Panel permissions
Choose what each person on your team can see and do in the panel.
In the professional's file, Panel permissions tab, permissions are grouped:
| Group | Permissions |
|---|---|
| Administration | Admin access, Settings, Client fields and documents, Accounting, View center invoices, Professionals, Training, Training assessment, Store, Recycle bin, Modules |
| Client data | Create clients, Client list, Client file, Contracts, Export clients |
| Sales | Sell packs, Change price, Edit sales, Waive classes |
| Calendar | View calendar, Manage schedules, Create sessions, Edit sessions, Book clients, Delete sessions |
| CRM | Overview, Statistics, Financial data, Reports |
| Communication | Communication, Emails, News, Notifications, Momento updates |
| Alerts | Receive alerts from the AI agent |
| Chat | Chat access, Center inbox, See other professionals' chats, Transfer conversations |
| Center WhatsApp, Change WhatsApp reply mode |
Important: Admin access gives access to everything. Only give it to owners and managers.
Tip: if someone on your team says they can't see a section or button, it's almost always a permission.

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