Roles and Permissions

There are three roles. You choose one when inviting someone, and it decides what they see when they log in.

What each role can reach

Staff is narrower than you may expect

Someone with the Staff role gets the Calendar and their own general settings. That is essentially it.

They cannot open the Booking list, customer records, services, reports, or any settings page for the shop. They also cannot edit their own working hours — schedules are managed by an Owner or Administrator.

What they can do on the Calendar is the job itself: see the schedule, open an appointment, complete it and take payment.

One setting widens or narrows their view — View Other Staff Bookings, under Settings → Shop → Staff. With it off, a Staff member sees only their own appointments; with it on, they see the team’s.

If you need someone to manage bookings by phone, tidy customer records or run reports, Staff is the wrong role — they need Administrator.

Administrator

Everything except Billing. That is the only difference from the Owner in day-to-day use.

An Administrator can change your shop settings, see every customer, read your expenses and commission reports, and invite or remove colleagues — including deleting a team member.

Give it to a manager or a business partner, not as a convenience because someone asked for more access.

Owner

The person who created the shop, with access to everything including Billing.

Ownership cannot be transferred from inside WellDesk — contact support if the business changes hands.

Choosing

• A therapist who only needs their own day → Staff
• Someone answering the phone and managing the book → Administrator
• A partner in the business → Administrator

You can change your mind: invite them again with the role you meant, or edit the member.

Related articles

• Inviting Team Members
• Managing Your Team
• Using the Calendar