What staff can see

Choosing what they can open

1. Open Team and press the pencil next to a staff member. You can also do this as you add them.
2. Under What they can open, tick the parts they use.
3. Press Save. Their menu now only shows what you ticked, and every other page is closed to them.

These are the parts you can tick. Anything switched off in Settings, under Features, is left out of the list.

• My day, Enquiries, Pipeline, Bookings, Calendar and Tasks.
• Messages, Guest lists, Table plans, Guest uploads, Menu and Accommodation.
• Contracts, Payments, Payment plans and Reports. These need money switched on.
• All records, Duplicates and the Activity log.

Everyone can always use the dashboard, search and the user guide. Staff never see Settings, Team, Backups, Export and import, Reset data or the setup pages, such as Forms, Templates, Venues and Custom fields.

Prices and money

Switch on Can see prices and money to let a staff member see values and payments. With it off, they see no prices, values, payments or totals anywhere, even inside a record.

View As: see exactly what they see

1. Open Team and press View As on a staff member's row.
2. A new tab opens showing the CRM exactly as they see it: their menu, their pages and, if money is off for them, no prices. A bar along the top reminds you who you are viewing as.
3. Look around as much as you like. Nothing can be changed while you are viewing as someone, so you can't save or delete anything by mistake.
4. Press Close on the bar, or close the tab, when you are done.