Staff role
Once a user is added to your CC account, they can be assigned the role of Staff.
Staff users cannot see the customizable dashboard that admins can see; their dashboard is limited by the permissions you assign to them. If you do not assign any other permissions besides Staff, they will only be able to see bookings in the system that they are assigned to.
Here is an example of a Staff dashboard:
Below are the permissions you can add to Staff users.
Sales role
The Sales role includes the same permissions as the Staff role, plus the ability to manage leads and create proposals.
The See all bookings permission gives the user the ability to see all confirmed bookings in the system whether they are assigned to them or not.
The Extended Permissions gives the staff member the ability to see pricing, edit the package, add-ons and backdrop.