Permissions on ExpertBox workspace
Every member of an ExpertBox workspace has a role with its own level of permissions. There are three roles in ExpertBox: workspace owner, administrator, and expert.
The tables below show a detailed breakdown of what each role allows you to do.
Team |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| View list of team members |
N/A |
✔ |
✔ |
— |
| Edit team members’ profiles |
N/A |
✔ |
✔ |
— |
| Assign team members to a service |
N/A |
✔ |
✔ |
— |
| Change team members’ roles |
N/A |
✔ |
✔ |
— |
| Invite team members to the workspace |
N/A |
✔ |
✔ |
— |
| Deactivate team members |
N/A |
✔ |
✔ |
— |
| Delete team members |
N/A |
✔ |
✔ |
— |
Services |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Create and edit services |
✔ |
✔ |
✔ |
— |
| Create and edit categories |
✔ |
✔ |
✔ |
— |
Availability |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Set regular availability |
✔ |
✔ |
✔ |
✔ |
| Set date-specific availability |
✔ |
✔ |
✔ |
✔ |
| Edit team members’ availability |
N/A |
✔ |
✔ |
— |
Appointments |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| View list of all appointments |
✔ |
✔ |
✔ |
Only own |
| View all meeting pages |
✔ |
✔ |
✔ |
Only own |
| Reschedule and cancel any appointments |
✔ |
✔ |
✔ |
Only own |
Chat |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Send and receive messages |
✔ |
✔ |
✔ |
✔ |
| Share files with clients |
✔ |
✔ |
✔ |
✔ |
| Disable chat for clients |
✔ |
✔ |
✔ |
✔ |
Video meetings |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Hold video meetings with your clients |
✔ |
✔ |
✔ |
✔ |
Clients |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| View list of all clients for the workspace |
✔ |
✔ |
✔ |
Only own clients |
Payments & billing |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| View billing details |
✔ |
✔ |
✔ |
— |
| Add billing method |
✔ |
✔ |
— |
— |
| Connect Stripe |
✔ |
✔ |
— |
— |
| View list of invoices |
✔ |
✔ |
✔ |
Only own |
| Customize receipt templates |
✔ |
✔ |
— |
— |
Account management |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| View and edit company settings |
N/A |
✔ |
✔ |
— |
| Deactivate your account |
— |
— |
✔ |
✔ |
| Delete your account |
— |
— |
— |
— |
| Transfer ownership |
N/A |
✔ |
— |
— |
| Delete workspace |
✔ |
✔ |
— |
— |
Booking channels |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Set up and edit booking channels: widgets, custom pages and websites |
✔ |
✔ |
✔ |
— |
Subscriptions |
||||
|
|
Personal workspace owner |
Team workspace owner |
Administrator |
Expert |
| Change subscription plan |
✔ |
✔ |
— |
— |
| Cancel subscription |
✔ |
✔ |
— |
— |
| Upgrade/downgrade storage package |
✔ |
✔ |
— |
— |
| Add/delete team seats |
N/A |
✔ |
✔ |
— |