Roles = reusable access profiles (e.g., Admin, Manager, Reservation Manager, User, External User, API).
Permissions = specific actions a user can perform (e.g., Create Booking, Update Customer, View Availability).
You assign users to a role, and the role’s permissions apply to all users in that role.
⚠️ Note: Editing a role changes access for every user assigned to that role.
Open Roles Management
Click your avatar (top-left of the dashboard).
Choose Roles & Permissions.
You’ll land on the Roles Management page, where you can:
See each role and the number of users in it.
Switch between tabs: Users, General, Permissions.
Assign a User to a Role
In Roles Management, click the role (left column).
Go to the Users tab.
Use Search users… to find the person.
From the row actions (⋮) or within the user’s card, assign the user to the selected role.
(Add Screenshot: Users tab with search + user row)
Tip: If a user should temporarily have more access, consider creating a temporary role instead of modifying a shared role.
Create (or Rename) a Role
In Roles Management, click Actions → Create role (or open General on an existing role to rename).
Give the role a clear name (e.g., Front-Desk – Bookings Only).
Save.
Edit a Role’s Permissions
Select the role (left), then open the Permissions tab.
Find permissions by either:
Searching for a keyword (e.g., “booking”, “customer”), or
Expanding permission groups (e.g., Booking, Availability, Customer).
Toggle the switches you need.
Click Save Permissions (top-right) to apply changes.
✅ Quick actions:
Check all (group level) toggles everything in that group.
Use View own … only options to limit users to their own items (where available).
Common Permission Groups & Examples
This is a subsets of customisable attributes
Booking (18 permissions)
View Booking, View any Booking
Create Booking, Update Booking, Cancel Booking
Reschedule Booking, Update Booking Extras
Request to get Paid, See Money of Booking
Export Bookings, Confirm Booking Reservations
Get notified for own Booking only
Create Booking after cut-off hours
Update a Booking after its end
View own Bookings only, View Booker of Booking
See only the outstanding balance of booking
Booking_Transaction
Create Booking Transaction, Refund Booking Transaction
View/Update/Delete Booking Transaction
Availability
View Availability, View any Availability, View own Availability only
Create/Update/Delete Availability
View/Update Availability Notes
Customer
View Customer, View any Customer
Create/Update/Delete Customer
Notify Customer
Channel
View Channel, View Connected Products to a Channel
Connect Product to a Channel, Disconnect a Product from a Channel
AI Assistant / AI_Assistant_Message / AI_Assistant_Thread
View/Create/Update/Delete AI Assistant
View AI Assistant Inbox
View/Create/Update/Delete/Report AI Assistant Message
View/Create/Update/Delete AI Assistant Thread
Agreement_Document
View Agreement Document, View any Agreement Document
View own Agreement Documents only
Create/Update/Delete Agreement Document
Gift_Certificate / Available_Gift_Certificate
View/Create/Update/Delete …
Discount, Extra, Location, Folder, FAQ Item, Import, Groupon_Import, Custom_Document, Billing
Standard View/Create/Update/Delete style permissions, plus special options where shown.
💡 Tip: Start from the User role, enable only what’s needed, then clone it for variants (e.g., Reservation Manager with booking + payments, External User with read-only availability).
Recommended Setups (Quick Recipes)
Front Desk (Create & manage bookings only)
Enable Booking (Create/Update/Reschedule/Cancel/See Money/Request to get Paid).
Allow Customer (View/Update).
Keep Export Bookings and Confirm Booking Reservations restricted if not needed.
Reservation Manager (Bookings + payments)
Everything in Front Desk, plus Booking_Transaction → Create/Refund.
Consider Export Bookings if they handle reports.
External Partner (Read-only)
View Availability, View Booking (without money), View Customer if needed.
Use View own … only where available.
FAQs
Q: Changes didn’t apply—why?
A: Make sure you clicked Save Permissions after toggling. Refresh to verify.
Q: Can I give one user extra access without affecting others?
A: Create a new role (or clone an existing one), adjust permissions, then assign only that user.
Q: What’s the difference between “View” and “View any”?
A: View shows items the user is allowed to see (often scoped to their own). View any grants access to all items of that type.
Troubleshooting
I can’t find a permission: Use the search bar with a simple keyword (e.g., “export”, “refund”, “availability”).
User still can’t perform an action: Check for related permissions (e.g., to refund you need Booking_Transaction rights, not just Booking).
Too much access: Remove “any” level permissions (e.g., View any Booking) and prefer “own only” variants.