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Permissions and default roles

Every permission you can switch on or off for a role, what it unlocks, which default roles have it, and each role's discount limit.

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A role is a set of permissions. Each person in the team has one role, and sees only the screens and buttons their role allows. Permissions are switched on or off for a role in Team and roles → Roles and permissions, grouped as below. The key in the last column is the permission's code, as the system uses it.

The Owner role always has every permission; its switches cannot be turned off.

Sales

Permission What it unlocks Default roles Key
See leads The Leads screen, and leads on the customer's file and in reports. Owner, Manager, Sales leads.view
Add and move leads Add and edit leads, move them between stages, mark them lost. Owner, Manager, Sales leads.manage
See quotations The Quotations screen and each quotation. Owner, Manager, Sales quotes.view
Create and send quotations Create, edit and send quotations, and turn one into a booking. Owner, Manager, Sales quotes.manage
See bookings The Bookings screen, each booking and the booking reports. All six default roles bookings.view
Create bookings New booking, from bookings, trips, leads, quotations and the dashboard. Owner, Manager, Sales bookings.create
Edit bookings Change a booking: travellers, items, documents and due dates. Owner, Manager, Sales bookings.edit
Cancel bookings Cancel a booking and restore a cancelled one. Owner, Manager bookings.cancel
Give discounts Give a discount on a booking, up to the role's discount limit. Owner, Manager, Sales bookings.discount

Travel

Permission What it unlocks Default roles Key
See trips and packages The Trips and packages screen and each trip. All six default roles trips.view
Build and publish trips Create, edit, publish and copy trips, and their customer app settings. Owner, Manager, Operations trips.manage
See hotels and rooms The Hotels and rooms screens. Owner, Manager, Sales, Operations, Viewer hotels.view
Manage hotels and contract rooms Add and edit hotels, contract rooms for trips, the rooming list. Owner, Manager, Operations hotels.manage
Move guests between rooms Give rooms to guests and move them between rooms. Owner, Manager, Sales, Operations rooms.assign

People

Permission What it unlocks Default roles Key
See customers The Customers screen and each customer's file. All six default roles customers.view
Add and edit customers Add, edit, import and merge customers. Owner, Manager, Sales customers.manage
Chat with customers (inbox) The Inbox screen: read and answer customer chats. Owner, Manager, Sales inbox.manage
Manage portal offers and promo codes The Offers screen: offers in the customer app and promo codes. Owner, Manager offers.manage
Adjust customer points and credit Add or take away a customer's points and credit by hand. Owner, Manager loyalty.adjust
See travellers The Travellers screen. Owner, Manager, Sales, Operations travellers.view
Add and edit travellers Add travellers and edit their details and passports. Owner, Manager, Sales, Operations travellers.manage
See full passport numbers Passport numbers in full; without it they are partly hidden. Owner, Manager, Sales, Operations passports.view

Operations

Permission What it unlocks Default roles Key
See documents The Documents screen. Owner, Manager, Sales, Operations documents.view
Upload and send documents Upload documents and send them to the customer. Owner, Manager, Sales, Operations documents.manage
Delete documents Delete a document. Owner, Manager, Operations documents.delete
See departures The Departures screen. Owner, Manager, Operations departures.view
Export manifests and rooming lists Download passenger manifests and rooming lists. Owner, Manager, Operations manifests.export
See tasks The Tasks screen, tasks on the dashboard and trip checklists; tick tasks done or reopen them. Owner, Manager, Sales, Operations tasks.view
Create and assign tasks Create tasks, change them and give them to a colleague. Owner, Manager, Sales, Operations tasks.manage

Money

Permission What it unlocks Default roles Key
See payments The Payments screen and the payments on each booking. Owner, Manager, Sales, Finance payments.view
Record payments Record payments, create and cancel payment links, send payment reminders. Owner, Manager, Sales, Finance payments.record
Refund payments Give refunds, by hand or back to the card. Owner, Manager, Finance payments.refund
Approve transfers customers report Confirm or reject the bank transfers customers report. Owner, Manager, Finance payments.approve
See the gateway log and reconciliation The payment gateway log and the reconciliation checks. Owner, Manager, Finance payments.gateway
Issue invoices and credit notes Issue tax invoices, credit notes and debit notes. Also shows E-invoices in the menu (read only) when the agency has a branch in Saudi Arabia. Owner, Manager, Finance invoices.manage
Set up and send e-invoices (ZATCA) Settings → E-invoicing (ZATCA) (even without Change settings), the E-invoices menu item and its Devices and setup button, and sending or regenerating e-invoices. Owner, Manager, Finance einvoicing.manage
See suppliers The suppliers list and its export. Owner, Manager, Operations, Finance suppliers.view
Manage suppliers and costs Add suppliers, record their costs and the payments made to them. Owner, Manager, Operations, Finance suppliers.manage
See supplier costs and margins Costs and margins on trips, quotations and reports. Owner, Manager, Operations, Finance costs.view
See profit Profit on reports, trips and the owner's phone. Owner, Manager, Finance, Viewer profit.view

Insights

Permission What it unlocks Default roles Key
See the dashboard The Dashboard, its alerts and the Owner's phone. All six default roles dashboard.view
See reports The Reports screen, including the VAT report. Owner, Manager, Finance, Viewer reports.view
Export reports Export reports and the accounting journal, and open Settings → Accounting read only (through Account mapping). Owner, Manager, Finance reports.export

Admin

Permission What it unlocks Default roles Key
Change settings Every Settings screen, the setup steps and connection tests. Without it, Settings shows only the sections another permission opens: E-invoicing (ZATCA) and a read-only Accounting. Owner, Manager settings.manage
Manage the team The Team tab: invite, edit and disable people, send reset links, two-step sign-in per person. Owner users.manage
Manage roles The Roles and permissions tab: create roles and switch permissions. Owner roles.manage
See the audit log The audit log in Settings → Data and logs. Owner, Manager audit.view
Export all data Download all the agency's data from Data and logs. Owner data.export
Manage the plan and pay invoices Change the plan, undo a scheduled change, cancel or reactivate (also after the subscription ended), pay invoices (including Pay now on the overdue bar) and set the billing email. Owner billing.manage
See and work in every branch Every branch; without it, a person works only in their own branch. Owner, Manager, Finance branches.all

Default roles

Every new agency starts with these six roles. You can change their switches, rename them or create new roles.

Role Discount limit What it is for
Owner 100% Runs the agency. Every permission, always, including the team, roles, data export and billing.
Manager 15% Runs the daily work. Every permission except Manage the team, Manage roles, Export all data and Manage the plan and pay invoices.
Sales 5% Sells: leads, quotations, bookings, customers, travellers, documents, tasks, payments (see and record), inbox and dashboard.
Operations 0% Delivers the trips: trips, hotels and rooms, travellers, documents, departures, manifests, tasks, suppliers and costs.
Finance 0% Handles money: payments, refunds, transfers, invoices and e-invoices, suppliers, costs, profit, reports, every branch.
Viewer 0% Looks without changing: bookings, trips, hotels, customers, dashboard, reports and profit.

The discount limit is the largest discount, as a percentage of the booking, that people with the role can give. It shows under Give discounts for each role on Roles and permissions.

Note

Some screens also depend on the branch: without See and work in every branch, a person sees only the records of their own branch, whatever their other permissions.

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