Team roles

Introduction

Different team members may need access to different information within Let's Book. To control the information that a group of team members can access, you can create team roles with specific rights and limitations. This can be helpful for small businesses to limit, for example, the access that dock assistants can have, or for larger businesses to support a franchise structure.

Default roles

We have defined several default team roles:

Administrator
This person has all permissions and cannot have their permissions changed.

Operations manager
This person is responsible for managing global planning, incoming bookings, rental settings, and payments.

Planner
This person is responsible for managing the current booking schedule.

Dock host
This person welcomes customers, gives instructions, and waves them off.

Edit existing roles

Go to your team overview and click roles & permissions
Select a team role and adjust the settings

Add new role

Go to the team overview and click roles & permissions
Click 'add', and adjust the settings

Edit hierarchy

Determine which role can create and delete other roles. The role below in the list cannot remove the one above it. The most important role is administrator, which will always exist.

Go to edit hierarchy
Drag the roles into order

Add team member

Go to the team member overview
Click add team member
Enter the email address and select the role for the new team member
The new team member will receive an invitation