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 change a team member's role.

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, attributes and friends & foes. Other setup is view only
Service Supporter	Reception, assistants, trainees	Appointments, customers, attributes and friends & foes

See each role and who holds it

Check what a role allows before you give it to someone.

Open Roles & Permissions.
Find the role's card. The ticked lines are what the role allows, the crossed lines are what it cannot do, and the team members who hold it are listed below them.
Optional: select View Full Permissions Map to compare every page and action across the four roles.

The bar above the cards counts the active team members in each role. A card also shows how many archived team members held the role.

Change a team member's role

Change the role when someone's job changes, for example when a trainee starts taking their own bookings.

Open Roles & Permissions and select Manage beside the team member's name. Their profile opens.
Open Personal Details.
Choose the new Role.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

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

Detailed permission breakdown

In these tables, View only means the team member can open the page but not change anything. A view-only page says You're viewing this page in read-only mode. Speak with your business admin to make changes.

Pages and navigation

Action	Owner Admin	Admin	Service Performer	Service Supporter
Mission Control	Yes	Yes	Yes (financial data hidden)	Yes (financial data hidden)
Appointments / Calendar	Yes	Yes	Yes	Yes
Courses	Yes	Yes	Yes	Yes
Customers & Pets	Yes	Yes	Yes	Yes
Messages	Yes	Yes	Yes	Yes
Reporting & Intelligence	Yes	Yes	No	No
Services	Yes	Yes	View only	No
Packages	Yes	Yes	View only	No
Products	Yes	Yes	View only	No
Team Members	Yes	Yes	View only	No
Resources	Yes	Yes	View only	No
Schedules & Sessions	Yes	Yes	View only	No
Attributes & Rules	Yes	Yes	Yes	Yes
Booking properties	Yes	Yes	View only	View only
Settings	Yes	Yes	No	No
Billing & Subscription	Yes	Yes	No	No
Referral Program	Yes	Yes	No	No

Appointments

Action	Owner Admin	Admin	Service Performer	Service Supporter
View all appointments	Yes	Yes	Yes	Yes
Create appointments	Yes	Yes	Yes	Yes
Cancel and reschedule	Yes	Yes	Yes	Yes
Process payments	Yes	Yes	Yes	Yes
Export calendar (CSV / PDF)	Yes	Yes	No	No
Toggle drag lock	Yes	Yes	Yes	No (drag lock always on)

Courses

Action	Owner Admin	Admin	Service Performer	Service Supporter
View courses	Yes	Yes	Yes	Yes
Create or cancel courses	Yes	Yes	Yes	No
Enrol pets	Yes	Yes	Yes	Yes
Move attendees	Yes	Yes	Yes	Yes
Manage course templates	Yes	Yes	View only	No

Customers & Pets

Action	Owner Admin	Admin	Service Performer	Service Supporter
View profiles	Yes	Yes	Yes	Yes
Create and edit customers	Yes	Yes	Yes	Yes
Export customers as CSV	Yes	Yes	No	No
Smart Export (segmentation)	Yes	Yes	No	No
Send bulk email	Yes	Yes	No	No
Bulk update settings	Yes	Yes	No	No
Import customers	Yes	Yes	No	No

Reporting & Intelligence

Action	Owner Admin	Admin	Service Performer	Service Supporter
View all analytics and insights	Yes	Yes	No	No
Export reports as CSV	Yes	Yes	No	No
Financial insights and forecasts	Yes	Yes	No	No
Marketing ideas and customer segmentation	Yes	Yes	No	No

Mission Control

Action	Owner Admin	Admin	Service Performer	Service Supporter
View daily overview	Yes	Yes	Yes	Yes
Revenue and financial cards	Yes	Yes	No	No
Payment collection card	Yes	Yes	No	No
Payment method card	Yes	Yes	No	No

Settings

Action	Owner Admin	Admin	Service Performer	Service Supporter
Business profile	Yes	Yes	No	No
Branding	Yes	Yes	No	No
Booking settings	Yes	Yes	No	No
Payment settings	Yes	Yes	No	No
Notifications and SMS	Yes	Yes	No	No
Policies and paperwork	Yes	Yes	No	No

The sidebar hides Schedules & Sessions and Fields & Forms from a Service Performer, although each page opens view only from a link. Attributes & Rules is in the sidebar for a Service Performer and a Service Supporter. They can change pet attributes and friends & foes. Booking properties on that page are view only.

Every role sees every appointment on Mission Control, including colleagues' bookings and group sessions, so a team member narrows the view with the normal Mission Control filters.

What happens when access is denied

If a team member tries to open a page their role cannot use, for example by typing the URL, Petboost redirects them to Appointments and shows a brief Access restricted toast saying their role does not have access to that page. The toast closes after a few seconds, and 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 use Smart Export.

Can a Service Supporter see the Services page?

No. Service Supporters cannot open Services, Packages, Products, Team Members, Resources, Schedules & Sessions, Settings, Billing & Subscription or the Referral Program.

Can a Service Supporter open Friends & Foes?

Yes. A Service Performer and a Service Supporter can open Attributes & Rules and change pet attributes and friends & foes. Booking properties on the Custom Properties tab are view only. An Owner Admin or Admin changes those.

Can a Service Performer see financial data?

On Mission Control, the revenue and payment cards are hidden, for Service Supporters too. On the Appointments page, invoice details are visible. Reporting & Intelligence and Billing & Subscription are closed to them entirely.

Can a Service Performer access Billing & Subscription?

No. Only Owner Admins and Admins can open Billing & Subscription. Service Performers and Service Supporters are both blocked.

Why can't my team member see the navigation link?

The sidebar hides links to pages the team member's role cannot use. This is by design.

What does Grazi show a Service Supporter or Service Performer?

The same as their Petboost screens. Grazi checks the role of the person asking and applies the same limits. Business money totals, settings, billing and the pages their role cannot open are not available to them in chat either. Per-booking prices and balances they work with stay visible.