Before You Begin

The instructions in this article pertain to the new Custom Roles and Permissions feature. If you have not migrated to this version of Roles, please contact your account representative. You can find more details on the Custom Roles and Permissions feature here.

Permission Structure

The Page Level Permissions included in the Custom Roles and Permissions (CRP) feature have been collected into several distinct sections, based on how they appear in the Permissions User Interface (UI):

Page Permissions

Appointment Booking & Facilitation Pages
Appointment Configuration Pages
Data & Analytics Pages
Administration & System Pages

Action Permissions

Queue Appointment Actions
Scheduled Appointment Actions
Staff Actions
Location Actions
Client Actions

Settings Permissions

General Settings Page
Individual Tab Editing and Access (Overview, Notifications, Branding, Access, Integrations)

A brief description of each permission has been included, along with a note if another page permission is required in order to access the area.

We have used iconography to indicate where certain permissions should be carefully considered before granting access (due to data privacy or risk of changing Coconut configurations), as well as certain pages not all organizations have access to, depending on their use case, features, and add-ons. If you see a page you have questions about or want your organization to have access to, please contact your Customer Success or Account representative.

⚠️ = Risky Permission

🚫= Permission for Add-On Page

Page Permissions

Appointment Booking & Facilitation

Schedule Page	Allows the user to access the Schedule page through the main navigation tab, where they can see the schedule of staff assigned the same location(s).
Clients Page ⚠️	Allows the user to access the Clients page through the main navigation tab. *Users can still create Clients through the appointment booking pages, even if they are not granted view access to the Clients Page.
Booking Shortcuts Page	Allows the user access to the Booking Shortcuts page through the main navigation tab, where they can create and access their own Booking Shortcuts.
Chat Page 🚫	Allows the user to access Live Agent Chat. Usually used for Contact Center representatives.
Contact Centre Booking Page	Allows the user to access the Contact Centre booking page when creating appointments through the Clients page. In Settings, the "New" button can also be configured to direct the user to this booking page instead of the standard one. Appointments booked through this page will have "Contact Centre" as their booking source. Users with access to this page are able to create and edit appointments through this page, regardless of whether they have the "Create Appointment" or "Edit Appointment" permissions.

Appointment Configuration Pages

Staff Page	Allows the user to access the Staff page through the main navigation tab. *Users can still create Staff members through the appointment booking pages, even if they are not granted view access to the Staff Page.
Staff: Staff Assignments Page	Allows the user to access the Staff Assignments widget within the Staff page. *Must have the Staff Page permission enabled.
Staff Groups Page 🚫	Allows the user to access the Staff Groups page through the main navigation tab.
Locations Page	Allows the user to access the Locations page through the main navigation tab.
Points Page 🚫	Allows the user to access the Points page through the main navigation tab.
Meeting Spaces Page 🚫	Allows the user to access the Meeting Spaces page through the main navigation tab.
Services Page	Allows the user to access the Services page through the main navigation tab.
Services: Service Categories Page	Allows the user to access the Service Categories tab within the Services page. Must have the Services Page permission enabled. * Note that Service Categories can also be edited through Settings, regardless of this permission.
Hours Page	Allows the user access to the Hours page through the main navigation tab, where they can set up their personal working hours and adjustments.
Hours: Location Hours Tab ⚠️	Allows the user access to the Location Hours tab within the Hours page, where they can adjust the Hours of operation for assigned Locations. *Must have the Hours Page permission enabled.
Hours: Hours Overview Tab 🚫	Allows the user access to the Hours Overview tab within the Hours page. *Must have the Hours Page permission enabled.
Quickstream Page 🚫	Allows the user to access the Quickstream page through the main navigation tab.

Data & Analytics Pages

Insights Page	Allows the user access to the Insights page through the main navigation tab, where they can see data insights about their appointments.
Insights: Overview Tab	Allows the user to see the Overview tab within the Insights page, where they can see data about other's appointments. *Must have the Insights Page permission enabled.
Insights: Busy Times Tab	Allows the user to see the Busy Times tab within the Insights page, where they can see data about appointment volume for their assigned location(s). *Must have the Insights Page permission enabled.
Analytics Page ⚠️🚫	Allows the user to access the Analytics page through the main navigation tab, where they can see and create custom queries and dashboards. They may access all data from the Coconut instance through this page. In order to access this page, the user must also be assigned an Advanced Analytics seat by a Coconut staff member to access this page.
Reports Page	Allows the user to access the Reports page through the main navigation tab, where they can generate and view reports and report templates on Coconut appointments.

Administration & System Pages

Import/Export Page ⚠️	Allows the user to access the Import/Export page through the main navigation tab, where they can import or export details on Staff, Clients, Services, Locations, and Service Assignments.
Webhooks Page 🚫	Allows the user to access the Webhooks page, where they can create new Webhooks. Accessed via URL.

Action Permissions

Appointments: Create	Allows the user to create a new appointment via the following methods: "New" button in main navigational tab (if configured for the Schedule-based appointments in Settings) "New" button on Schedule page (requires additional Schedule page permission) Clicking on the Schedule (requires additional Schedule page permission)
Appointments: Edit	Allows the user to edit appointments via the following methods: Applicable appointments visible in the Dashboard tab (dependent on Profile assignment of user) Clicking on appointments in the Schedule page (requires additional Schedule page permission)
Queue Appointments: Create 🚫	Allows the user to create new queue appointments (walk-ins) through the “New” button in the main navigational tab.
Queue Appointments: Edit 🚫	Allows the user to edit queue appointments (walk-ins) on the Dashboard page.
Clients: Create	Allows the user to create new Clients on the Clients page as well as in the appointment booking process through the Schedule or "New" button. *Additional permissions are required in order to access the Clients and Schedule pages.
Clients: Edit	Allows the user to edit Clients on the Clients page as well as in the appointment booking process through the Schedule or "New" button. *Additional permissions are required in order to access the Clients and Schedule pages.
Clients: Archive	Allows the user to archive a Client on the Clients page. *An additional permission is required in order to access the Clients page.
Staff: Create ⚠️	Allows the user to create new Staff on the Staff page as well as in the appointment booking process through the Schedule or "New" button. *Additional permissions are required in order to access the Staff and Schedule pages.
Staff: Edit ⚠️	Allows the user to edit Staff details on the Staff page. *An additional permission is required in order to access the Staff page.
Staff: Archive ⚠️	Allows the user to archive a Staff member on the Staff page. *An additional permission is required in order to access the Staff page.
Locations: Create ⚠️	Allows the user to create new Locations on the Locations page. *An additional permission is required in order to access the Locations page.
Locations: Edit ⚠️	Allows the user to edit Location details on the Locations page. *An additional permission is required in order to access the Locations page.
Locations: Archive ⚠️	Allows the user to archive a Location on the Locations page. *An additional permission is required in order to access the Locations page.

Settings Permissions

Settings Page	Allows the user to access the Settings page through the main navigation tab. *Be sure to include at least one area of Settings (below) in order to view Settings content.
General Settings Tab: View	Allows the user to view elements in the General Settings tab within the Settings page.
General Settings Tab: Edit ⚠️	Allows the user to edit elements in the General Settings tab within the Settings page.
Notifications Settings Tab: View	Allows the user to view elements in the Notifications Settings tab within the Settings page.
Notifications Settings Tab: Edit ⚠️	Allows the user to edit elements in the Notifications Settings tab within the Settings page.
Branding Settings Tab: View	Allows the user to view elements in the Branding Settings tab within the Settings page.
Branding Settings Tab: Edit ⚠️	Allows the user to edit elements in the Branding Settings tab within the Settings page.
Access Settings Tab: View	Allows the user to view elements in the Access Settings tab within the Settings page.
Access Settings Tab: Edit ⚠️	Allows the user to edit elements in the Access Settings tab within the Settings page.
Integrations Settings Tab: View	Allows the user to view elements in the Integrations Settings tab within the Settings page.
Integrations Settings Tab: Edit ⚠️	Allows the user to edit elements in the Integrations Settings tab within the Settings page.