Role Permission - Dashboard, Calendar, Team, and Leads

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Dashboard Permissions 

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 Dashboard Category

Find "Dashboard" in the Feature Name column and click the arrow beside it to expand the category. This reveals its two individual permissions, "Can access home page" and "Company Dashboard," listed as separate rows underneath.

Each checkbox in the table turns that permission on or off for that role. Ticking the "Dashboard" row enables both permissions at once, while ticking an individual row like "Company Dashboard" only affects that one.

Step 3: Understand What Each Permission Does

• Can access home page – When enabled, the staff member can access the Home page in Pabau — the landing page shown after logging in, which includes daily overview widgets, frequently visited shortcuts, and helpful resources. If disabled, the staff member won't be able to open this page at all.
• Company Dashboard – When enabled, the staff member can see the full Company Dashboard, including all company-wide data. This gives visibility into overall clinic performance rather than just their own activity. If disabled, this broader view is hidden from them.

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

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Calendar Permissions

 

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 Calendar Category 

Find "Calendar" 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 "Calendar" row enables all of its permissions at once, while ticking an individual row only affects that one.

 Step 3: Understand What Each Permission Does

• Can access calendar page – Allows the staff member to open the Calendar at all. If disabled, they won't be able to view the Calendar page in the first place.
• Can book appointments – Allows the staff member to create new appointments on the Calendar.
• Can create blockouts – Allows the staff member to add blockout slots (e.g. breaks, holidays, or unavailable time) to the Calendar.
• Can edit appointment details – Allows the staff member to change the details of an existing appointment, such as the service, staff member, or notes.
• Can cancel appointments – Allows the staff member to cancel an existing appointment.
• Can reschedule appointments – Allows the staff member to move an appointment to a different date or time.
• Can edit blockout slots – Allows the staff member to change the details of an existing blockout.
• Can cancel blockout slots – Allows the staff member to remove an existing blockout.
• Can edit calendar settings – Allows the staff member to access and change the Calendar's configuration settings.
• Can reschedule blockouts – Allows the staff member to move a blockout to a different date or time.
• Can view everybody's calendar – Allows the staff member to see all staff members' calendars, rather than only their own.

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

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Team Permissions

   

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.

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.

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

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Leads Permissions

 

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 Leads 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 "Leads" 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 "Leads" row enables all of its permissions at once, while ticking an individual row only affects that one.

Step 3: Understand What Each Permission Does

• Can access leads page – Allows the staff member to open the Leads page.
• Can create leads – Allows the staff member to add new leads.
• Can edit leads – Allows the staff member to update the details of an existing lead.
• Can delete leads – Allows the staff member to remove a lead.
• Can mark leads as won – Allows the staff member to mark a lead as won.
• Can mark leads as lost – Allows the staff member to mark a lead as lost.
• Can access pipeline page – Allows the staff member to open the Pipeline page, where leads are tracked through each stage.

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

These are useful when setting up a new role, letting you start from a sensible default rather than ticking each permission individually.

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

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