Requirements:
Minimum Goldie app version: 41.0.0
Plan: Pro Plus
Goldie makes it easy for account owners on Pro Plus subscriptions to manage the permissions of all users on their accounts. You can assign staff members either of the other permission levels - Manager or Restricted - at any time. The permissions associated with each role are laid out below.
Permission / Access | Owner | Manager | Receptionist | Service Provider | Restricted Service Provider |
Account Access |
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Full access to all business data | ✅ | ❌ | ❌ | ❌ | ❌ |
Access to Account Subscription | ✅ | ❌ | ❌ | ❌ | ❌ |
Access to Payment Settings | ✅ | ❌ | ❌ | ❌ | ❌ |
Staff permissions management | ✅ | ❌ | ❌ | ❌ | ❌ |
Calendar/Appointments |
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Visible on calendar as service provider | ✅ | ✅ | ❌ | ✅ | ✅ |
Manage all appointments | ✅ | ✅ | ✅ | ❌ | ❌ |
Manage own appointments | ✅ | ✅ | ✅ | ✅ | ❌ |
View appointment price | ✅ | ✅ | ✅ | ✅ | ✅ |
Client Management |
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Manage clients (add and edit) | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete clients | ✅ | ✅ | ❌ | ❌ | ❌ |
View client contact details | ✅ | ✅ | ✅ | ✅* | ❌ |
Waitlist |
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Manage waitlist entries | ✅ | ✅ | ✅ | ✅ | ❌ |
Manage waitlist settings | ✅ | ✅ | ❌ | ❌ | ❌ |
Services & Products |
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Manage services (add, edit, delete) | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage products (add, edit, delete) | ✅ | ✅ | ❌ | ❌ | ❌ |
Financial |
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Take payments | ✅ | ✅ | ✅ | ✅ | ❌ |
View payments dashboard | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage expenses | ✅ | ✅ | ❌ | ❌ | ❌ |
Gift cards | ✅ | ✅ | ❌ | ❌ | ❌ |
Access to Reports | ✅ | ✅ | ❌ | ❌ | ❌ |
Marketing & Communication |
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Manage marketing features | ✅ | ✅ | ❌ | ❌ | ❌ |
Manage message templates | ✅ | ✅ | ❌ | ❌ | ❌ |
Forms & Settings |
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Manage forms | ✅ | ✅ | ❌ | ❌ | ❌ |
Edit business settings | ✅ | ✅ | ❌ | ❌ | ❌ |
Configure notifications | ✅ | ✅ | ❌ | ❌ | ❌ |
Staff Management |
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Manage staff members | ✅ | ✅ | ❌ | ❌ | ❌ |
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