List of User Roles & Permissions
To keep Poppy and your store running smoothly we are standardizing user roles & permissions for the time being. We will revisit custom roles and permissions in the near future.
| Admin | Staff | Other | |
| Showroom | |||
| Catalog View | |||
| Inventory List View | |||
| Customers | |||
| Active/Inactive | |||
| Edit Customer | view only | ||
| Add Note | |||
| Edit Note | |||
| Customer pickup | view only | ||
| Add card on file | |||
| Curated styles | view only | ||
| Calendar | view only | ||
| Add appointment | |||
| Edit appointment | |||
| Delete appointment | |||
| View Waitlist | |||
| Delete from waitlist | |||
| Schedule pending appt | |||
| Delete pending | |||
| Point of Sale | view only | ||
| Create New Sale | |||
| View Sale | |||
| Edit Sale | |||
| Create Purchase order | |||
| Void Transaction | |||
| Refund Transaction | |||
| Return Transcation | |||
| Create Payment Plan | |||
| Cancel payment plan | |||
| Reports | |||
| Purchase Orders | view only | ||
| Including Receiving | |||
| Store Management | |||
| Store Profile | |||
| Users | view only | ||
| Deactivate User | |||
| Hide User | |||
| Assign Role to User | |||
| Add sales goals | |||
| View sales goals | |||
| Add user schedule | |||
| View user schedule | |||
| Add time off | |||
| Add new time punch | |||
| Edit time punch | |||
| Delete time punch | |||
| Calendar Settings & Fitting Room Setup | |||
| Inventory Management | view only | ||
| Barcode Label Setup | view only | ||
| Online Booking Setup | |||
| Point of Sale Settings | |||
| Messaging Settings | |||
| Messaging | view only | ||
| Text Hub | |||
| Email Message Settings | |||
| Brand Elements | |||
| Tags | |||
| My Templates | view only | ||
| Log | view only | ||
| Automated Flows | view only | ||
| Text Message Settings | |||
| My Texts | view only | ||
| Log | view only |