Expanded Permissions for Scheduling Modules
SMBcrm has expanded Roles & Permissions to provide a more consistent permission model across Meetings, Services, and Rentals. Administrators can now control what each team member can view and manage across scheduling modules with more precision.
What’s Changed
- The existing Meetings permission model now extends to Services and Rentals.
- Appointment and booking permissions now apply across Meetings, Services, and Rentals.
- Group and category permissions now cover meeting groups, service categories, and rental categories.
- Setup permissions now cover calendars, services, and rental listings.
- A Manage associated resources permission controls access to locations, staff, resources, add-ons, and related components.
- A Manage preferences & global settings permission controls access to module-level settings and preferences.
Permission Options
Each scheduling module now follows the same permission structure:
- View Calendars: access Meetings, Services, or Rentals.
- Manage setup: manage calendars, services, or rental listings.
- Manage appointments: manage appointments and bookings across scheduling modules.
- Manage groups/categories: manage meeting groups, service categories, and rental categories.
- Manage associated resources: manage locations, staff, resources, add-ons, and related components.
- Manage preferences & global settings: manage module-level global settings and preferences.
Where to Configure Permissions
Administrators can update role permissions from either admin area:
- Platform administration: Settings > Team > Select Team Member > Roles & Permissions > Calendars
- Account administration: Settings > My Staff > Select Team Member > Roles & Permissions > Calendars
Choose the required View and Manage permissions, then save your changes.
Why It Matters
This update gives administrators a clearer, more consistent way to assign role-specific scheduling responsibilities. Teams can grant the access each person needs without opening up unnecessary controls across Meetings, Services, and Rentals.
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