Marketing permissions determine who can create discounts, run marketing campaigns, and apply promotional offers during checkout.
Use this guide to understand each permission option and assign them based on staff responsibility for pricing, promotions, and customer engagement.
Go to Settings > Staff > Role permission > Marketing to set up.
Access Discount
Allows staff to create and manage discount codes for the business.
With this permission, staff can:
Create new discount codes
Edit existing discounts (e.g., name, value, conditions)
Archive discounts no longer used
Add/remove discount at check out
Allows staff to apply or remove discounts during checkout.
Staff with this permission can:
See the “Add discount” option on invoices
Apply active discount codes to client purchases
Remove discounts if needed before payment is completed
Access Marketing campaign
Allows staff to create and manage marketing campaigns for the business.
This includes the ability to:
Build new marketing campaigns (e.g., email promotions)
Adjust campaign settings or rules
Monitor campaign performance