Definitions for CRUD
- Create: User has the ability to create within object
- Read: User has the ability to read (view) object
- Update: User has the ability to update object
- Delete: User has the ability to delete object
| Feature | Owner | Admin | Partner | Collaborator+ | Collaborator |
| Manage company integrations | CRUD | ||||
| Manage account billing | CRUD | ||||
| Manage individual integrations | CRUD | CRUD | CRUD | CRUD | CRUD |
| Access Teams page | CRUD | CRUD | |||
| Manage account users | CRUD | CRU | |||
|
Create availabilities |
CRUD | CRUD | CRUD | CRUD | CRUD |
| Create schedulers | CRUD | CRUD | CRUD | CRUD | CRUD |
| Create appointments | CRUD | CRUD | CRUD | CRUD | CRUD |
| Update outcomes (for all appts) | CRUD | CRUD | RU | ||
| Edit client template | CRUD | CRUD | |||
| Create clients | CRUD | CRUD | CRU | ||
| Create families & companies | CRUD | CRUD | |||
| View assigned contacts | CRUD | CRUD | CRU | CRU | CRU |
| View all contacts | CRUD | CRUD | RU | ||
| View services | CRUD | CRUD | |||
| View payment-related info for clients | CRUD | CRUD | |||
| Create services | CRUD | CRUD | |||
| Manage UBP reconciliation | CRUD | CRUD | |||
| Client-facing forms | CRUD | CRUD | CRU | ||
| Internal forms | CRUD | CRUD | |||
| Library | CRUD | CRUD | CRU | ||
| Inbox | CRUD | CRUD | CRUD | CRUD | CRUD |
| Payroll | CRUD | CRUD | |||
| Company profile | CRUD | CRUD | |||
| Individual member profile | CRUD | CRUD | CRUD | CRUD | CRUD |