[{"data":1,"prerenderedAt":1276},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations\u002Fpolicies":3,"help-all-categories":333,"help-cat-articles:\u002Fhelp\u002Foperations\u002Fpolicies":452,"help-related:\u002Fhelp\u002Foperations\u002Fpolicies":453},{"id":4,"title":5,"audience":6,"body":7,"category":317,"description":318,"draft":319,"extension":320,"icon":321,"keywords":322,"meta":323,"navigation":324,"order":325,"path":326,"related":327,"seo":329,"stem":330,"updatedAt":331,"__hash__":332},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies — reading, signing, and authoring","clinic",{"type":8,"value":9,"toc":304},"minimark",[10,17,20,27,32,35,38,44,50,56,60,67,142,152,157,182,186,189,193,202,209,212,216,222,225,232,236,296],[11,12,13],"p",{},[14,15,16],"strong",{},"Operations → Policies",[11,18,19],{},"Policies are the HR and compliance layer — code of conduct, health and safety, privacy, harassment, attendance, social media, confidentiality, the employee handbook.",[11,21,22,23,26],{},"They sit in ",[14,24,25],{},"Operations",", not in Settings, because every employee has to read and sign them. Only authoring is restricted.",[28,29,31],"h2",{"id":30},"if-youre-an-employee","If you're an employee",[11,33,34],{},"You need to do two things: read the policy, and acknowledge it.",[11,36,37],{},"When a policy that requires acknowledgment is published — or its version is bumped — you're prompted to sign at your next sign-in. Read it, then acknowledge.",[39,40,41],"note",{},[11,42,43],{},"Your signature and its timestamp are permanently logged against the exact version you signed. That record is the point of the feature: it's what proves the business told you, and what proves you read it.",[11,45,46,47,49],{},"You can revisit any policy at any time from ",[14,48,16],{},". If you can read but not author, the sidebar shows a small eye icon next to the link — that's expected, not a fault.",[51,52,53],"warning",{},[11,54,55],{},"Acknowledgment prompts are skipped on read-only reporting pages, so a manager reviewing numbers isn't blocked by an HR overlay on every report. The prompt still reaches you everywhere else, and the notification bell keeps the item visible.",[28,57,59],{"id":58},"if-you-author-policies","If you author policies",[11,61,62,63,66],{},"Authoring needs the policy-management permission. ",[14,64,65],{},"New policy"," offers five ways in:",[68,69,70,83],"table",{},[71,72,73],"thead",{},[74,75,76,80],"tr",{},[77,78,79],"th",{},"Route",[77,81,82],{},"Use it when",[84,85,86,97,107,122,132],"tbody",{},[74,87,88,94],{},[89,90,91],"td",{},[14,92,93],{},"Start from a template",[89,95,96],{},"You want a solid starting draft. Templates prefill your business name, HR contact and jurisdiction.",[74,98,99,104],{},[89,100,101],{},[14,102,103],{},"AI Policy Studio",[89,105,106],{},"You want a draft generated from a description. Only available when the AI assistant is enabled for your business.",[74,108,109,114],{},[89,110,111],{},[14,112,113],{},"Upload a document",[89,115,116,117,121],{},"You already have the policy as a PDF, ",[118,119,120],"code",{},".docx",", or HTML file.",[74,123,124,129],{},[89,125,126],{},[14,127,128],{},"Paste HTML",[89,130,131],{},"You're bringing it from another system. The pasted markup is sanitised before it's stored.",[74,133,134,139],{},[89,135,136],{},[14,137,138],{},"Blank",[89,140,141],{},"You'd rather write it yourself.",[11,143,144,145,147,148,151],{},"Uploads accept PDF, ",[118,146,120],{}," and ",[118,149,150],{},".html"," only, and are size-limited — the editor tells you the maximum.",[153,154,156],"h3",{"id":155},"fields","Fields",[158,159,160,170,176],"ul",{},[161,162,163,166,167],"li",{},[14,164,165],{},"Title"," and optional ",[14,168,169],{},"category",[161,171,172,175],{},[14,173,174],{},"Summary"," — a one-liner shown in lists and on the acknowledgment overlay. Worth writing well; for many staff it's the only part they read carefully.",[161,177,178,181],{},[14,179,180],{},"Require acknowledgment"," — when on, every employee must sign it at next login",[153,183,185],{"id":184},"draft-then-publish","Draft, then publish",[11,187,188],{},"A new policy is created as a draft. Review it — particularly the extracted text from an upload or the sanitised output of a paste — and publish when you're satisfied.",[153,190,192],{"id":191},"versions-and-re-acknowledgment","Versions and re-acknowledgment",[51,194,195],{},[11,196,197,198,201],{},"Bumping a policy's version ",[14,199,200],{},"resets everyone's acknowledgment"," and asks the whole team to sign again. That's correct for a substantive change and wasteful for a typo. Save the version bump for changes that alter what someone is agreeing to.",[11,203,204,205],{},"When you edit and re-publish with a version bump, the app confirms it: ",[206,207,208],"em",{},"\"Version bumped. Team must re-acknowledge.\"",[11,210,211],{},"You can also replace the attached file on an uploaded policy — the signature record then attaches to the file you uploaded.",[28,213,215],{"id":214},"compliance-tracking","Compliance tracking",[11,217,218,221],{},[14,219,220],{},"Compliance"," (admin only) shows, per employee: how many policies they've acknowledged, out of how many, as a percentage — plus exactly which ones are missing.",[11,223,224],{},"A policy someone signed at an older version is flagged separately from one they've never signed, so you can tell \"hasn't read it at all\" from \"read the previous edition\".",[11,226,227,228,231],{},"Filter to ",[14,229,230],{},"only missing"," to get your chase list.",[28,233,235],{"id":234},"policies-versus-notes","Policies versus notes",[68,237,238,250],{},[71,239,240],{},[74,241,242,244,247],{},[77,243],{},[77,245,246],{},"Policies",[77,248,249],{},"Notes",[84,251,252,263,274,285],{},[74,253,254,257,260],{},[89,255,256],{},"Subject",[89,258,259],{},"Conduct, safety obligations, privacy, employment",[89,261,262],{},"How to do the work",[74,264,265,268,271],{},[89,266,267],{},"Who can author",[89,269,270],{},"Policy-management permission only",[89,272,273],{},"Anyone who can create notes",[74,275,276,279,282],{},[89,277,278],{},"Who can read",[89,280,281],{},"Everyone with policy view",[89,283,284],{},"Depends on the note's visibility",[74,286,287,290,293],{},[89,288,289],{},"Signature",[89,291,292],{},"Permanently logged against the version",[89,294,295],{},"Acknowledgment logged, optional per note",[11,297,298,299,303],{},"If it would go in an employee handbook, it's a policy. If it would go on a laminated card by the machine, it's a ",[300,301,39],"a",{"href":302},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",".",{"title":305,"searchDepth":306,"depth":306,"links":307},"",2,[308,309,315,316],{"id":30,"depth":306,"text":31},{"id":58,"depth":306,"text":59,"children":310},[311,313,314],{"id":155,"depth":312,"text":156},3,{"id":184,"depth":312,"text":185},{"id":191,"depth":312,"text":192},{"id":214,"depth":306,"text":215},{"id":234,"depth":306,"text":235},"operations","What every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.",false,"md","i-lucide-shield-check",[],{},true,30,"\u002Fhelp\u002Foperations\u002Fpolicies",[302,328],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":5,"description":318},"help\u002Foperations\u002Fpolicies","2026-07-26","Olc7gRagEd7UYBUv2Ug9gJ9Km9IBKV4mIQ6NWjhd-7w",[334,345,354,363,373,383,391,401,411,421,431,442],{"id":335,"title":336,"audience":6,"description":337,"extension":338,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":346,"title":347,"audience":6,"description":348,"extension":338,"icon":349,"meta":350,"order":306,"slug":351,"stem":352,"__hash__":353},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":355,"title":356,"audience":6,"description":357,"extension":338,"icon":358,"meta":359,"order":312,"slug":360,"stem":361,"__hash__":362},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":364,"title":365,"audience":6,"description":366,"extension":338,"icon":367,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":374,"title":375,"audience":6,"description":376,"extension":338,"icon":377,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":384,"title":25,"audience":6,"description":385,"extension":338,"icon":386,"meta":387,"order":388,"slug":317,"stem":389,"__hash__":390},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":392,"title":393,"audience":6,"description":394,"extension":338,"icon":395,"meta":396,"order":397,"slug":398,"stem":399,"__hash__":400},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":402,"title":403,"audience":6,"description":404,"extension":338,"icon":405,"meta":406,"order":407,"slug":408,"stem":409,"__hash__":410},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":412,"title":413,"audience":6,"description":414,"extension":338,"icon":415,"meta":416,"order":417,"slug":418,"stem":419,"__hash__":420},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":422,"title":423,"audience":6,"description":424,"extension":338,"icon":425,"meta":426,"order":427,"slug":428,"stem":429,"__hash__":430},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":432,"title":433,"audience":434,"description":435,"extension":338,"icon":436,"meta":437,"order":438,"slug":439,"stem":440,"__hash__":441},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":443,"title":444,"audience":434,"description":445,"extension":338,"icon":446,"meta":447,"order":448,"slug":449,"stem":450,"__hash__":451},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[454,822],{"id":455,"title":456,"audience":6,"body":457,"category":317,"description":813,"draft":319,"extension":320,"icon":814,"keywords":815,"meta":816,"navigation":324,"order":427,"path":302,"related":817,"seo":819,"stem":820,"updatedAt":331,"__hash__":821},"help\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook.md","Notes — your team playbook",{"type":8,"value":458,"toc":803},[459,464,467,471,477,551,554,579,589,593,596,616,620,627,641,651,655,661,669,676,680,685,695,699,706,709,713,733,737,740,797],[11,460,461],{},[14,462,463],{},"Operations → Notes",[11,465,466],{},"Notes are the written record of how your business actually works — the laser protocol, the autoclave checklist, what to do if someone faints in a treatment room. Searchable, versioned, and signed off when it matters.",[28,468,470],{"id":469},"write-a-note","Write a note",[11,472,473,476],{},[14,474,475],{},"New note"," opens the composer. Pick a category first — it changes the prompt you're writing against:",[68,478,479,489],{},[71,480,481],{},[74,482,483,486],{},[77,484,485],{},"Category",[77,487,488],{},"What belongs here",[84,490,491,501,511,521,531,541],{},[74,492,493,498],{},[89,494,495],{},[14,496,497],{},"Treatment",[89,499,500],{},"A procedure, end to end",[74,502,503,508],{},[89,504,505],{},[14,506,507],{},"Equipment",[89,509,510],{},"A device, its maintenance, or a known fix",[74,512,513,518],{},[89,514,515],{},[14,516,517],{},"Training",[89,519,520],{},"Something every new hire should learn",[74,522,523,528],{},[89,524,525],{},[14,526,527],{},"Emergency",[89,529,530],{},"Safety-critical. Calm action saves the day",[74,532,533,538],{},[89,534,535],{},[14,536,537],{},"Personal",[89,539,540],{},"Just for you — keep visibility private",[74,542,543,548],{},[89,544,545],{},[14,546,547],{},"Other",[89,549,550],{},"Reference material that doesn't fit elsewhere",[11,552,553],{},"Then write:",[158,555,556,561,567,573],{},[161,557,558,560],{},[14,559,165],{}," — clear and scannable. People find notes by skimming titles.",[161,562,563,566],{},[14,564,565],{},"Tags"," — press Enter or comma to add. Tags are how the search narrows.",[161,568,569,572],{},[14,570,571],{},"Body"," — what this is for, when it applies, what the reader should keep in mind.",[161,574,575,578],{},[14,576,577],{},"Steps"," — an ordered list, used only when the order genuinely matters (\"press kill switch, evacuate, page the doctor\"). Skip it if the body says it all.",[11,580,581,584,585,588],{},[14,582,583],{},"Save draft"," parks it. ",[14,586,587],{},"Publish"," sends it to whoever can see it.",[28,590,592],{"id":591},"who-can-see-it","Who can see it",[11,594,595],{},"Three levels of reach:",[158,597,598,604,610],{},[161,599,600,603],{},[14,601,602],{},"Private"," — only you",[161,605,606,609],{},[14,607,608],{},"My team"," — you and everyone who reports into you, direct and indirect",[161,611,612,615],{},[14,613,614],{},"Org-wide"," — everyone in the workspace",[28,617,619],{"id":618},"requiring-a-signature","Requiring a signature",[11,621,622,623,626],{},"Turn on ",[14,624,625],{},"Require team acknowledgment"," and everyone who can see the note must mark it as read. Then choose how hard that requirement bites:",[158,628,629,635],{},[161,630,631,634],{},[14,632,633],{},"Soft reminder"," — it appears in the notification bell and on the pending sign-offs page. The app stays fully usable.",[161,636,637,640],{},[14,638,639],{},"Hard block"," — a full-screen overlay that can't be dismissed until they acknowledge it.",[642,643,644],"caution",{},[11,645,646,647,650],{},"Use ",[14,648,649],{},"hard block"," for safety-critical SOPs only — laser, sharps, emergency protocols. It stops the person working until they sign. A hard-blocked note about the new coffee machine will cost you a morning of goodwill.",[28,652,654],{"id":653},"versions","Versions",[11,656,657,658,303],{},"Every publish is a snapshot of the title, body, category, tags and steps at that moment, kept in ",[14,659,660],{},"History",[51,662,663],{},[11,664,665,668],{},[14,666,667],{},"Bumping the version resets everyone's acknowledgment."," That's the point — a materially changed protocol needs re-signing. But it also means a typo fix shouldn't bump the version, or you'll ask forty people to re-sign a comma.",[11,670,671,672,675],{},"A person who signed an older version sees the note flagged as ",[14,673,674],{},"Outdated · you signed v2",", so it's obvious what they're behind on.",[28,677,679],{"id":678},"pending-sign-offs","Pending sign-offs",[11,681,682,684],{},[14,683,679],{}," lists everything waiting on your signature, with a hint against each one telling you whether it will block you or merely nag. Read it, acknowledge it, and it clears.",[11,686,687,688,690,691,694],{},"The same count appears as an amber badge on ",[14,689,249],{}," in the sidebar and on ",[14,692,693],{},"Today"," under action required.",[28,696,698],{"id":697},"finding-a-note-again","Finding a note again",[11,700,701,702,705],{},"The notes list searches title, body and tags at once, and filters by category, by visibility, and by pinned. ",[14,703,704],{},"Pin"," the handful you reach for daily and they stay at the top.",[11,707,708],{},"The page also shows three figures at a glance: how many notes exist, how many are pinned, and how many need your sign-off.",[28,710,712],{"id":711},"managing-a-published-note","Managing a published note",[158,714,715,721,727],{},[161,716,717,720],{},[14,718,719],{},"Unpublish"," takes it out of circulation without deleting it",[161,722,723,726],{},[14,724,725],{},"Archive"," files it away",[161,728,729,732],{},[14,730,731],{},"Start session"," opens it as a training session to work through with someone",[28,734,736],{"id":735},"notes-versus-policies","Notes versus policies",[11,738,739],{},"They look similar and they are not the same thing.",[68,741,742,752],{},[71,743,744],{},[74,745,746,748,750],{},[77,747],{},[77,749,249],{},[77,751,246],{},[84,753,754,765,775,786],{},[74,755,756,759,762],{},[89,757,758],{},"What it is",[89,760,761],{},"Operational know-how — how we do the work",[89,763,764],{},"HR and compliance — the terms of employment",[74,766,767,770,772],{},[89,768,769],{},"Who writes it",[89,771,273],{},[89,773,774],{},"Someone with the policy-authoring permission",[74,776,777,780,783],{},[89,778,779],{},"Acknowledgment",[89,781,782],{},"Optional, per note",[89,784,785],{},"Usually required, and legally meaningful",[74,787,788,791,794],{},[89,789,790],{},"Signature record",[89,792,793],{},"Acknowledgment logged",[89,795,796],{},"Signature and timestamp permanently logged",[11,798,799,800,303],{},"If it's about performing the work, it's a note. If it's about conduct, safety obligations, privacy or employment, it's a ",[300,801,802],{"href":326},"policy",{"title":305,"searchDepth":306,"depth":306,"links":804},[805,806,807,808,809,810,811,812],{"id":469,"depth":306,"text":470},{"id":591,"depth":306,"text":592},{"id":618,"depth":306,"text":619},{"id":653,"depth":306,"text":654},{"id":678,"depth":306,"text":679},{"id":697,"depth":306,"text":698},{"id":711,"depth":306,"text":712},{"id":735,"depth":306,"text":736},"Write down how you do things, require a signature where it matters, and version it so a change reaches everyone.","i-lucide-notebook-text",[],{},[818,326],"\u002Fhelp\u002Foperations\u002Fboards",{"title":456,"description":813},"help\u002Foperations\u002Fnotes-your-team-playbook","rjoTUAFI5dlMFlQgoFBpUH8m6oMIwJv1ORJVaiUQtOo",{"id":823,"title":824,"audience":6,"body":825,"category":418,"description":1266,"draft":319,"extension":320,"icon":321,"keywords":1267,"meta":1268,"navigation":324,"order":438,"path":328,"related":1269,"seo":1272,"stem":1273,"updatedAt":1274,"__hash__":1275},"help\u002Fhelp\u002Fsettings\u002Froles-and-permissions.md","Roles and permissions",{"type":8,"value":826,"toc":1247},[827,830,835,839,842,895,900,904,907,911,930,966,969,1019,1023,1030,1094,1097,1102,1106,1109,1140,1147,1151,1194,1198,1205,1210,1214,1217,1221,1234,1237,1241],[11,828,829],{},"Access in Owneli is capability-based, not tier-based. There is no hidden ladder where \"manager\" magically unlocks things — every screen and every API call checks a specific capability, and roles are just named bundles of capabilities.",[11,831,832],{},[14,833,834],{},"Settings → Team & access → Permission roles",[28,836,838],{"id":837},"the-four-starting-roles","The four starting roles",[11,840,841],{},"Every business is created with four system roles you can adapt.",[68,843,844,853],{},[71,845,846],{},[74,847,848,851],{},[77,849,850],{},"Role",[77,852,758],{},[84,854,855,865,875,885],{},[74,856,857,862],{},[89,858,859],{},[14,860,861],{},"Owner",[89,863,864],{},"Full access to everything, plus owner-reserved actions: enforcing multi-factor authentication and transferring ownership.",[74,866,867,872],{},[89,868,869],{},[14,870,871],{},"Admin",[89,873,874],{},"Full access to the business. Can invite people, manage the team, and change settings.",[74,876,877,882],{},[89,878,879],{},[14,880,881],{},"Manager",[89,883,884],{},"Operational lead. Manages clients, forms and sends, approves time off. Cannot change settings or invite users.",[74,886,887,892],{},[89,888,889],{},[14,890,891],{},"Staff",[89,893,894],{},"Standard team member. The capability set is adjustable per business.",[39,896,897],{},[11,898,899],{},"The owner is deliberately a superuser and is granted every capability, including ones added in future releases. That's so a new feature can never accidentally lock the owner out of their own business.",[28,901,903],{"id":902},"two-axes","Two axes",[11,905,906],{},"Access is controlled along two axes, and both matter.",[153,908,910],{"id":909},"_1-what-you-can-do","1. What you can do",[11,912,913,914,917,918,921,922,925,926,929],{},"Each of roughly three dozen capability areas carries its own actions — typically ",[14,915,916],{},"view",", ",[14,919,920],{},"manage",", and ",[14,923,924],{},"delete",", plus ",[14,927,928],{},"create"," where creating differs meaningfully from editing.",[11,931,932,933,917,936,917,939,917,942,917,945,917,948,917,951,917,954,917,957,917,960,921,963,303],{},"The permission editor groups them the way you think about the app: ",[14,934,935],{},"Calendar",[14,937,938],{},"Scheduling & timesheets",[14,940,941],{},"Sales",[14,943,944],{},"Clients",[14,946,947],{},"Catalog",[14,949,950],{},"Marketing",[14,952,953],{},"Inventory & Retail",[14,955,956],{},"Team",[14,958,959],{},"Reports",[14,961,962],{},"Workspace",[14,964,965],{},"AI concierge",[11,967,968],{},"Things are split more finely than you might expect, on purpose:",[158,970,971,980,989,998,1004],{},[161,972,973,976,977,979],{},[14,974,975],{},"Cash drawer"," is separate from ",[14,978,941],{}," — a cashier can ring up without holding the power to open, count and reconcile the till.",[161,981,982,976,985,988],{},[14,983,984],{},"Scheduling",[14,986,987],{},"Appointments"," — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[161,990,991,147,994,997],{},[14,992,993],{},"Client photos",[14,995,996],{},"clinical charts"," are separate from the client record — health imagery grants and revokes on its own.",[161,999,1000,1003],{},[14,1001,1002],{},"Compensation"," is its own area — someone can see their own earnings without seeing a colleague's.",[161,1005,1006,917,1009,917,1012,147,1015,1018],{},[14,1007,1008],{},"Purchasing",[14,1010,1011],{},"stock",[14,1013,1014],{},"transfers",[14,1016,1017],{},"products"," each grant independently, so a buyer can raise purchase orders without touching stock counts.",[153,1020,1022],{"id":1021},"_2-which-rows-you-can-do-it-to","2. Which rows you can do it to",[11,1024,1025,1026,1029],{},"The ",[14,1027,1028],{},"data scope"," decides which records an action reaches:",[68,1031,1032,1042],{},[71,1033,1034],{},[74,1035,1036,1039],{},[77,1037,1038],{},"Scope",[77,1040,1041],{},"Meaning",[84,1043,1044,1054,1064,1074,1084],{},[74,1045,1046,1051],{},[89,1047,1048],{},[14,1049,1050],{},"All",[89,1052,1053],{},"Everything in the business",[74,1055,1056,1061],{},[89,1057,1058],{},[14,1059,1060],{},"Own",[89,1062,1063],{},"Only records belonging to this person",[74,1065,1066,1071],{},[89,1067,1068],{},[14,1069,1070],{},"Assigned",[89,1072,1073],{},"Only records they're assigned to",[74,1075,1076,1081],{},[89,1077,1078],{},[14,1079,1080],{},"Location",[89,1082,1083],{},"Only records at their location",[74,1085,1086,1091],{},[89,1087,1088],{},[14,1089,1090],{},"None",[89,1092,1093],{},"Nothing",[11,1095,1096],{},"Staff-tier defaults reflect how a provider actually works: their own calendar, their assigned clients, their own timesheets, their own sales, their own reports and earnings.",[51,1098,1099],{},[11,1100,1101],{},"Granting an action without widening its scope is the most common configuration mistake. Someone with \"view all appointments\" but a scope of \"own\" will still only see their own calendar, and it will look like a bug.",[28,1103,1105],{"id":1104},"fine-grained-client-access","Fine-grained client access",[11,1107,1108],{},"The client record is the most sensitive surface in the app, so it's split further:",[158,1110,1111,1117,1123,1129,1135],{},[161,1112,1113,1116],{},[14,1114,1115],{},"Can view client profile"," — the base",[161,1118,1119,1122],{},[14,1120,1121],{},"Can view contact details"," — email and phone",[161,1124,1125,1128],{},[14,1126,1127],{},"Can view personal info"," — date of birth and home address",[161,1130,1131,1134],{},[14,1132,1133],{},"Can view spending and wallet"," — lifetime value, balances, loyalty",[161,1136,1137],{},[14,1138,1139],{},"Can add and remove tags",[11,1141,1142,1143,1146],{},"Denied fields are masked in the interface ",[14,1144,1145],{},"and"," stripped from API responses — this is enforced at the server, not hidden with CSS.",[28,1148,1150],{"id":1149},"building-a-custom-role","Building a custom role",[1152,1153,1154,1158,1161,1165,1168,1172,1175,1179,1185,1189],"steps",{},[153,1155,1157],{"id":1156},"start-from-the-closest-system-role","Start from the closest system role",[11,1159,1160],{},"Duplicate it rather than building from an empty matrix. Empty matrices produce roles that can't do their job.",[153,1162,1164],{"id":1163},"turn-on-the-areas-the-role-needs","Turn on the areas the role needs",[11,1166,1167],{},"Each area has a master toggle. The editor enforces parent-first ordering — a child permission can't take effect while its parent is off.",[153,1169,1171],{"id":1170},"set-the-scope-for-each-area","Set the scope for each area",[11,1173,1174],{},"Only surfaces with end-to-end enforcement offer a scope picker, so every option you're shown actually does something.",[153,1176,1178],{"id":1177},"preview-it","Preview it",[11,1180,646,1181,1184],{},[14,1182,1183],{},"View as"," to see the app exactly as that role sees it. This is the step people skip and then regret.",[153,1186,1188],{"id":1187},"assign-it","Assign it",[11,1190,1191,1192,303],{},"Set the role on each team member under ",[14,1193,956],{},[28,1195,1197],{"id":1196},"what-the-sidebar-tells-you","What the sidebar tells you",[11,1199,1200,1201,1204],{},"Every nav item is capability-gated, so people only see what they can open. An ",[14,1202,1203],{},"eye icon"," beside a link means view-only access — you can read the page but not change anything. It saves a click into a page where every button is disabled.",[51,1206,1207],{},[11,1208,1209],{},"Hiding a link is presentation. The real gate is on the server: every endpoint re-checks the capability and the scope. Restoring a hidden link in the browser gets you an error, not access.",[28,1211,1213],{"id":1212},"multi-factor-authentication","Multi-factor authentication",[11,1215,1216],{},"Owners can require multi-factor authentication for the business. Once enforced, everyone is prompted to enrol at sign-in.",[28,1218,1220],{"id":1219},"suspending-and-offboarding","Suspending and offboarding",[158,1222,1223,1229],{},[161,1224,1225,1228],{},[14,1226,1227],{},"Suspend"," locks someone out immediately while keeping their record and history intact",[161,1230,1231,1233],{},[14,1232,725],{}," runs a reassignment wizard so their upcoming appointments and open work move to someone else before the record is closed",[11,1235,1236],{},"Neither deletes their history. Past sales, appointments and timesheets stay attached to them for reporting and payroll.",[28,1238,1240],{"id":1239},"auditing","Auditing",[11,1242,1243,1246],{},[14,1244,1245],{},"Settings → Compliance → Audit log"," records who did what and when — role changes, permission changes, refunds, voids, merges, deletions. Audit access is its own capability, so a compliance reviewer can read it without being an admin.",{"title":305,"searchDepth":306,"depth":306,"links":1248},[1249,1250,1254,1255,1262,1263,1264,1265],{"id":837,"depth":306,"text":838},{"id":902,"depth":306,"text":903,"children":1251},[1252,1253],{"id":909,"depth":312,"text":910},{"id":1021,"depth":312,"text":1022},{"id":1104,"depth":306,"text":1105},{"id":1149,"depth":306,"text":1150,"children":1256},[1257,1258,1259,1260,1261],{"id":1156,"depth":312,"text":1157},{"id":1163,"depth":312,"text":1164},{"id":1170,"depth":312,"text":1171},{"id":1177,"depth":312,"text":1178},{"id":1187,"depth":312,"text":1188},{"id":1196,"depth":306,"text":1197},{"id":1212,"depth":306,"text":1213},{"id":1219,"depth":306,"text":1220},{"id":1239,"depth":306,"text":1240},"The four starting roles, the two axes that control access, and how to build a custom role without locking yourself out.",[],{},[1270,1271],"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":824,"description":1266},"help\u002Fsettings\u002Froles-and-permissions","2026-09-01","TENSZfd1Unekw8skVK5ZgEABdPfFFfQpo8przNdYK7o",1790210903888]