Team roles and permissions: Admin, Manager and Staff

What each role can do

• Everyone: see the dashboard, bookings and customers; create and update bookings, confirm, reject or cancel them and record payments; review customer documents.
• Admin and Manager: add, edit and delete vehicles, brands, types and calendar blocks; delete bookings, write off balances, mark deposits refunded and verify payments; delete customers, sign in as a customer and export customers; open reports and export revenue; manage coupons, seasonal rates and booking forms; delete chat conversations.
• Admin only: settings, billing and plan, payment methods, domain and email, and team members.

Add a team member

1. Open Settings, then Team, and choose to add a team member.
2. Enter their details and pick Manager or Staff.
3. They receive a welcome email to set up their sign-in. They can change the password and turn on two-factor sign-in themselves.

Changing or removing access

You can change a member's role, deactivate and reactivate them, resend an invitation, reset their two-factor sign-in or delete them. Deactivate someone the day they leave.

How many team members

The number of team members depends on your plan. The team page tells you when you are at the limit, and the pricing page compares plans.