How to set and control staff permissions

Define the amount of control each staff member has in their ArtCloud accounts.

NOTE: The email address used to set up your ArtCloud account is considered the Admin seat, but you can manage your staff in your Account Settings. To learn about pricing for adding staff members, please visit our Pricing Page.

Staff permissions can be accessed on the Staff tab of Account Settings.

These permissions determine the specific access rights granted to each staff member. Permissions can be accessed by entering the Permissions tab when editing a staff member.

IMPORTANT: On default, all staff will not have the ability to edit other staff members. The Admin seat on the account will have all permissions and access to edit staff seats. If you're a staff member who needs access, please speak with your account Admin.

The permissions toggles in the above screenshot control the following:

Can edit inventory:

Toggle control: YES	Toggle control: NO
- Access to edit inventory records - Visibility of Add Inventory button on the Inventory List - Access to batch edit inventory - Delete inventory from Inventory List	- No access to create, view, or edit inventory records - No access to batch edit inventory records - No access to delete inventory records

Can view reports:

Toggle control: YES	Toggle control: NO
- Access to all Analytics reports, including Commission, Sales Over Time, and Payments - Visibility of the Financial tab of inventory records	- No access to any Analytics report - No visibility of the Financial tab of inventory records

Can edit staff:

Toggle control: YES	Toggle control: NO
- Visibility of the Add Staff button on the Staff tab in Account Settings - Access to create, edit, or disable staff seats on the account	- No visibility of the Add Staff button on the Staff tab in Account Settings - No access to create, edit, or disable staff seats on the account

Can view invoices:

Toggle control: YES	Toggle control: NO
- Visibility of all Invoices in the account, no matter the Staff assigned - Access to create invoices across the account (from Contact overlay, Inventory overlay, etc...)	- No visibility of any Invoice in the account, no matter the Staff assigned - No access to create invoices across the account.

Can edit invoices:

Toggle control: YES	Toggle control: NO
- Access to create, edit, and delete invoices - Access to add, edit, delete payments - Access to generate Remote Pay Link - Access to export, email, and print invoices - Access to create Purchase Orders from the Invoice - Access to delete invoices	- Visibility of invoices - Access to create invoices in the account - No access to edit or delete invoices, even invoices created by the user - Access to generate Remote Pay Link - Access to export, email, and print invoices - Access to create Purchase Orders from the invoice

Inventory financials:

Toggle control: YES	Toggle control: NO
- Access to view the Financial tab on the inventory record - Access to view the Consignment tab of an Artist record - Access to view the Payments tab of an Artist record	- No access to view the Financial tab on the inventory record - No access to view the Consignment tab of an Artist record - No access to view the Payments tab of an Artist record - Access to the Consignment report in Analytics

Can export:

Toggle control: YES	Toggle control: NO
- Access to export reports from Analytics - Access to export List views, including Inventory, Contacts, and Invoices	- No access export List views, including Inventory, Contacts, and Invoices

Only show resources owned by this staff member:

Toggle control: YES	Toggle control: NO
- Visibility and access to only seeing Contacts with the staff member associated - Visibility and access to only seeing Invoices with the staff member associated - Visibility and access to only seeing Opportunities with the staff member is associated - Visibility and access to messages the staff member has sent or is cc'd / bcc'd on	- Full visibility to all Contacts, all Invoices, and all Opportunities - Full visibility to all messages, no matter if the staff member is cc'd, bcc'd, or not