A preset is a ready-made set of permissions you pick when adding or editing a team member. They live under Settings, then Roles & presets in the Team group, visible to people who may manage permissions.
The list
Each preset is one row: its name, Built-in on the six that came with DivePilot, and Full access or a count such as "38 of 160 permissions". Below a count, one chip per area of the app it reaches: a tick for the whole area, a plain chip for part of it (hover for how much), none for nothing. A Full access row has no chips.
The built-in presets
| Preset | In words |
|---|---|
| Admin | Everything, including handing out permissions, the subscription, deleting the dive center and closing pay periods, and every bill, payment and document action |
| Manager | Admin minus eight things: managing permissions, connecting or disconnecting Stripe, the subscription, deleting the dive center, creating or closing a pay period, changing business details and tax rates, exporting the activity log, and verifying the journal |
| Staff | The front desk: customers, bookings, trips end to end, the departure board, waivers, rentals, the whole rota with duties and time off, own pay, and the front desk till for bills: every bill, adding charges and discounts up to the cap, taking payments, settling and closing, and their own takings. For online payments: sending payment links; no refunds to card, Stripe settings, deposit or cancellation settings, or waiving deposits. For documents: seeing them, issuing an invoice before the close, setting Invoice to, receipts and sending documents by email; no credit notes on invoiced lines, buyer corrections, exports or document settings. No voids, refunds, closing the day or bill settings, no course teaching, no settings beyond printing the registration QR and looking at prices and seasons |
| Boat master | Divemaster plus running the trip: dive groups, participants, seating, guests, editing bookings and the departure board |
| Instructor | Divemaster plus courses: own courses, enrolments, sessions, attendance and recording certifications |
| Divemaster | The narrowest: own trips, own rota row, own pay, guest lists, waiver checks and rentals, and the bills and documents of their own guests |
Boat master and Instructor inherit the Divemaster's "own" scope, so an instructor sees only their own trips and their own row on the rota unless you widen it. The departure board is the exception: a boat master sees every boat of the departure there. Admin and Manager can also manage the TV links for it.
Staff is also what a new user starts with: the add-user dialog pre-ticks its permissions, and ticks nothing if the built-in Staff preset has been deleted.
Presets only prefill
Applying a preset copies its ticks into that one person. Afterwards the two are unrelated: editing, renaming or deleting a preset changes nobody's access, as the delete dialog says.
That is also why team members added before bills, invoices or online payments arrived do not have those permissions yet: the built-in presets gained them, so open the person and press Apply preset to give them the new set.
Create your own
Press Add preset:
- Name, 2 to 40 characters, unique.
- Start from, for new presets only, replaces the ticks with those of the preset you pick; - Empty - clears them.
- Tick at least one permission (see Permissions explained) and press Add preset.
A dive center can have up to 40 presets; at that number Add preset is unavailable and says why. Built-in presets can be edited and deleted too. A line at the foot of the list names deleted ones and offers Restore: it brings back only those, with their original permissions, and changes no other preset. One is skipped while another preset already has its English name, for example one of your own called Staff.
Renaming
Picking a preset from the suggestions under Role label stores the preset's name as the label; Apply preset leaves the role label unchanged. Only the untouched English built-in names are translated on screen; a renamed preset shows its name as typed.
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