Every user in your agency has a role that decides what they can access. FlowboardPro has three roles: Admin, Manager and Booker. You pick a role when you add a user, and you can change it at any time.
The roles
- Admin: full access to everything, including the admin settings: Billing, Users and the Scout form. Only admins can add or edit users.
- Manager: works across the whole agency and can view the Booker performance report. The admin settings aren't available to managers.
- Booker: works with customers, talents, scouts, packages, events and accounting. The admin settings and the Booker performance report aren't available to bookers.
What every role can do
Whatever their role, every user can:
- Work with the dashboard, customers, talents, scouts, packages and events.
- Use invoices, payments and the statement, and view the Receivables and Talent performance reports.
- Manage the agency details, talent groups, event types and tags.
- Update their own profile.
Change a user's role
- Click Settings at the bottom of the left sidebar, then click Users.
- Click the actions menu next to the user and select Edit.
- Pick the new role and click Save changes.
Good to know
- Your agency must always have at least one active admin. Until there is another one, the last admin can't be deactivated or switched to a different role.
- New teammates get their role when you add them. See Add a New User.