on their assigned permissions
What does the Sales role do?
The Sales role builds upon the Staff role by adding sales-focused permissions:
All Staff permissions - Everything a Staff user can do
Lead management - Ability to manage and track leads
Proposal creation - Can create and send proposals to clients
Additional Permissions
You can enhance Staff and Sales users by adding these specific permissions:
See All Bookings
What it does: Allows the user to view all confirmed bookings in the system
Default behavior: Without this permission, users only see bookings assigned to them
Best for: Team leads, coordinators, or staff who need visibility into all operations
Extended Permissions
This permission grants access to business-critical information and editing capabilities:
Pricing visibility - Can see pricing information for services
Package editing - Ability to modify service packages
Add-on management - Can add or modify service add-ons
Backdrop editing - Can update backdrop options
How do I Assign Permissions?
When setting up permissions for your team:
Navigate to user management
Search for and edit the staff member
Choose their base role (Staff or Customer, but not both)
Add any additional permissions as needed
Permission Strategy - Recommended Approach
Role-based assignment - Match permissions to job responsibilities
Regular review - Periodically audit permissions to ensure they're still appropriate
Security Considerations
Only grant "Extended Permissions" to trusted team members
Consider limiting "See All Bookings" to supervisory roles
Review permissions when staff roles change
Quick Reference
Role | Basic Access | Lead Management | Proposals | See All Bookings | Extended Permissions |
Staff | ✓ | ✗ | ✗ | Optional | Optional |
Sales | ✓ | ✓ | ✓ | Optional | Optional |
Need help setting up permissions? Contact your system administrator or Check Cherry support via the chat bubble in the lower right corner of your screen.