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
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