Permissions reference

A complete guide to staff permissions and what each permission level controls.

Sailia uses a permission-based system to control what each staff member can see and do. Permissions are assigned per user in the staff management settings.

Available permissions

Permission	What it controls
What’s On	View the schedule and booking details for assigned activities
Financial Dashboard	Access payouts, revenue reports, transaction exports, and manage discount codes, instalment plans, and receipts
POS	Access the point of sale to process sales, manage till shifts, and handle walk-in bookings
Communications	Access automated workflows, audience management, and send marketing communications
Manage Staff	Add and edit staff profiles, set pay rates, and assign permissions to other team members
Manage POS	Create and configure POS terminals, duplicate grid layouts between terminals
Operator Booking	Process bookings and payments on behalf of customers, including MOTO payments
View Other Users	View customer profiles, booking history, and the Notes tab on customer accounts

Permission details

What’s On

Staff with this permission can see the daily and weekly schedule for activities they are assigned to. They can view booking details, attendee lists, and session information but cannot make financial changes.

Best for: Instructors, guides, and session leaders who need to see who is coming to their sessions.

Financial Dashboard

This permission gives access to the financial side of Sailia — payouts, revenue reports, and transaction exports. It also grants the ability to create and manage discount codes.

Best for: Business owners, accountants, and finance managers.

The Financial Dashboard permission grants access to sensitive financial data including revenue, payouts, and individual transaction details. Only assign this to trusted team members.

POS

Staff with POS access can process in-person sales, apply discount codes, redeem gift cards, and manage till shifts. They can take card and cash payments but cannot create new POS terminals (that requires Manage POS).

Best for: Front desk staff, receptionists, and anyone handling walk-in sales.

Communications

This permission covers marketing and customer communication tools — automated workflows, audience management, and the newsletter forms. Staff can create and edit workflows, view the subscriber list, and send campaigns.

Best for: Marketing managers and customer service leads.

Manage Staff

Allows adding new staff members, editing profiles, setting pay rates, and assigning permissions. This is an administrative permission that should be restricted to managers.

Best for: Business owners and HR managers.

Operator Booking

Enables staff to process bookings on behalf of customers, including taking card details over the phone with MOTO payments. MOTO transactions skip 3D Secure authentication since the customer is not present.

Best for: Phone booking operators and customer service staff.

View Other Users

Grants access to customer profiles beyond what is visible in the schedule. Staff can see booking history, membership status, waiver completion, and internal notes on the customer’s Notes tab.

Best for: Customer support staff and managers who need full visibility into customer records.

Assigning permissions

1. Open staff management

   Navigate to Settings > Staff and select the staff member.

2. Edit permissions

   Toggle each permission on or off based on the staff member’s role.

3. Save

   Save the changes. The updated permissions take effect immediately.

Admin users (the account owner) have all permissions by default and cannot have individual permissions removed.

Common permission combinations

Role	Recommended permissions
Business owner	All permissions
Manager	What’s On, Financial Dashboard, POS, Communications, Manage Staff, View Other Users
Instructor / guide	What’s On
Front desk staff	What’s On, POS, Operator Booking, View Other Users
Accountant	Financial Dashboard
Marketing lead	Communications, View Other Users

Related guides

Staff management

Add staff members and assign them to activities.

Point of sale

Staff POS access and terminal management.