Skip to main content

Powerful Tools Permission

Control which advanced business features staff can access, including reports, retail tools, memberships, packages, payroll reports, and more.

Marina avatar
Written by Marina
Updated over 3 weeks ago

Powerful Tools permissions allow you to grant or restrict access to high-impact features that help manage business reporting, retail operations, loyalty programs, and subscription management.

Use this guide to understand what each permission does and assign access only to staff who need these capabilities.


​Go to Setting > Staff > Role permission > Powerful tools to set up.

Access staff location

  • Allows staff to view assigned staff locations inside tools that display location-based information (e.g., Map View, if enabled for the business).

  • Useful for managers who need visibility across multiple business locations.

Access Reports

Controls what business reports a staff member can view.

  • Of their own: Staff can only view reports related to their own appointments or performance.

  • At working businesses: Staff can view reports for the business locations they are assigned to.

  • At all businesses: Staff can view reports for all business locations under the account.

Access Retail

This is available when the retails feature is enabled for business. It allows staff to view and access the Retail module.

  • View retail inventory

  • See product listings

  • Review retail activity

Sell retail products

Allows staff to sell retail items during checkout or standalone sale.

Access Packages

This is available when the package feature is enabled for business. Allows staff to view purchased packages and package-related activity.

  • Viewing remaining package credits

  • Seeing package usage history

Sell packages

Allows staff to sell packages to clients through the checkout or invoice flow. Enable this for team members responsible for upselling or managing package sales.

Access Review Booster

Allows staff to access the Review Booster feature, where they can view or manage client reviews and related metrics.

Access Agreement settings

Allows staff to access and manage Agreement settings, including service agreements or terms clients must accept.
Typically restricted to business owners or administrators.

Access Intake form settings

Allows staff to modify Intake Form configurations, such as required questions clients must fill out.
Useful for managers responsible for customizing workflow and client onboarding.

Access Membership

This is available when the membership feature is enabled for business. Allows staff to view membership details, including:

  • Active and inactive memberships

  • Membership cycles

  • Usage history

Operate membership subscription

Allows staff to perform membership-related actions such as renewing, pausing, canceling, or adjusting subscriptions.
This permission gives operational control, so it should be granted only to trusted staff.

Access payroll report

Controls the visibility of payroll reports under Reports > Payroll.
Three visibility levels are available:

  • Of their own β€” Staff can only see their own payroll records.

  • At working businesses β€” Staff can see payroll data for the businesses they are assigned to.

  • At all businesses β€” Staff can view payroll for all business locations.

Did this answer your question?