Table of Contents:
Client Permissions
Why do you need clients permissions?
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.
Analytics Permissions
Why do you need analytic permission?
Analytics often includes sensitive business data, like financials, sales figures, and company-wide performance, so these permissions let you restrict that visibility to the roles that actually need it, such as managers or owners, rather than exposing it to every staff member by default.
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 Analytics 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 "Analytics" 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 "Analytics" 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 reports page – Allows the staff member to open the Reports page.
- Can create custom reports – Allows the staff member to build their own custom reports.
- Can access dashboards page – Allows the staff member to open the Dashboards page.
- Can access leads company reports – Allows the staff member to view company-wide reports on leads.
- Can access sales company reports – Allows the staff member to view company-wide reports on sales.
- Can access appointments company reports – Allows the staff member to view company-wide reports on appointments.
- Can access activities company reports – Allows the staff member to view company-wide reports on activities.
- Can access business company reports – Allows the staff member to view company-wide reports on overall business performance.
- Can access dashboards – Allows the staff member to view existing dashboards.
- Can create dashboards – Allows the staff member to build new dashboards.
- Can delete dashboards – Allows the staff member to remove existing dashboards.
- Can access clients company reports – Allows the staff member to view company-wide reports on clients.
- Can access financial company reports – Allows the staff member to view company-wide reports on finances.
- Can access the Team report – Allows the staff member to view the Team report.
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 analytics-level access each role has in Pabau.
Inventory Permissions
Why do you need inventory permissions?
Inventory changes affect what's available to sell or use in appointments, and can impact stock costs and supplier orders — so these permissions help prevent accidental price changes, incorrect counts, or unauthorized orders by limiting who can make these 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 Inventory 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 "Inventory" 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 "Inventory" 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 inventory page – Allows the staff member to open the Inventory page.
- Can access products page – Allows the staff member to open the Products page.
- Can create products – Allows the staff member to add new products.
- Can modify product – Allows the staff member to edit an existing product's details.
- Can disable products – Allows the staff member to disable a product, removing it from active use without deleting it.
- Can perform inventory count – Allows the staff member to carry out a stock/inventory count.
- Can create orders – Allows the staff member to create new stock orders.
- Can access orders page – Allows the staff member to open the Orders 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 inventory-level access each role has in Pabau.
Marketing Permissions
Why do you need marketing permissions?
Marketing actions often go straight to clients like sending broadcasts or launching a loyalty campaign - so these permissions help ensure only the right staff members can communicate on the clinic's behalf or make changes that affect client-facing promotions.
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 Marketing 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 "Marketing" 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 "Marketing" 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 broadcast page – Allows the staff member to open the Broadcast page.
- Can access reviews page – Allows the staff member to open the Reviews page.
- Can access gift vouchers page – Allows the staff member to open the Gift Vouchers page.
- Can access automations page – Allows the staff member to open the Automations page.
- Can create an automation folder – Allows the staff member to create a new folder for organising automations.
- Can edit an automation folder – Allows the staff member to rename or update an existing automation folder.
- Can delete an automation folder – Allows the staff member to delete an automation folder.
- Can create an automation – Allows the staff member to build a new automation.
- Can edit an automation – Allows the staff member to update an existing automation.
- Can delete an automation – Allows the staff member to delete an automation.
- Can access loyalty page – Allows the staff member to open the Loyalty page.
- Can customise Loyalty points value – Allows the staff member to change how much loyalty points are worth.
- Can create a loyalty campaign – Allows the staff member to set up a new loyalty campaign.
- Can edit loyalty campaigns – Allows the staff member to update an existing loyalty campaign.
- Can delete loyalty campaigns – Allows the staff member to delete a loyalty campaign.
- Can view all Earning points – Allows the staff member to view all clients' earned loyalty points.
- Can access the Workflows page – Allows the staff member to open the Workflows page.
- Can access referrals page – Allows the staff member to open the Referrals page.
- Can set up referral campaign – Allows the staff member to create a new referral campaign.
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 marketing-level access each role has in Pabau.
Setup Permissions
Why do you need Setup permissions?
Setup controls core account configuration and client-facing forms, so these permissions help ensure only trusted staff members can make changes that affect how the clinic operates or how clients interact with it.
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 Setup 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 "Setup" 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 "Setup" 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 the Setup page – Allows the staff member to open the Setup page.
- Can access the Forms page – Allows the staff member to open the Forms page.
- Can create forms – Allows the staff member to create new forms.
- Can delete forms – Allows the staff member to delete existing forms.
- Can edit forms – Allows the staff member to update existing forms.
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 setup-level access each role has in Pabau.
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