Custom roles
Create a role with a little more or less than the basic one: a housekeeper who inspects, a manager without reports.
Who it is for: Owners and managersUltimate plan and aboveCustom roles are created by the owner, on the Team page → Roles and permissions.
A new role
- Press New role.
- Enter the Role name and choose the Built on.
- Tick the permissions and press Create role.
Permissions
A role based on front desk, housekeeper or maintenance has everything the basic role has, plus what you tick:
| Permission | What it adds |
|---|---|
| Sees every room and task | Looking only, no changes. |
| Reviews and approves finished work | Approves or sends back other people's finished tasks. Never their own work. |
| Assigns tasks | Gives unfinished tasks to other people. |
A role based on manager has everything a manager has, except what you turn off:
| Permission | What it takes away when off |
|---|---|
| Manages the team | Inviting and removing people and giving roles. |
| Sees reports and history | Reports and the change history. |
Giving a role
On the Team page, next to a member, choose the role in the Role field. Only roles that match that person’s basic role are offered.
Remove role returns everyone who had it to their basic role.