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How to Set Money Permission for a Staff Member

This article explains how you can enable or disable Money permissions for an individual staff member in your Pabau account.

Step 1: Navigate to Team

Start by logging into your Pabau account using your login credentials. Then, navigate to the "Team" tab located on the left sidebar menu. Click to expand it and click the "Team" sub-tab.

Step 2: Access Staff Member Profile

On this page, you will see all your active staff members listed under the "People" tab. To access a staff member's profile, click on their name or profile picture.

Step 3: Open Permissions

On the staff member's profile, click on "Permissions" in the left-hand menu. This opens a view showing exactly what that individual staff member is allowed to do in Pabau, along with a summary of how many permissions are currently allowed and how many are marked as "sensitive."

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Step 4: Locate the Money Category

On the left side of the Permissions page, click on "Money" to jump straight to that category. It shows how many of its permissions are currently on, along with how many are sensitive.

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"Can void sales," "Can refund payments," "Can override prices," "Can delete quotes," and "Can edit item tax" are all marked Sensitive, since they involve financial actions that directly affect revenue, pricing, or billing, so it's worth reviewing these carefully before enabling them.

Step 5: Enable or Disable Money Permissions

The Money category includes the following individual permissions:

  • Can access invoices page – Will be able to access the Money page and view a list of invoices, payments, and credit notes.
  • Can void sales – Will be able to void invoices. (Sensitive)
  • Can edit invoices – Will be able to adjust invoices.
  • Can refund payments – Will be able to refund payment to the clients. (Sensitive)
  • Can access payments page – Will be able to access the payments page.
  • Can access appointments page – Will be able to access the appointments page.
  • Can access sales history page – Will be able to access the items page.
  • Can create an invoice – Will be able to create an invoice.
  • Can override prices – Will be able to override a price. (Sensitive)
  • Can access wallet – Will be able to access the wallet.
  • Can access remittance page – Will be able to access the remittance page.
  • Can access paylinks page – Will be able to access the paylinks page.
  • Can access the quotes page – Will be able to access the quotes page.
  • Can create quotes – Will be able to create new quotes (from the client card and quotes page).
  • Can edit quotes – Will be able to edit already created quotes (i.e. open the recall-and-edit button).
  • Can delete quotes – Will be able to delete created quotes. (Sensitive)
  • Can view quotes – Will be able to view quotes in the client card.
  • Can edit item tax – Will be able to edit the tax of the quote items. (Sensitive)
  • Can create Credit Notes – Will be able to issue credit notes.
  • Can create custom packages – User will be able to create custom packages on POS.
  • Can access Smart Pricing – Will be able to view, add, edit, and delete Smart Pricing rules.

Each permission has its own "Allowed" toggle, which you can switch on or off independently. Alternatively, use the quick actions next to the category header to apply a change to every permission in this category at once:

  • Allow basics – Applies a recommended baseline set of permissions for this category.
  • All on – Enables every permission in this category.
  • All off – Disables every permission in this category.

A few things to be aware of:

  • These permissions apply only to this individual staff member, not their role — changing them here won't affect anyone else, even if they share the same role.
  • If you'd rather apply a consistent set of permissions across multiple staff members at once, it's easier to set them at the role level instead.

Step 6: Save Your Changes

Once you're happy with your changes, click "Save changes" in the top right corner of the screen.

By following these steps, you can control exactly what financial-level access an individual staff member 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.