Skip to main content

Staff user roles and permissions

Learn what staff members can see and do in your Check Cherry account.

Updated over a week ago

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.

Staff role can see:

  • Bookings they are assigned to

    • Client name & contact info

    • Contact name & contact info

    • Other staff assigned to the event

    • Extra questions included in the booking

    • Event title, date, time & location

    • Add ons

    • Public & Private notes

    • Checklists that are marked visible to Staff

    • Designs tab (Can see designs but not edit them)

    • Questionnaires (Can edit, Save, Finalize & Unlock)

    • Add and remove attachments


Extended Permissions

The Extended permissions allows the user to:

  • Only see Bookings they are assigned to

    • Client name & contact info

    • Contact name & contact info

    • Other staff assigned to event, including their contact info

    • Referred by

    • Payments & balance

    • Extra questions

    • Checklists that are marked visible to Staff

    • Designs (Can choose templates & edit artwork)

    • Questionnaires (Can edit, Save, Finalize & Unlock)

    • Make a Payment page (Can make payments, send payment link)

    • Invoice (Can make payments, send invoice link)

    • Attachments (Add and Remove)

    • Messages (Can read, reply to and create new messages)


See all Bookings Permission

This permission allows the user to:

  • See all confirmed bookings in the system whether they are assigned to them or not.

  • See and create private notes

Staff users with this permission can not:

  • See pricing, even if they are assigned to the event

  • Make changes to the design templates or artwork


Sales Permission

This permission allows the user to:

  • Only see Bookings that they are assigned to (can not pricing for these events)

    • Client name & contact info

    • Contact name & contact info

    • Other staff assigned to event, including their contact info

    • Extra questions

    • Checklists that are marked visible to Staff

    • Designs (Can only see designs, not choose or edit)

    • Questionnaires (Can edit, Save, Finalize & Unlock)

    • Attachments (Add and Remove)

  • See all Proposals

    • Client name & contact info

    • Contact name & contact info

    • Other staff assigned to event, including their contact info

    • Referred by

    • Payments & balance

    • Extra questions

    • Checklists that are marked visible to Staff

    • Designs (Can choose templates & edit artwork)

    • Questionnaires (Can edit, Save, Finalize & Unlock)

    • Make a Payment page (Can make payments, send payment link)

    • Invoice (Can make payments, send invoice link)

    • Attachments (Add and Remove)

    • Messages (Can read, reply to and create new messages)

    • Can send proposal to client

    • Change Final Balance Due Date

    • Change Date, Time, Package, Price, End Time, Description

    • Duplicate Package

    • Create Proposal Alternatives

    • Edit or Remove Add ons, including price

    • Add Add ons

    • Add Packages

    • Edit Deposit amount

    • Edit Tax rate

    • Edit Contract Terms

  • See all Leads

    • See & edit Lead name & contact info

    • See & edit Package, including pricing

    • See & edit Add ons, including pricing

    • See & edit Venue

    • See & edit Private notes

    • Convert Leads to Proposals

Staff users with this permission can not:

  • See pricing on bookings that they are assigned to

  • Make changes to the design templates or artwork

Subscribe to our YouTube channel for more useful info and quick videos!

Did this answer your question?