Why do you need Clients Permission?
Client records often contain sensitive personal and medical information, so these permissions help ensure only authorized staff members can view, edit, or delete that data - reducing the risk of accidental changes or privacy breaches.
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.
Step 2: Open the Clients 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.
This opens the Team page, showing four tabs: People, Roles, Teams, and Visibility. Click on the "Roles" tab.
Find "Clients" 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 "Clients" 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 clients page – Allows the staff member to open the patient record .
- Can create clients – Allows the staff member to add new client records.
- Can edit clients – Allows the staff member to update an existing client's details.
- Can delete clients – Allows the staff member to remove a client record.
- Can mark clients as archived – Allows the staff member to archive a client, removing them from active lists without permanently deleting their record.
- Can access labs page – Allows the staff member to open a client's Labs page.
- Can delete card – Allows the staff member to remove a saved payment card from a client's profile.
- Can access online bookings – Allows the staff member to view a client's online booking activity.
- Can edit form – Allows the staff member to edit a client's completed forms.
- Can delete form – Allows the staff member to delete a client's completed forms.
- Can override client visibility rules – Allows the staff member to view client records that would otherwise be restricted by visibility settings.
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 client-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.