Setting Permissions
While roles provide broad access levels, permissions let you fine-tune exactly what each team member can see and do. This gives you precise control over your organisation's security.
Understanding permissions vs roles
Concept | What it does |
Role | Broad access level (Owner, Admin, Manager, Staff) |
Permission | Specific action or feature access within a role |
Think of roles as the foundation and permissions as the detailed adjustments.
Accessing permission settings
Go to Settings > Roles
Select the role you want to modify
View and edit the permissions for that role
Or to view an individual's effective permissions:
Go to Settings > Team
Click on a team member
Select the Permissions tab
Permission categories
Permissions are organised into categories matching Launchpad's features:
Bookings permissions
Permission | What it allows |
View bookings | See booking details and calendar |
Create bookings | Make new manual bookings |
Edit bookings | Modify existing booking details |
Cancel bookings | Cancel and process refunds |
View all bookings | See bookings for all team members |
Export bookings | Download booking reports |
Customer permissions
Permission | What it allows |
View customers | See customer profiles and history |
Create customers | Add new customer records |
Edit customers | Update customer information |
Delete customers | Remove customer records |
Export customers | Download customer data |
Product permissions
Permission | What it allows |
View products | See product listings and details |
Create products | Add new products |
Edit products | Modify product information |
Delete products | Remove products |
Manage pricing | Set and update rates |
Manage availability | Control product availability |
Financial permissions
Permission | What it allows |
View revenue | See financial summaries |
View detailed financials | Access full financial reports |
Process refunds | Issue refunds to customers |
Manage payments | Handle payment settings |
Export financials | Download financial data |
Team permissions
Permission | What it allows |
View team | See team member list |
Invite members | Send new invitations |
Manage roles | Assign and change roles |
Remove members | Deactivate or delete accounts |
View activity log | See team actions |
Settings permissions
Permission | What it allows |
View settings | See organisation settings |
Edit settings | Modify organisation settings |
Manage integrations | Connect third-party services |
Manage billing | Access subscription and payments |
Modifying role permissions
To change what a role can do:
Go to Settings > Roles
Click on the role you want to modify
Find the permission category
Toggle individual permissions on or off
Click Save Changes
Changes apply immediately to everyone with that role.
Permission inheritance
Standard roles inherit permissions from lower levels:
Staff — base permissions
Manager — Staff permissions plus Manager-specific
Admin — All Manager permissions plus Admin-specific
Owner — All permissions
When you modify a role's permissions, only that specific role is affected.
Creating permission overrides
For individual team members who need different access than their role provides:
Go to Settings > Team
Select the team member
Click the Permissions tab
Toggle Custom Permissions on
Adjust individual permissions as needed
Click Save Changes
Note: Custom permissions override the role's default permissions entirely.
Common permission configurations
Booking-only staff
For team members who only handle bookings:
Enabled:View bookings Create bookings Edit bookings View customersDisabled:Everything else
View-only access
For stakeholders who need visibility without edit rights:
Enabled:View bookings View customers View products View revenueDisabled:All create, edit, delete permissions
Customer service role
For team members handling enquiries:
Enabled:View bookings Edit bookings (notes only) View customers Edit customers View productsDisabled:Financial access Product management Team management
Permission best practices
Principle of least privilege — give only the access needed for the job
Review regularly — check permissions when responsibilities change
Document changes — note why custom permissions were set
Test access — verify team members can do their jobs after changes
Use roles when possible — individual overrides are harder to manage at scale
Checking effective permissions
To see exactly what someone can access:
Go to Settings > Team
Click on the team member
Select Permissions tab
View the Effective Permissions section
This shows their actual access, combining role defaults with any overrides.
Troubleshooting permissions
Team member can't access a feature
Check their role in Settings > Team
Review the role's permissions in Settings > Roles
Check for custom permission overrides on their profile
Verify the feature isn't restricted by your subscription
Permission change not working
Ask them to refresh their browser
Have them sign out and back in
Verify the change was saved (check for the confirmation message)
Accidentally removed too much access
Return to Settings > Roles
Reset the role to defaults, or
Manually re-enable the needed permissions
Precise permissions protect your business while empowering your team to do their best work.