In this article, we will walk you through the main permissions and capabilities assigned to the Super Admin role.
In Pabau, the Super Admin role comes with a comprehensive set of permissions designed to help you effectively manage your clinic’s operations. As a Super Admin, you have access to key system features that allow you to oversee staff roles, configure settings, manage data, and maintain compliance.
1. Business Dashboard
The Business Dashboard gives you a real-time overview of key clinic metrics — including revenue, appointment performance, practitioner activity, and service breakdowns. This helps you track performance and make informed decisions based on live data.
To learn more about the Business Dashboard, please refer to this article.
2. Roles
You can create, edit, assign, and delete staff roles in the system. This allows you to control what different users can access and manage based on their responsibilities.
To learn more about roles and how to manage them, please refer to this article.
3. Staff Management
You can add, edit, and deactivate staff members, assign them to roles and locations, and configure details like working hours, appointment colours, and commissions. Super Admins also have the ability to grant Super Admin permissions to other staff members when needed.
To learn more about managing these settings, see the articles below:
4. System Preferences
Manage general clinic settings such as calendar and appointments, scheduler, and clinic locations.
To learn more about managing these settings, see the articles below:
5. Leads
The Leads section helps you track and manage potential clients who have shown interest in your services. You can view lead details, track their status, assign them to team members, and follow up effectively to convert them into patients.
To learn more about managing leads, please refer to this article.
6. Clients
The Clients section allows you to manage your entire patient database. You can view and edit client profiles, access medical and appointment history, add notes, upload documents, and manage consents — all in one place. Super Admins can also edit and delete all client notes, while regular admins can only modify the notes they’ve added themselves.
You also have the ability to create, edit, and rearrange client custom fields. This allows you to personalise the client card layout and ensure important information is displayed in the order that best suits your clinic’s workflow.
To learn more about managing clients in Pabau, please refer to this article.
7. Data & Reports
You can view and export all reports and data, including financial overviews, appointment insights, marketing metrics, and staff performance.
To learn more about managing reports, please refer to this article.
8. Inventory & Products
Monitor and manage your clinic’s stock levels with full visibility over product quantities, suppliers, and purchase history. You can add new products, track usage, and set up reorder alerts to ensure you never run out of essential items.
To learn more about managing inventory and products, please refer to this article.
9. Marketing
You have permission to access and manage all marketing features, including sending broadcasts, creating automated campaigns, managing gift vouchers, running loyalty programs, and handling client reviews. This lets you effectively engage with your clients and support your clinic’s growth.
To learn more about marketing features and permissions, please refer to this article.
10. Financials
You have access to manage all financial aspects of the clinic, including creating and editing invoices, processing refunds, issuing quotes and credit notes, payment policy, taxes, discounts and managing custom packages. You can also oversee wallets and remittance to ensure smooth financial operations.
To learn more about managing these settings, see the articles below:
11. Activities
You have permission to manage all clinic activities, including scheduling, tracking tasks, and logging communications. This helps keep your team organised and ensures that every client interaction and internal task is properly recorded.
To learn more about managing activities and permissions, please refer to this article.
12. Setup & Configuration
You have permission to manage the following clinic settings:
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Business details, location settings, and Pabau account information
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Services, including packages, rooms, equipment, online booking, and client portal
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Clinical tools such as medical forms, care pathways, precares, aftercares, labs, and drugs
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Marketing & Communication features like templates, notifications, surveys, sender addresses, and SMS credit management
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Financial settings including payment types, taxes, invoice templates, and cancellation policies
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Developer tools and other system configurations
To learn more about the setup section, please refer to this article.
With Super Admin permissions, you can manage all these areas efficiently, ensuring your clinic runs smoothly and securely. This level of access empowers you to oversee key settings and support your team effectively.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.