What roles are available in the “Team Management” option?

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
Full access to all business data	✅	❌	❌	❌	❌
Access to Account Subscription	✅	❌	❌	❌	❌
Access to Payment Settings	✅	❌	❌	❌	❌
Staff permissions management	✅	❌	❌	❌	❌
Calendar/Appointments
Visible on calendar as service provider	✅	✅	❌	✅	✅
Manage all appointments	✅	✅	✅	❌	❌
Manage own appointments	✅	✅	✅	✅	❌
View appointment price	✅	✅	✅	✅	✅
Client Management
Manage clients (add and edit)	✅	✅	✅	✅	❌
Delete clients	✅	✅	❌	❌	❌
View client contact details	✅	✅	✅	✅*	❌
Waitlist
Manage waitlist entries	✅	✅	✅	✅	❌
Manage waitlist settings	✅	✅	❌	❌	❌
Services & Products
Manage services (add, edit, delete)	✅	✅	❌	❌	❌
Manage products (add, edit, delete)	✅	✅	❌	❌	❌
Financial
Take payments	✅	✅	✅	✅	❌
View payments dashboard	✅	✅	❌	❌	❌
Manage expenses	✅	✅	❌	❌	❌
Gift cards	✅	✅	❌	❌	❌
Access to Reports	✅	✅	❌	❌	❌
Marketing & Communication
Manage marketing features	✅	✅	❌	❌	❌
Manage message templates	✅	✅	❌	❌	❌
Forms & Settings
Manage forms	✅	✅	❌	❌	❌
Edit business settings	✅	✅	❌	❌	❌
Configure notifications	✅	✅	❌	❌	❌
Staff Management
Manage staff members	✅	✅	❌	❌	❌

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