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Team Permissions

Team permissions control what a staff member can do on the Team page - from viewing teammates and the scheduler, to managing staff details, permissions, and shifts.

 

Why do you need team permissions?

Team-level actions like editing staff details, managing shifts, or adjusting other people's permissions can affect the whole clinic, so these permissions help ensure only trusted staff members like managers or owners to make those changes. 

Step 1: Navigate to Roles

Log in to your Pabau account, and in the left sidebar menu, click on "Team" to expand it, then click on "Team" again from the submenu. 

This opens the Team page, showing four tabs: People, Roles, Teams, and Visibility. Click on the "Roles" tab.

Step 2: Open the Team Category

On the Roles page, you'll see a "Features" table listing every permission category down the left side, with each of your roles shown as its own column.

Find "Team" in the Feature Name column and click the arrow beside it to expand the category. This reveals its individual permissions, listed as separate rows underneath.

Each checkbox in the table turns that permission on or off for that role. Ticking the "Team" row enables all of its permissions at once, while ticking an individual row only affects that one.

NOTE: The "Owner" role's checkboxes appear greyed out, since the Owner role always has full access and can't be restricted.

Step 3: Understand What Each Permission Does

  • Can access teammates page – Allows the staff member to open the Teammates page and view the list of staff.
  • Can access scheduler page – Allows the staff member to open the Scheduler page.
  • Can manage group permissions – Allows the staff member to edit the permissions assigned to a role or group.
  • Can invite staff members – Allows the staff member to invite new staff members to join the account.
  • Can adjust staff members details – Allows the staff member to edit another staff member's details.
  • Can remove staff members – Allows the staff member to remove a staff member from the account.
  • Can manage user permissions – Allows the staff member to edit the permissions assigned to an individual user.
  • Can create shifts – Allows the staff member to create new shifts for staff.
  • Can edit shifts – Allows the staff member to edit existing shifts.
  • Can remove shifts – Allows the staff member to delete existing shifts.
  • Can access the commissions page – Allows the staff member to open the Commissions page.

If any of these are disabled, the staff member simply won't be able to perform that specific action.

 A few things to be aware of:

  • Permissions apply to the role, not the individual — so if you set a permission for the Receptionist role, every staff member with that role gets the same access.
  • If you don't see the right role for what you're setting up, you can create a new one and set its permissions from scratch.

By following these steps, you can control exactly what team-level access each role has in Pabau.

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.