Create or change a role

Create a role when none of the existing roles fits a job, for example a hotel coordinator who handles rooms but should not see payments. You can also change the default roles, except Owner.

Before you start

• Your role needs Manage roles.

Steps

Create the role

1. Open Team and roles → Roles and permissions and press New role.
2. Type the Role name in English, for example Hotel coordinator. It is required.
3. Type the Role name in Arabic if you want the Arabic screens to show its own name.
4. Under Start from, choose the role closest to the job. It starts on Operations; each choice shows its number of permissions. Nothing (no permissions) starts empty.
5. Press Create role. The message … created. Adjust its switches below. appears and a new column is added.

Choose its permissions

1. Find the new role's column. To compare it with another role only, use the Compare buttons and tick Only where they differ.
2. Switch each permission on or off. Each change is saved at once with Permission updated and recorded in the audit log.
3. To change a whole group (for example Money), press All or None in the group's row.
4. If Give discounts is on, type the highest discount in up to … % (0 to 100, as a share of the booking). It is saved when you leave the box or press Enter: Discount limit saved.

Give the role to people

1. On the Team tab, open a person's row menu and choose Edit, or invite someone new.
2. Choose the role under Role. If the role does not have See and work in every branch, choose a Branch too: it is required.
3. Press Save (or Send invitation).

Rename or delete a role

1. Open the menu in the role's column header.
2. Choose Rename, change Name in English or Name in Arabic, and press Save: Role renamed.
3. Or choose Delete role and confirm Delete the … role? with Delete: Role deleted.

After you change a role

• People with the role see the change the next time their page loads. They do not need to sign out.
• Every change is written to the audit log with who made it and when, for example Role … changed.
• The new role appears in the Role list of the invitation and edit windows.
• If you switch off See and work in every branch for a role, its people without a branch get the agency's main branch, so they keep seeing work: Branches and who sees what.

If something goes wrong

• Move the … people in … to another role first: a role with people in it cannot be deleted. Give them another role on the Team tab first.
• The Owner column has no switches and no menu: the owner always has every permission, and the role cannot be renamed or deleted.
• up to … % is missing: switch Give discounts on for that role first.
• Create role is greyed out: type the English name.