User access and permissions

User access and permissions

Six access levels control what each person can see and do in your Nabooki account. Choose the level when you add a user under Settings > Users.

How the levels fit together

Four levels build on each other for everyday work. Finance sits alongside them as a specialist level, and Manager covers everything.

Everyday, step 1
Read-only
Everyday, step 2
Staff
Everyday, step 3
Super-Staff
Everyday, step 4
Operations
Specialist
Finance
Money and reporting
Manager
Everything in Operations and Finance, plus account administration

Finance is not a step above Operations. It is a narrower level focused on money, with no booking or service configuration access.

What each level is for

Read-only
Front-line staff who need to see what is on and check guests in, without changing anything.
  • Diary, agenda and scheduler
  • Scheduled bookings and manifests
  • Check guests in with the ticket scanner
  • Upcoming booking notifications
Staff
Staff who run their own bookings. This is the only level limited to one staff member's diary.
  • Create, edit, reschedule and cancel bookings
  • Block out busy time and mark no-shows
  • Take payment and print invoices
  • Add customers, detailed notes and attachments
Super-Staff
Counter and visitor-facing staff working across the whole team rather than one diary.
  • Every booking action, for all staff
  • Full bookings list, current and past
  • Customer records and orders
  • Email invoices
  • Other staff members' profiles, hours and blockouts
Operations
Supervisors who configure what is sold and when it runs.
  • Session capacities and new sessions
  • Services, products and pricing categories
  • Staff, resources, locations and notifications
  • Dashboard and operational reports
  • Refunds and invoice edits
Finance
The person who looks after the money. No booking creation or service configuration.
  • Full reporting and dashboard
  • Invoices, orders and payments
  • Refunds and bulk mark as paid
  • Taxes, invoicing and account codes
  • Agent commission
  • Payment gateway settings, view only
Manager
Full system access. Reserved for owners and senior management.
  • Everything in Operations and Finance
  • Add, edit and remove users
  • Subscription and billing
  • Promo codes and gift vouchers
  • Merge and delete customers
  • Business locations

Full comparison

A tick means the level can use that part of Nabooki. On a narrow screen, scroll sideways to see every level.

CapabilityRead-onlyStaffSuper-StaffOperationsFinanceManager
Calendar and bookings
Diary and calendar✓✓✓✓✓✓
Agenda✓–✓✓✓✓
Scheduler and timetable✓–✓✓✓✓
Check guests in (ticket scanner)✓✓✓✓–✓
Create bookings–✓✓✓–✓
Edit bookings–✓✓✓–✓
Cancel bookings and mark no-show–✓✓✓–✓
Drag to reschedule–✓–✓–✓
Block out busy time–✓–✓–✓
Apply promo codes to bookings–✓✓✓–✓
Bookings list, current and past––✓✓✓✓
Search past bookings–––✓✓✓
Session capacities and new sessions–––✓–✓
Customers
Customer list––✓✓✓✓
Add and edit customers–✓✓✓✓✓
Detailed customer notes–✓––✓✓
Attachments–✓–✓✓✓
Invoices and payments
View and print invoices–✓✓✓✓✓
Email invoices––✓✓✓✓
Edit invoices–––✓✓✓
Orders––✓✓✓✓
Payments page–––✓✓✓
Process refunds–––✓✓✓
Reporting
Dashboard–––✓✓✓
Reports–––✓✓✓
Settings
Services and products–––✓–✓
Staff and resources–––✓–✓
Other staff profiles and hours––✓✓–✓
Locations––✓✓–✓
Notifications–––✓–✓
Taxes and invoicing–––✓✓✓
Account codes–––✓✓✓
Agents and commission–––✓✓✓
Payment gateway, view––––✓✓
Payment gateway, edit–––––✓
Promo codes, view––✓✓–✓
Promo codes, create and delete–––––✓
Account administration
User management–––––✓
Subscription and billing–––––✓

Good to know

Only a Manager can manage users
Adding, editing and removing users is restricted to the Manager level. Every other level can see the account but not change who has access.
Staff see only their own diary
Staff is the only level tied to a single staff member. Every other level sees bookings across the whole team.
Everyone can change their own password
All six levels can update their own password and view their own account details.
One level per user
A user has a single access level at a time. Changing it replaces the previous level rather than adding to it.

Permissions can be tailored per account by the Nabooki support team. If a level is close but not quite right for someone, contact support.

Need a printable copy? This guide is also available as a PDF. You can download it from the attachments below to print or share with your team.