Example role setups

Common team setups and the role that fits each one. Start from the built-in role mentioned, copy it if you need changes, and adjust the permissions.

Where to find it

Backoffice › Settings › Account Management › Roles & Permissions. Use Copy on a built-in role, or New Role.

What it does

Who	Start from	Change	Result
Floor staff who only use the Host App	Copy Operator	Untick Open the back office	Runs service, seats guests and takes bookings in the Host App. Sees "No access to the back office" in the Backoffice.
Manager who runs the floor from the Host App	Copy Manager	Untick Open the back office and Open or close time slots, sections and days (day overrides)	All daily operations in the Host App, but no Backoffice and no closing of slots.
Host who takes bookings but doesn't cancel	Operator as is	–	Can view, create and edit reservations and move tables, but not cancel.
Someone who designs the floor plan	New Role, Write	Tick View floor plan, Edit floor plan layout and Create, edit, and delete tables and sections	Can change tables and sections without being an admin, but can't edit reservations.
Team lead who manages staff	Copy Manager	Tick Manage users and invitations	Can invite people and change non-admin roles. Can't make anyone an admin.
Accountant or owner's partner who only looks	Viewer as is, or New Role, Read	Tick View analytics and reports and View gift voucher reports	Sees reports, changes nothing.
Area manager for some venues	Admin, with Admin reach set to Assigned locations only	–	Full admin rights on their own venues only. See "Manage users across locations (HQ User Management)".

How to set one up

1. On Roles & Permissions, click Copy next to the built-in role in the table, or New Role.
2. Give the role a clear name that says what it's for, for example "Floor staff (Host App only)".
3. Change the permissions as listed and click Create Role.
4. Give the role to the people concerned. See "Give someone a role".
5. Ask them to reload, and check with them that they see what they need.

Good to know

• A clear role name helps everyone. The name shows in user lists and role dropdowns.
• Prefer one custom role per job over many small differences. It's easier to keep track of.
• To give one person different rights at one location, use a location role in HQ › User Management rather than a new custom role.
• See "Permission reference" for every permission and which built-in roles have it.

Troubleshooting

The floor designer can't open the floor plan editor Check that Open the back office is still ticked on their role. The floor plan editor is in the Backoffice.

The team lead can't change someone's role That person is an admin, or the team lead tried to change their own role. Only Owners and Admins can do that. See "Who can change roles".