Job roles: choose who sees what
Make roles like Receptionist or Night manager, tick what each can open, and give them to people.
Without a job role, a manager has full access (except billing and changing roles) and staff handle requests and housekeeping. A job role changes that: tick the parts of the app the role opens, such as Front desk, All requests, Stock and suppliers, Reports and money, Payroll, Team or Business settings.
- 1Open Team and scroll to Job roles.
- 2Add a ready-made role (Receptionist, Housekeeper, Accountant, Night manager…) or make your own and tick what it can open.
- 3In the list of people, choose the job role next to each person and press Save. It applies at once.
Managers who run the team can make roles for staff too, but only with access they have themselves, and they can't change another manager's. Owners always have everything.