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Setup Permissions

Setup permissions control what a staff member can do with account configuration in Pabau - from accessing the Setup page, to accessing, creating, editing, and deleting forms.

 

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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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.