What each permission controls
Every tick box, and what it means in practice. The groups here match the order they appear on screen.
Use this when you're building a role and aren't sure whether a line matters, or when someone asks why they can't do something.
Business permissions
Set per person from their row's menu, under Business Permissions. These control the admin view — nothing here is part of a role.
| Permission | What it lets them do |
|---|---|
| View business profile | See the business name and details. Always on; can't be removed. |
| View business venue list | See which venues exist. Always on; can't be removed. |
| Update Business Profile | Change the business's own details. |
| Can manage subscriptions | See and change the Tip Sheet subscription and billing. |
| Manage users, permissions and roles | Invite people, assign anyone to any venue, and create or delete roles. Effectively lets them grant themselves more access. |
| Create and update venues | Add a venue and edit venue records from the admin view. |
| Access venue reports | Open the business-wide reports — but only covering the venues they're assigned to. |
| View audit trails | See the audit trail for the entire business, including venues they aren't assigned to. |
| View Pay Runs | See pay runs and what's in them. |
| Manage Pay Runs | Create pay runs, add and remove periods, lock, process, and produce the bank file. |
Venue settings
What someone can change about how a venue is set up. Everything here is felt in the venue view but configured in the admin view.
| Permission | What it lets them do |
|---|---|
| Manage venue profile | Edit the venue's name, address, timezone and bank details. |
| Manage departments and percentage allocation of tips | Add or rename departments and change each one's share of the pool. |
| Can edit Staff Management settings | Change how staff are handled at this venue, including the waiting room. |
| Can manage Services Periods and Tip Earning Hours | Set the service periods, the hours that earn tips, and Custom Hours. Without it the calendar is read-only. |
| Can manage Tip Allocation settings | Change how tips are divided, including service charge handling. |
| View 3rd party integrations | See which POS and timesheet system the venue is connected to. |
| Manage 3rd party integrations | Connect, reconfigure and disconnect those systems. |
Staff management
Who can see and change the people who earn tips.
| Permission | What it lets them do |
|---|---|
| Can add staff for dependent venue | Add people directly to a dependent venue. Only appears on a dependent venue with no timesheet system connected. |
| Can see staff bank details | View the bank details Tip Sheet holds. |
| Can edit staff bank details | Change them. Separate from seeing them, so you can grant one without the other. |
| Can manage onboarding | Send and cancel the invitations that ask staff to enter their own bank details, and import banking information. |
| Can edit staff department, role and tip points | Change what someone earns a share as. |
| Can edit staff personal information, name, phone and email | Change a staff member's contact details. |
| Can edit staff status | Move people between active and inactive. |
| Can activate staff in waiting room ahead of schedule | Bring an incoming staff member into the pool before their waiting period is up. |
Tip sheet
The most consequential group — this is where money is decided and approved.
| Permission | What it lets them do |
|---|---|
| Can edit staff department within Tip Sheet | Move someone to a different department for a shift. |
| Can edit staff hours/days within Tip Sheet | Override the hours that came from your timesheet system. |
| Can edit tip points within Tip Sheet | Override someone's tip points for a period. |
| Can edit staff daily tip totals in Tip Sheet | Type over the calculated amount a person earned. |
| Can revert changes within Tip Sheet | Undo those overrides and go back to the calculated figures. |
| Can lock tip period | Close a period so the figures stop moving. |
| Can unlock tip period | Reopen a locked period. Worth granting sparingly — it reopens numbers people may already have been told about. |
| Can mark tip period as Paid | Record that the money has actually gone out. |
| Can mark tip period as Unpaid | Reverse that. |
| Can send payout email to employees | Email staff their breakdown of what they earned. |
| Can view Hidden tip periods | See periods that have been hidden from the normal list. |
| Can mark Tip Periods as Hidden | Hide a period from the normal list. |
| Can download aba file from Tip Sheet | Produce the bank file for the venue. |
| Can export to excel from Tip Sheet | Download the tip sheet as a spreadsheet. |
Three to think hardest about
Can edit staff daily tip totals lets someone type over what the calculation produced. Can unlock tip period lets them reopen an approved period. Can download aba file puts the payment file in their hands. Each is reasonable for a trusted venue manager and worth a second thought for anyone else.
Tip collections
What someone can do with the tips as they come in, before they're divided.
| Permission | What it lets them do |
|---|---|
| Can re-assign system allocated tips to alternate service periods | Move a tip into a different service period from the one it landed in. |
| Can enter and edit cash tips collected | Record cash tips. Usually the one permission a supervisor genuinely needs. |
| Can assign un-allocated tips to service periods | Place tips that arrived without a service period. |
| Can download CSV of Tip Collections and allocations | Export the raw collections and how they were allocated. |
Why something is greyed out
If a control is visible but won't respond, it's almost always one of these:
- You don't have the permission at that venue. Check your row on the Users tab.
- The period is locked or paid. Locking freezes the figures on purpose; unlocking needs its own permission.
- It's a business permission, not a venue one. Pay runs, reports and audit trails aren't in any role — see Give someone access.
- It doesn't apply to this venue. Dependent venues have no POS, so tip collection works differently there.