Roles and permissions
BalieSettings
Everyone in an organisation has one role. The owner gives the role when adding the person under Settings, People. A person can have another role in another organisation.
| Owner | Editor | Bookkeeper | Staff | |
|---|---|---|---|---|
| See the Overview, contacts, invoices, bookings, site and forms | yes | yes | yes | yes |
| Add and change contacts | yes | yes | yes | yes |
| Write, issue and send invoices, quotes and credit notes; record payments | yes | yes | ||
| Change invoicing settings and tax rates | yes | yes | ||
| Connect payment providers (online payments) | yes | |||
| Work in the booking calendar (add, move, approve, cancel) | yes | yes | yes | |
| Change booking services, resources and opening hours | yes | yes | ||
| Build and publish the website, change site settings and domains | yes | yes | ||
| Build forms and handle submissions | yes | yes | ||
| Read the form inbox | yes | yes | yes | yes |
| Change the organisation’s details | yes | |||
| Add and remove people | yes | |||
| Create and revoke API keys | yes | |||
| Change the subscription | yes |
A button you may not use is not shown. If you try anyway, Balie says, for example, You may not change contacts. or Only owners can change the settings.
An organisation always has at least one owner.