In this article
Objective
Understand the differences in permissions between the various users/roles within Coconut.
Roles
There are six available roles within Coconut: Admin, Manager, Staff Advanced, Staff Plus, Staff, and Contact Centre. These roles have varying permissions within the system, which grant or restrict access to functionality and/or areas within Coconut. The following tables summarize permissions within product areas by role.
NOTE: The numeric level for each role - noted in parentheses following each role name - represents the code for that role that is used by the platform when mass importing a .csv file of users into the system.
Permissions Overview
Contact Centre (5)
A user assigned the Contact Centre role can:
- Access the Call Centre booking tool, which allows the user to schedule, manage, and edit appointments on behalf of clients
- Access the Clients and Help sections of Coconut
Staff (10)
A user assigned the Staff role can:
- View, manage, and edit their appointments from Schedule
- Add an appointment for themselves or other Staff users from Schedule
- Review client details for clients they have had an appointment with
- Add working hours and/or adjustments for themselves
- Access their analytic data in the Insights and Reports sections of Coconut
Staff Plus (13)
A user assigned the Staff Plus role can:
- View theirs and others’ appointments from Schedule for all assigned locations
- Add an appointment for themselves or another staff member (of equal or lower permissions) from Schedule
- Review client details for all clients at all locations to which they’re assigned
- Add working hours and/or adjustments for themselves
- Access their analytic data in the Insights and Reports sections of Coconut
Staff Advanced (15)
A user assigned the Staff Advanced role can:
- View, manage, and edit theirs and others’ appointments from Schedule for all assigned locations
- Add an appointment for themselves or another staff member (of Manager or lower permissions) from Schedule
- Add an appointment for an Admin user by going to the admin's schedule and clicking on the desired time slot
- Review client details for all clients at all locations to which they’re assigned
- Add working hours and/or adjustments for themselves
- Access their analytic data in the Insights and Reports sections of Coconut
Manager (20)
A user assigned the Manager role can:
- View, manage, and edit theirs and others’ appointments from Schedule for all assigned locations
- Access the Staff section of Coconut and view all staff assigned to locations the manager is assigned to and, if configured by admins, all staff without a location assignment
- Create new users (with the exception of Admin users)
- Review client details for all clients at all locations to which they’re assigned
- Access analytic data for all assigned locations (and staff assigned to those locations) from the Insights and Reports sections of Coconut (and Advanced Analytics, if enabled)
Admin (30)
A user assigned the Admin role can:
- View, manage, and edit theirs and others’ appointments from Schedule for all locations
- Access the Staff section of Coconut and view and edit all Staff
- Create, archive, and unarchive users of any type
- Review client details for all clients
- Access analytic data for all locations and staff from the Insights and Reports sections of Coconut (and Advanced Analytics, if enabled)
- Access all areas of the platform and edit elements within all areas
- Access and modify settings