Roles & permissions
What Staff, Admin, and Owner can do at a location — and how business roles cascade to every location.
Location roles
| Ability | Staff | Admin | Owner |
|---|---|---|---|
| Work the queue: Live / Dashboard, add visitors, move tickets, notes, rooms (extend, end, no-show) | ✓ | ✓ | ✓ |
| Search visits and customers (History, or Tickets + Customers); add customer notes | ✓ | ✓ | ✓ |
| See a customer's home address; edit or delete customer records | ✓ | ✓ | |
| Export CSV (visits, customers, report tabs) | ✓ | ✓ | |
| Set up: settings, services & stages, rooms, booths/windows, QR codes, screens & signs | ✓ | ✓ | |
| Invite and manage the team (Staff and Admin) | ✓ | ✓ | |
| Reports and Activity | ✓ | ✓ | |
| Make or manage Owners; delete the location | ✓ |
Staff don't see Reports, Activity, Set up or Settings in their menu. Plans and billing are handled at the business level (see below), not by location roles.
Business roles
A business role automatically grants a role at every location in that business:
- Business viewer — business-level reports only (Overview and Resources in the business console, plus Reports once there are 2+ locations); no access to any location's queue.
- Business admin — acts as Admin at every location, plus creates/adopts locations, manages the business team and business settings, sees the business-wide Customers directory (2+ locations), and can view the Plan page.
- Business owner — acts as Owner everywhere, plus changes the plan and billing, removes (releases) locations, and deletes the business.
Roles are additive: if someone has both a direct location role and a business role, the higher one wins at that location. Roles in one business grant nothing in any other business.
Switching between locations
If you can reach two or more locations — directly or through a business admin/owner role — you can switch without going back to your home page: use the location menu in the top bar (Queue-screen locations: the 📍 location name with ▾) or the location card at the top of the sidebar (classic menus). Switching keeps you on the same page (Reports → Reports, Settings → Settings) when that page exists at the other location and your role allows it; otherwise you land on its main screen.