Roles & Permissions

Access in REV23 adds up from three sources:

Roles — for non-service staff. A user can hold more than one.
Skills — service providers get a working set of permissions automatically with their skills. These aren’t editable; add or remove a skill to change them.
Individual permissions — anything beyond role and skills, toggled per user for the edge cases.

The subscription owner holds every permission and can’t be modified. A handful of actions are owner-only and never appear as permissions at all.

Permission groups tied to an optional feature appear only while it’s on for your Cloud: the Sales groups, the Booking groups, Payroll and Personal Payment Account, and the Sales Tax and Close of Day reports. Compensation and Earnings always appear — seeing pay isn’t tied to running payroll.

How permission names read

Docs and the app name each permission by its group and action — Customers → Export, Checkouts → Refund. The actions follow a few rules:

View and Edit cover the user’s own records — services they’re assigned to, their bookings, their rates. View (Everyone) and Edit (Everyone) cover the whole studio’s.
Edit includes View. Edit (Everyone) includes all four.
Manage is a standalone on/off for a settings or admin area.
Named actions — Refund, Export, Delete, Apply Custom Discount, and the rest — stand alone. Edit does not include them; each one is granted on purpose.

Built-in roles

Role	Typical user	In short
Manager	Owner’s right hand, studio lead	Full operational access: customers, services, sales, booking, care, catalogs, templates, users, studio settings, and the whole-team Earnings report. Not included: payroll, pay rates — even their own, unless skills grant it — webhooks, form deletion, and the Revenue and Balances reports.
Front Desk	Counter staff, receptionists	Customers, services (including assigning providers), ideas, booking, the register — ring sales, take payments, issue credit — and the Close of Day report. No refunds, no custom discounts, no medical details.
Payroll	Bookkeeper, payroll admin	Run payroll, see everyone’s earnings and pay rates, override commission, and read the sales data behind the numbers.
Booking	Remote booker, scheduling assistant	The calendar and every booking on it, plus the customers, ideas, and services scheduling touches.

Service providers typically need no role — skills grant their working set. Combine when someone wears two hats: an artist who covers the counter gets Front Desk on top of their skills.

Permission reference

Grouped the way the app groups them. Skills in the third column means any skill grants it; specific skills are named where it’s narrower. The owner always has everything, and any permission here can also be granted to a single user directly.

Customers

Permission	Allows	Included in
Customers → View	See customer profiles and history.	Manager, Front Desk, Payroll, Booking, skills
Customers → Edit	Create and edit customers, apply flags.	Manager, Front Desk, Booking, skills
Customers → Delete	Delete a customer.	Manager
Customers → Export	Export the customer list to CSV.	Manager
Customers → Medical Info	See the details of a customer’s medical conditions — without it, a count but no specifics.	Manager, skills
Customers → Analytics	The customer half of Analytics.	Manager
Ideas → View / Edit	Work idea submissions — View (Everyone) covers ideas sent to other artists.	Manager, Front Desk, Booking, skills (own)
Customer Settings → Manage	Edit the sources and flags lists.	Manager
Medical Conditions → Manage	Edit the medical conditions list customers pick from.	Manager

Services

Permission	Allows	Included in
Services → View / Edit	See and work services — own for providers, (Everyone) for staff who handle the whole floor.	Manager, Front Desk (view all), Payroll (view all), Booking (view all), skills (own)
Services → Create	Start a new service.	Manager, Front Desk, skills
Services → Assign Provider	Put a service on someone’s chair.	Manager, Front Desk, skills
Services → Cancel	Cancel a service.	Manager
Services → Delete	Delete a service.	Manager
Services → Analytics	The service half of Analytics.	Manager, Front Desk
Service Settings → Manage	Edit service types and categories.	Manager
Pricing Settings → Manage	Service pricing on service types, and jewelry tiers together with Jewelry → Manage.	Manager

Sales

Permission	Allows	Included in
Checkouts → View	See sales.	Manager, Front Desk, Payroll
Checkouts → Edit	Build and edit a sale — items, preset discounts.	Manager, Front Desk
Checkouts → Process Payment	Take payments, complete and void sales, work gift cards at the register.	Manager, Front Desk
Checkouts → Refund	Refund a completed sale.	Manager
Checkouts → Apply Custom Discount	An ad-hoc discount outside the preset list.	Manager
Credits → Create	Issue store credit.	Manager, Front Desk
Credits → View (Everyone)	See customers’ credit balances and ledgers.	Manager, Front Desk
Credits → Edit (Everyone)	Void, forfeit, and reverse credits.	Manager
Gift Cards → Manage	Browse and manage the gift card book.	Manager
Products → Manage	Edit the retail product catalog.	Manager
Sales Settings → Manage	Tax rates, discounts, checkout rules, payment methods.	Manager

Booking

Permission	Allows	Included in
Bookings → View / Edit	See and work the calendar — own column, or (Everyone) for the whole book.	Manager, Front Desk, Booking (all four); skills (own)
Booking Settings → Manage	Schedules, booking rules, booking notifications.	Manager

Care

Permission	Allows	Included in
Care Journeys → View / Edit	Follow and work care journeys — (Everyone) for other providers’ customers.	Manager, Front Desk (view all), skills (own)
Care Settings → Manage	Edit care plans and mappings.	Manager, skills
Templates → Manage	Edit release form templates and their mappings.	Manager

Catalog

Permission	Allows	Included in
Ink & Pigments → Manage	The ink and pigment catalogs, including My Ink.	Manager; Tattoo, PMU, and Microblading skills
Jewelry → Manage	The jewelry catalog, including unit costs.	Manager; Piercing skill
Needles → Manage	The needle and blade catalogs.	Manager; Tattoo, PMU, Microblading, and Piercing skills

Earnings and Payroll

Permission	Allows	Included in
Compensation → View	See pay rates — own, or (Everyone) for the whole team’s.	Payroll (everyone); skills (own)
Compensation → Override	Override commission on a single sale or session, pay a forfeit in full, and change a deposit’s assigned artist.	Payroll
Earnings → View	See earnings and pay stubs — own, or (Everyone) for the whole team’s.	Payroll (everyone); skills (own)
Payroll → Manage	Run payroll: payouts, deductions, adjustments, closing pay periods. Includes earnings viewing.	Payroll
Personal Payment Account → Manage	Connect their own payment account for online deposits. Granted per user — roles can’t carry it.	no role

Reports

Permission	Allows	Included in
Earnings Report → View	The Earnings report.	Manager, Payroll
Sales Tax Report → View	The Sales Tax report.	Manager
Close of Day → View	The Close of Day report.	Manager, Front Desk, Payroll
Balances → View	The Balances report — outstanding stored value.	no role
Revenue Report → View	The Revenue report.	no role — the owner grants it deliberately

Admin

Permission	Allows	Included in
Users → Manage	Create and edit users, skills, and seats.	Manager
Studios → Edit	Edit studio details, public pages, and policies.	Manager
Forms → Delete	Delete signed release forms, including force delete of records that have them.	no role — the owner grants it deliberately
Webhooks → Subscribe	Create webhook subscriptions; Subscribe (All) also receives other users’ scoped events.	no role — the owner grants it deliberately

What skills grant

Any skill grants the working set: customers (view, edit, medical details), services (own — create, view, edit, assign), ideas, care journeys and care plans, own bookings, own pay rates and earnings.

On top of that, Tattoo, Permanent Makeup, and Microblading skills grant ink and needle management; Piercing grants jewelry and needle management. Removal and Adornment add nothing beyond the working set.

Analytics is deliberately not in the working set — the Analytics page shows whole-studio numbers, so it’s granted by role or individually.

Owner-only actions

These belong to the subscription owner alone. They never appear as permissions, and no role or grant can hand them to anyone else:

Subscription and billing
API keys
Assigning roles and permissions
Setting other users’ passwords, and deleting users
Deleting a studio, a completed sale, or a credit
Setting pay rates and commission
Studio payment setup — REV23 Payments and terminals