Summary
You can give users permissions for settings across the app. These cover communication preferences, employee management, schedule management, reporting access, invoicing, shopping cart, owner and pet management, payment protections, package credits, reservation management, and system controls.
Important: These settings can have a big impact. Make sure you understand the access each setting gives users before you grant a permission.
What This Does
App Permissions
Communications
| Setting |
Description |
Helpful Hint |
| Receive Weekly Stats Email (home Location) |
Users in this group get a stats email every Monday with an overview of the previous week for their home location. |
|
| Receive Weekly Stats Email (all Locations) |
Users in this group get a stats email every Monday with an overview of the previous week for all locations. |
|
| Can Email Customers |
Users in this group can email customers from within the app. This is set to yes by default. It directly affects Marketing Campaigns, Report Cards, and emails sent from the customer profile. |
See Individual Emails. |
| Can SMS Customers |
Users in this group can text customers from within the app. This includes 2-Way SMS, Marketing SMS, and Report Cards. |
See 2-Way SMS, Marketing SMS, and Sending Report Cards. |
Employee & Schedule Management
| Setting |
Description |
Helpful Hint |
| Can Only Login From This IP Address |
If you enter one or more IP addresses, users in this group can log in only from those IP addresses. You can enter up to 15 IP addresses in a comma-separated list with no spaces. |
To find your IP address, search "what's my IP address" in Google. Your business may have a "dynamic" IP address, which needs more setup. See Restricting User Access by IP Address. |
| Can Edit User Groups |
Users in this group can change which groups other users are assigned to. |
Important: At least one group must have this set to yes/on. |
| Can Manage Group Permissions |
Users in this group can change the permissions in any user group, create new groups, and delete groups. |
Important: At least one group must have this set to yes/on. |
| Can Set Up Own Specialist Schedule |
Users in this group can set up and edit their own Specialist schedule. |
|
| Can Set Up Others' Specialist Schedule |
Users in this group can set up and edit other users' Specialist schedules. |
|
| Can Change Home Location |
Users in this group can change their own and other users' home location and log in to that location. |
This matters only if your app URL has more than one location. |
| Can Login With Google |
Users in this group can log in with their Google account. The Google account email must match the email of a user in Gingr. |
|
| Can Login With Microsoft |
Users in this group can log in with their Microsoft account. The Microsoft account email must match the email of a user in Gingr. |
|
| Can View Time Clock Report |
Users in this group can view the timeclock report for other users but cannot change entries. Users without this permission can still view their own timeclock report. |
|
| Can Manage Time Clock Records |
Users in this group can change entries on the timeclock report. |
|
| Can Manage Schedules |
Users in this group can manage other users' schedules. |
|
| Can Manage GingrU Courses |
Users in this group can add, edit, and delete GingrU courses. |
See Creating Custom GingrU Courses (Feature Overview). |
| Can Manage User Accounts |
Users can edit other users' accounts. |
|
| Can Access Employee Courses |
Users can access employee courses. |
|
| Can Access Manager Courses |
Users can access manager courses. |
|
| Can Access Admin Courses |
Users can access admin courses. |
|
Financial Reports
| Setting |
Description |
Helpful Hint |
| Can View Financial Reports |
Users in this group can view financial reports. These include Revenue by Date, Owner Debt, Top 100 Spenders, Tips, and Transactions by User. |
|
| Can View End Of Day Report |
Users in this group can view the End of Day Report. |
|
| Can Modify Stripe Verification Data |
Users in this group can view and change Stripe Verification Data from the Gingr Payments Dashboard. |
|
Invoices & Shopping Cart
| Setting |
Description |
Helpful Hint |
| Can Enter Negative Open Line Item |
Users in this group can enter negative amounts in Open Line Items in the cart to create custom discounts. |
|
| Can Process Item Refunds/ Returns |
Users in this group can process refunds and returns for reservations, services, merchandise, packages, and more. |
See Refunds & Returns. |
| Can Apply Promotions |
Users in this group can apply preset promotions (discounts or surcharges set up with Gingr's Promotion feature) in the cart. |
See Promotions. |
| Can Create Promotions In The Cart |
Users in this group can create single-use promotions (discounts and surcharges) in the cart. |
|
| Can Manage POS Items |
Users in this group can add, edit, and update inventory for POS items. |
|
| Can Open Cash Drawer |
Users in this group can open the cash drawer at any time. |
This applies to apps that use Printnode. See Cash Drawer Overview. |
| Can Open Cash Drawer Checkout |
Users in this group can open the cash drawer only during a checkout transaction. |
|
| Can Sell Memberships |
Users can sell memberships. |
This applies only to apps that use integrated credit card processing and membership subscriptions. |
Owners & Pets
| Setting |
Description |
Helpful Hint |
| Can Add Store Credit |
Users in this group can buy store credit for customers. |
|
| Can Edit/ Delete Incident Reports |
Users in this group can edit and delete incident reports that already exist. |
|
| Can Override Agreements |
Users in this group can create reservations for customers who have not yet signed the required agreements in the app. It also lets the employee "sign" a user agreement for a customer who will not log in online, such as a user without a valid email address. |
Important: Leave this off until you need to upload a scanned paper copy of a customer's agreement. After you upload it, turn the permission off again. This helps make sure employees do not make reservations for customers who have not signed your required agreements. |
| Can Upload/ Delete Agreements |
Users in this group can scan and upload a customer agreement into Gingr, and delete existing agreements. |
|
| Can See Client Information |
Users in this group can see an owner's records and contact information, such as email address, physical address, city, state, and home or cell phone number. |
|
| Can Edit Client / Animal Information |
Users in this group can change owner or animal records. |
|
| Can Override Immunizations |
Users in this group can override the expired immunization error message on the new reservation page, new appointment page, or check-in alerts. |
|
| Can Manage Immunizations |
Users in this group can update pets' immunization records. |
|
| Can Manage Owner Rates |
Users in this group can change individual owners' rates for reservation types. |
|
| Can Manage Reward Points |
Users in this group can add and remove Rewards Points on owner accounts. |
See Loyalty Rewards Program. |
| Can Delete Icons |
Users in this group can delete icons from animal and owner profiles. |
|
| Can Log In As Customer |
Users in this group can log in to the portal as a selected owner. Select the owner's email on their details tab, then select Log In as Customer. |
This is a good way to see what your customers see when they log in to the portal. |
| Can Edit Evaluation Results |
Controls whether users in this group can update evaluation pass/fail statuses for pets. It applies to the Pet Profile, Shopping Cart, and Checkout screens. |
|
Payments
| Setting |
Description |
Helpful Hint |
| Can Process Voids |
Users in this group can process voids. |
See How to Void Items or Invoices. |
| Can Process Payment Refunds |
Users in this group can process payment-only refunds. These refund a payment but still show that the owner owes for the services or items at a different time or with a different method. |
See Refunds & Returns. |
| Can Check Out Without Payment |
Users in this group can check out owners in the shopping cart without applying a payment. |
|
| Can Check Out With Protected Payment Methods |
Users in this group can use protected payment methods in the cart. |
|
Packages & Subscriptions
| Setting |
Description |
Helpful Hint |
| Can Assign Package Credits |
Users in this group can add package credits to a customer's account without taking payment. |
|
| Can Deduct / Refund Package Credits |
Users in this group can deduct package credits from a customer's account and process refunds for package credits. |
|
Reservations & Appointments
| Setting |
Description |
Helpful Hint |
| Can Delete Reservations |
Users in this group can delete reservations. |
|
| Edit Check-In Stamp |
Users in this group can edit the check-in time and date of a reservation that is checked in now. This lets users adjust charges for a reservation. |
You cannot edit check-in stamps for completed or past reservations. |
| Edit Check-Out Stamp |
Users in this group can edit the check-out time and date of a reservation that is checked in now, while in the shopping cart. This lets users adjust charges for a reservation. |
You cannot edit check-out stamps for completed or past reservations. |
| Override Hours Of Operation |
Users in this group can create reservations that start or end outside the set Hours of Operation, as long as the times fall within the default start and end times in system-wide settings. |
|
| Can Edit Own Appointments |
Specialist users in this group can change the durations and start times on their own appointments, from the Facility Calendar and My Calendar. |
|
| Can Edit Others' Appointments |
Users in this group can change the durations and start times on other users' appointments, from the Facility Calendar. |
|
| Can Override Appointment Capacity |
Users in this group can overbook appointment times and slots. |
|
| Can Edit Service Prices |
Users in this group can edit the price of services from the calendar, on the dashboard, and in the cart. |
|
| Can Edit Deposit Amounts |
Users in this group can edit the deposit amount required for any single reservation that requires a deposit. |
The Allow Deposits on Any Reservation toggle must also be on. See Deposits. |
| Can Manage Wait List |
Users in this group can view and manage reservations and appointments on the Wait List. |
See Wait List. |
| Can Override Capacity |
Users in this group can override set capacities when they make reservations or use Quick Check In. |
|
| Can Override Previous Reservation Requirement |
Users in this group can override the previous reservation requirement when they create reservations. |
|
| Can Undo Check Ins |
Users in this group can undo a check-in on a reservation. |
|
| Can Override Evaluation Requirements |
Users can override an "Evaluation" that a reservation normally requires. |
|
System & Data
| Setting |
Description |
Helpful Hint |
| Can Delete Events/ Daily Notices |
Users in this group can edit and delete events and notices on the Facility Calendar and Daily Notices. |
|
| Can Access API |
Users in this group can access the API. |
|
| Can Backup Database |
Users in this group can run a database backup. |
|
| Can Export / Backup Data |
Users in this group can open the 'Owners/Animals to Spreadsheet' report, export the 'View Owners/Pets' pages, and use the 'Database Backup' function. They can back up a variety of reports and tables. |
|
| Can Edit Existing Details Page Layouts |
Users in this group can edit Details page layouts. |
See this article. This feature is deprecated. |
| Can Create Details Page Layouts |
Users in this group can create new Details page layouts. |
See this article. This feature is deprecated. |
| Require MFA At Login |
Users in this group must enter an MFA code when they log in. |
This is required for the Admin group by default and cannot be turned off. See the article on MFA. |
Notifications
Notification Preferences
| Permission |
Description |
Helpful Hint |
| Receive Email Notifications |
Sends users in this group an email with their unread notifications, to the email address on their account. |
The email sends about every 30 minutes and includes all notifications not yet read. |
| Receive SMS Notifications |
Sends users in this group a text with their unread notifications, to the mobile number on their account. |
Gingr sends one SMS for each notification the user gets, to the phone number in Gingr. |
| Receive Push Notifications |
Lets users get Push Notifications in the Gingr Notifications app on their mobile phone. |
The user must download and log in to the Gingr Notifications app on their device. |
Customer Portal
| Permission |
Description |
Helpful Hint |
| New Customer Registration |
Users in this group get notified when a new customer completes the online registration form. |
|
| Customer Updated Record |
Users in this group get notified when a customer updates their record. |
|
| New Online Retail Order Received |
Users in this group get notified when an online retail order comes in. |
See this article. |
Employees & Schedules
| Permission |
Description |
Helpful Hint |
| New Appointment Scheduled For Me |
Specialist users in this group get notified when an appointment is made for them. |
|
| Schedule Published |
Users in this group get notified when a schedule is published. |
|
| New Events/ Notices |
Users in this group get notified when they are tagged in an event or notice. |
|
Files & Records
| Permission |
Description |
Helpful Hint |
| New Owner Uploaded File |
Users in this group get notified when a customer uploads a file on the customer side of the app. |
|
| New Email File |
Users in this group get notified when an email comes in. Selecting the notification opens the Owner Files Report, where you can manage the attachment. |
|
General Communications
| Permission |
Description |
Helpful Hint |
| Bounced Email |
Users in this group get notified when an email to a customer bounces (cannot be delivered). |
|
| Incoming SMS |
Users in this group get notified when an incoming SMS comes in. |
This applies only if your app uses the Two Way SMS integration. |
Owners & Pets
| Permission |
Description |
Helpful Hint |
| New Incident Report |
Users in this group get notified in Gingr when an Incident Report is created. |
|
| Negative Survey Feedback |
Users in this group get notified when a customer leaves survey feedback below the threshold you set. |
|
| New Lead Received |
Users in this group get notified when a lead form is submitted, or when an existing customer fills out the Contact Us page on the Customer Portal. |
See this article. |
| Customer Arrival |
Users in this group get notified when a customer arrives at the facility. The notification triggers when a pet parent selects I'm Here on a Gingr PreCheck form, or replies "HERE" to a text message from your facility. |
Edit SMS templates, such as the Ready for Pickup SMS template, to tell customers to reply with HERE when they arrive so you can meet them outside. |
Memberships & Subscriptions
| Permission |
Description |
Helpful Hint |
| Membership Failed Payment |
Users in this group get notified when a membership payment fails and an invoice opens. |
This applies only to apps that use integrated credit card processing and package subscriptions. |
| Subscription Failed Payment |
Users in this group get notified when a package subscription payment fails and when a subscription is canceled. |
This applies only to apps that use integrated credit card processing and package subscriptions. |
Reservations & Appointments
| Permission |
Description |
Helpful Hint |
| Reservation Request Blocked For Expired Immunizations |
Users in this group get notified when a customer tries to request a reservation online and is denied because of expired or missing immunization records. |
Staff get this only if the setting Require valid immunization records before customers can request reservations is on at Admin » Customer Portal » Reservation and Appointment Requests. |
| New Reservation Request |
Users in this group get notified when a customer submits a reservation or appointment request. |
|
| Cancelled Reservation |
Users in this group get notified when another user cancels a reservation. |
|
| Undo Check In |
Users in this group get notified when another user undoes a check-in on a reservation. |
|
| Deposit Request Email Sent |
Users in this group get notified when a customer is sent an email asking them to pay their deposit. |
|
| Reservation Added To Wait List |
Users in this group get notified when a customer is added to the wait list. |
|
| Opening For Wait List |
Users in this group get notified when a reservation is canceled and a wait-listed reservation has the same dates. |
|
| Reservation Deleted |
Users in this group get notified when a reservation is deleted. |
|
| Service Pending Scheduling |
Users in this group get notified when a service is added to a reservation without a scheduled date and time. |
|
| Group Class Enrollment Request |
Users in this group get notified when a customer requests enrollment in a group class. |
|
| Gingr PreCheck Form Submitted |
Users in this group get notified when a customer submits the PreCheck form. |
|
| Appointment Rescheduled |
If the user is a specialist, they get notified when an appointment is rescheduled. |
|
Admin Delegations
For the admin pages you can delegate, see Admin Delegation Settings. The list below matches that article and also includes Manage Memberships.
Animals
| Admin Page |
Available Settings |
Unavailable Settings |
| Animal Icons |
- System Icons (enable/disable status and popups toggles)
- Animal Icon Groups (add, edit, delete)
- Animal Icons (add, edit, delete)
|
- Bulk icon deletion from popups
- Altered by month setting
- FontAwesome Pro enabling
|
Communications
| Admin Page |
Available Settings |
Unavailable Settings |
| Canned Email Templates |
- Custom Templates (add, edit, delete)
|
All settings are available to delegated groups. |
| Canned SMS Templates |
- Custom SMS Templates (add, edit, delete)
|
All settings are available to delegated groups. |
| SMS Auto Replies |
- SMS Auto-Replies (add, edit, delete)
|
All settings are available to delegated groups. |
Customer Portal
| Admin Page |
Available Settings |
Unavailable Settings |
| Gingr PreCheck |
- Gingr PreCheck Forms (add, edit, delete, send tests, send to future reservations)
|
All settings are available to delegated groups. |
| Reservation and Appointment Requests |
- Reservation Request Text
- Appointment Custom Text
- Reservation Request Services Text
- Deposit Policies Custom Text
|
- Request limits based on things such as capacity, previous reservation requirements, valid immunizations, and valid profiles
- Require cancellation reasons
- Reservation request button text
- Terms and Conditions
|
Employees
| Admin Page |
Available Settings |
Unavailable Settings |
| Daily Checklist |
- Checklist Types (add, edit, delete)
- Checklist Items (add, edit, delete)
|
All settings are available to delegated groups. |
| Employee Notes |
- Employee Note Types (add, edit, delete)
|
All settings are available to delegated groups. |
| Manage Employee To-Do List |
- Manage Employee To Do Lists: assign to-do items to select users
|
All settings are available to delegated groups. |
Owners
| Admin Page |
Available Settings |
Unavailable Settings |
| Owner Icons |
- System Icons (enable/disable status and popups toggles)
- Owner Icon Groups (add, edit, delete)
- Owner Icons (add, edit, delete)
|
All settings are available to delegated groups. |
Payments
| Admin Page |
Available Settings |
Unavailable Settings |
| Credit Card Processing |
- Payment Processor:
- Edit CardConnect MID
- Set Preferred Processor (for Customer Portal payments)
- Adjust tip settings
- Bolt Terminals: Edit settings for CardConnect terminals
|
- Allow manual card entry
- Allow tips from the customer portal
- CardConnect Tip Amounts (terminal prompted amounts)
|
Reservations & Appointments
| Admin Page |
Available Settings |
Unavailable Settings |
| Belongings |
- Belongings Areas (add, edit, delete)
- Belonging Types (add, edit, delete)
|
All settings are available to delegated groups. |
| Group Classes |
Configure group class settings:
- Add and edit classes
- Add and edit class dates and schedule
|
All settings are available to delegated groups. |
| Hours of Operation |
- Location timezone
- Manage Hours of Operation, including Recurring and Specific Date hours (add, edit, delete)
- Disabled Dates (add and delete)
|
- Default start and end times
- System-wide Timezone
Note: Disabled dates affect all locations in an app. Use caution with this setting.
|
| Location Default Rates |
Manage Location Default Rates for all locations in the app. This includes adding, editing, and deleting rates for all Reservation Types and Additional Services. |
All settings are available to delegated groups.
Note: Users with permission to edit this page can edit all location rates, even for locations they are not assigned access to. Use caution when you delegate this page.
|
| Manage Areas / Lodgings |
Manage Areas and Lodgings for all locations in the app. This includes adding, editing, and deleting areas and lodgings. |
- Lodging last-day reservation
|
| Reservation Types and Services Configuration |
Manage all Reservations, Additional Services, and Service Options in the app. This includes adding, editing, and deleting all your service types for any location. |
All settings are available to delegated groups.
Note: Deleting reservations and services cannot be undone. Use extreme caution when you delete things in the app.
|
Shopping Cart & Point of Sale
| Admin Page |
Available Settings |
Unavailable Settings |
| Account Codes |
Manage Account Codes for all locations in the app. You can add and edit Top-level and Sub-level account codes and change the Assignable Items by dragging and dropping them into the right category. |
All settings are available to delegated groups.
Note: Account codes are shared across all locations, so changes affect all locations. You cannot delete an account code once you make it. If you create one by mistake, re-label it.
|
| Manage Memberships |
Manage memberships for all locations in the app. |
|
| Manage Promotions |
Manage Promotions for all locations in the app. Add and edit promotion settings. |
All settings are available to delegated groups.
Note: You cannot fully delete promotions. If you create one by mistake, edit its settings.
|
System & Data
| Admin Page |
Available Settings |
Unavailable Settings |
| Merge Data |
- Merge Owners
- Merge Animals
- Merge Breeds
- Merge Veterinarians
|
All settings are available to delegated groups. |
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