# Team roles and permissions

> What the Admin, Team and Crew Event roles can do in BCL, how to share data between staff, and how to see BCL as a member sees it.
>
> Source: https://docs.bcl.my/team-roles/

Every person in your BCL account has a role. The role decides which menus they see, and for the **Team** role you also choose permissions one by one. You set both when you [add a team member](/add-team-member/).

## The three roles

Choose the role that matches the person's job:

- **Admin** has full access to the account, including **Team Profile**, **Team Members** and payment settings. Give this role only to people you trust with your whole business.
- **Team** is for staff. They see only the areas you turn on for them.
- **Crew Event** is for event helpers who only check in attendees. They can be limited to certain events.

Your own role shows on your account card at the bottom of the sidebar.

## Permissions for the Team role

When you choose **Team**, you turn on each permission separately. Most areas have four switches, for example **Can View Payment Forms**, **Can Create Payment Forms**, **Can Update Payment Forms** and **Can Delete Payment Forms**. The areas are:

- Transactions (view only)
- Payment forms, coupons and certificate templates
- Event forms and event check-ins
- Protected content
- Lead forms and their submissions
- Booking forms, bookings, services and employees

A member cannot create, update or delete in an area unless they can also view it.

## Share data between staff

By default, a **Team** member sees only their own data, such as the forms and transactions they created. To let every member see all of your account's data:

1. Click your company name at the bottom of the sidebar and choose **Team Profile**.
2. Under **Data Access**, turn on **Show data for all team members**.
3. Click **Save Merchant Profile**.

## See BCL as a member sees it

Admins can sign in as another member to check their access:

1. Open **Team Member** from the Account Menu.
2. Click **Impersonate** on the member's row.
3. When you are done, click **Leave** on the **Impersonating** bar above your name.

## Common issues

### My staff cannot see transactions made by other staff. Why?

Members with the Team role see only their own data by default. To let them see everyone's, turn on Show data for all team members in Team Profile and click Save Merchant Profile.

### How do I check what a staff member can see?

On Team Members, click Impersonate on their row. You browse BCL as them. Click Leave on the Impersonating bar above your name to come back.

### Can a Team member change payment settings?

No. Team settings, team members and payment settings are for admins only.
