Team roles and permissions

Every person in your BCL account has a role. The role decides which menus they see, and for the Team role you also choose permissions one by one. You set both when you add a team member.

The three roles

Choose the role that matches the person’s job:

• Admin has full access to the account, including Team Profile, Team Members and payment settings. Give this role only to people you trust with your whole business.
• Team is for staff. They see only the areas you turn on for them.
• Crew Event is for event helpers who only check in attendees. In Allowed Events for Check-In you can limit them to certain events, and you can send them a sign-in link. See Give your event crew check-in access.

Your own role shows on your account card at the bottom of the sidebar.

Permissions for the Team role

When you choose Team, you turn on each permission separately. Most areas have four switches, for example Can View Payment Forms, Can Create Payment Forms, Can Update Payment Forms and Can Delete Payment Forms. The areas are:

• Transactions (view only)
• Payment forms, coupons and certificate templates
• Event forms and event check-ins
• Protected content
• Lead forms and their submissions
• Booking forms, booking services and employees
• Bookings: view the list and calendar, and change a booking’s status

A member cannot create, update or delete in an area unless they can also view it.

Share data between staff

By default, a Team member sees only their own data, such as the forms and transactions they created. To let every member see all of your account’s data:

1. Click your company name at the bottom of the sidebar and choose Team Profile.

2. On the General Settings tab, under Data Access, turn on Show data for all team members.

   

3. Click Save Settings.

See BCL as a member sees it

Admins can sign in as another member to check their access:

1. Open Team Member from the Account Menu.

2. Click Impersonate on the member’s row. It only shows on other members’ rows.

   

3. When you are done, click Leave on the Impersonating bar above your name.

Common issues

My staff cannot see transactions made by other staff. Why?

Members with the Team role see only their own data by default. To let them see everyone's, turn on Show data for all team members in Team Profile and click Save Settings.

See it in the steps

How do I check what a staff member can see?

On Team Members, click Impersonate on their row. You browse BCL as them. Click Leave on the Impersonating bar above your name to come back.

See it in the steps

Can a Team member change payment settings?

No. Team settings, team members and payment settings are for admins only.

Related articles

• Add a team member
• Change your password
• Use your own domain