Roles & Permissions

Petboost uses a role-based access system to control what each team member can see and do. This guide explains every role, what it allows, and how to manage access for your team.

Role Overview

Role	Who it's for	Access Level
Owner Admin	Business owner, primary account holder	Full access to everything
Admin	Business managers, co-owners	Full business operations and settings
Service Performer	Groomers, trainers, walkers, daycare staff	Appointments, customers, and their own schedule
Service Supporter	Reception, assistants, trainees	Basic appointment and customer access only

Detailed Permission Breakdown

Pages and Navigation

Page	Owner Admin	Admin	Service Performer	Service Supporter
Mission Control	✅	✅	✅ (filtered to own appointments)	✅
Appointments / Calendar	✅	✅	✅	✅
Courses	✅	✅	✅	✅
Customers & Pets	✅	✅	✅	✅
Reporting & Intelligence	✅	✅	❌	❌
Services	✅	✅	✅	❌
Packages	✅	✅	✅	❌
Team Members	✅	✅	✅	❌
Resources	✅	✅	✅	❌
Schedules & Sessions	✅	✅	✅	❌
Settings	✅	✅	❌	❌
Referral Program	✅	✅	❌	❌
Billing & Subscription	✅	✅	❌	❌

Appointments

Action	Owner Admin	Admin	Service Performer	Service Supporter
View all appointments	✅	✅	✅	✅
Create appointments	✅	✅	✅	✅
Cancel / reschedule	✅	✅	✅	✅
Process payments	✅	✅	✅	✅
Export calendar as CSV / PDF	✅	✅	❌	❌
Toggle drag lock	✅	✅	✅	❌ (always on)

Courses

Action	Owner Admin	Admin	Service Performer	Service Supporter
View courses	✅	✅	✅	✅
Create / cancel courses	✅	✅	✅	❌
Enrol pets in courses	✅	✅	✅	✅
Move attendees	✅	✅	✅	✅
Manage course templates	✅	✅	✅	❌

Customers & Pets

Action	Owner Admin	Admin	Service Performer	Service Supporter
View profiles	✅	✅	✅	✅
Create / edit customers	✅	✅	✅	✅
Export customers as CSV	✅	✅	❌	❌
Smart Export (segmentation)	✅	✅	❌	❌
Send bulk email	✅	✅	❌	❌
Bulk update settings	✅	✅	❌	❌
Import customers	✅	✅	❌	❌

Reporting & Intelligence

Action	Owner Admin	Admin	Service Performer	Service Supporter
View analytics	✅	✅	❌	❌
Export reports	✅	✅	❌	❌
Financial insights	✅	✅	❌	❌

Mission Control

Feature	Owner Admin	Admin	Service Performer	Service Supporter
Revenue cards	✅	✅	❌ (hidden)	✅
Payment collection card	✅	✅	❌ (hidden)	❌
Payment method card	✅	✅	❌ (hidden)	❌
Appointment filtering	All	All	Own appointments only	All

Settings & Configuration

Action	Owner Admin	Admin	Service Performer	Service Supporter
Business profile	✅	✅	❌	❌
Branding	✅	✅	❌	❌
Booking settings	✅	✅	❌	❌
Payment settings	✅	✅	❌	❌
Notifications	✅	✅	❌	❌

Changing a Team Member's Role

Go to Settings then Roles & Permissions
Find the team member
Click Manage on their card to navigate to their profile
Change the Role dropdown under Personal Details
Save changes

Role changes take effect immediately. The team member may need to refresh their browser.

What Happens When Access is Denied

If a team member tries to access a page they don't have permission for (for example, by typing the URL directly), they will be:

Redirected back to the Appointments page
Shown a brief Access restricted toast saying their role does not have access to that page

The toast closes after a few seconds. The page shows nothing before the redirect.

Frequently Asked Questions

Can a Service Performer export customer data?
No. Only Owner Admins and Admins can export customer data, use bulk email, or access the Smart Export feature.

Can a Service Supporter see the Services page?
No. Service Supporters cannot access Services, Packages, Team Members, Resources, Schedules, Settings, Billing, or the Referral Program.

Can a Service Performer see financial data?
On Mission Control, revenue and payment cards are hidden. On the Appointments page, invoice details are visible. On Reporting & Intelligence and Billing, the entire pages are restricted.

Can a Service Performer access Billing & Subscription?
No. Only Owner Admins and Admins can access the Billing & Subscription page. Both Service Performers and Service Supporters are blocked.

Why can't my team member see the navigation link?
Navigation links are hidden for pages the user doesn't have access to. This is by design.