Role-Based Permissions
Argonautas decides what each person can see and do from the roles (or hats) on their user account. A person can hold several hats, and gets the combined access of all of them. This page shows what each hat allows. To give someone a hat, see Users and Roles.
How Hats Combine
- Access adds up. If any of a person's hats allows a screen or action, they have it. There is no hat that takes access away.
- One sidebar. The sidebar shows every section the person's hats allow. A person whose only hat is Concierge keeps the dedicated concierge portal layout instead.
- Enforced on the server. Screens and buttons a person can't use are hidden, and Argonautas also refuses the action itself if they reach it another way.
- Company-wide. Within your company, access is by hat, not by property. A hat that shows bookings shows all of your company's bookings.
Earns commission is not a hat. It opens no screens. It only makes a person eligible to be credited and paid commission. See Agent Commissions.
Sidebar by Hat
"Yes" means the hat shows the item in the sidebar.
| Sidebar item | Admin | Property Manager | Reservations | Accounting | Concierge |
|---|---|---|---|---|---|
| Dashboard | Yes | Yes | Yes | Yes | -- |
| Properties | Yes | Yes | Yes | -- | -- |
| Bookings, Guests | Yes | Yes | Yes | View only | Yes |
| Calendar | Yes | Yes | Yes | -- | Yes |
| Messages, Tasks, Maintenance | Yes | Yes | Yes | -- | -- |
| Reviews, Templates | Yes | Yes | Yes | -- | Yes |
| Staff Management | Yes | Yes | -- | -- | -- |
| Concierge section | -- | -- | -- | -- | Yes |
| Rates & Pricing, Taxes & Fees | Yes | Yes | -- | -- | -- |
| Partner Billing | Yes | Yes | -- | Yes | -- |
| Agent Commissions, Agency Payouts | Yes | Yes | -- | Yes | -- |
| Reports | Yes | Yes | -- | Yes | -- |
| Channel Manager, Alerts, Providers | Yes | Yes | -- | -- | -- |
| Owners | Yes | Yes | -- | Yes | -- |
| Partners, Service Catalog | Yes | Yes | -- | -- | -- |
| Users & Roles, Activity Log | Yes | Yes | -- | -- | -- |
| Settings | Yes | Yes | -- | Payments tab only | -- |
The Concierge section appears only for people who hold the Concierge hat, whatever other hats they have.
Key Actions by Hat
Bookings and Guests
| Action | Admin | Property Manager | Reservations | Accounting | Concierge |
|---|---|---|---|---|---|
| View bookings and guests | Yes | Yes | Yes | Yes | Yes |
| Create, edit, or cancel bookings; edit guests | Yes | Yes | Yes | No | Yes |
| Change a booking's Reservations Agent | Yes | Yes | Yes | No | -- |
| Split a booking's commission credit | Yes | Yes | Yes | Yes | No |
Once any agent's commission payout on a booking has been marked paid, that booking's Reservations Agent and commission credit are locked for everyone until the payout is marked unpaid again. See Agent Commissions.
Money
| Action | Admin | Property Manager | Reservations | Accounting | Concierge |
|---|---|---|---|---|---|
| Record a payment, send a payment link | Yes | Yes | Yes | Yes | No |
| Refund a payment on a booking | Yes | Yes | Yes | Yes | No |
| Claim or release a security deposit | Yes | Yes | No | Yes | No |
| Financial reports and exports | Yes | Yes | No | Yes | No |
| Agent and agency commission reports; mark payouts paid | Yes | Yes | No | Yes | No |
| Partner billing | Yes | Yes | No | Yes | No |
| Payment providers (Settings > Payments) | Yes | Yes* | No | Yes | No |
| Owners' bank and payout details | Yes | Yes* | No | Yes | No |
| Turn the banking restriction on or off | Yes | No | No | No | No |
* Not when the banking restriction is on. See below.
Configuration and Team
| Action | Admin | Property Manager | Reservations | Accounting | Concierge |
|---|---|---|---|---|---|
| Edit properties | Yes | Yes | Yes | No | No |
| Rates, taxes and fees, channels | Yes | Yes | No | No | No |
| View owners | Yes | Yes | No | Yes | No |
| Add or edit owners | Yes | Yes | No | No | No |
| Commission settings (default rates, default agent, fees in base, sales threshold) | Yes | Yes | No | No | No |
| Settings tabs other than Payments | Yes | Yes | No | No | No |
| Add users and change their roles | Yes | Yes** | No | No | No |
** When the banking restriction is on, only an admin can give or remove the Administrator or Accounting role.
The Banking Restriction
An administrator can turn on Banking details visible to Accounting and Admin only at the top of Settings > Payments. It is off by default. When it is on:
- Property managers no longer see or change payment providers, and can't open owners' bank and payout details.
- Everyone who could before can still send payment links and record payments. Sending a link doesn't expose any bank details.
- Reservations users can still refund payments.
- Only an administrator can give or remove the Administrator or Accounting role, so a property manager can't lift the restriction by changing their own roles.
- Only an administrator can turn the restriction off again.
Other Portals
Some people don't use the main admin screens at all:
- Owners use the Owner Portal to see their own properties.
- Field staff (housekeeping, maintenance) use the Staff Portal for their tasks and schedule. See Staff Roles for what each staff position can do.
- Guests use their guest portal for their own booking.
Tenant Isolation
All permissions apply within your company:
- Users in one company can never see another company's data.
- This is enforced by the server on every request, not just in the screens.
- Administrators have full access within their own company only.
Common Questions
Can I create custom roles or tick individual permissions? No. Access comes from the five hats above. Combine hats to fit how each person works.
How do I check what a user can access? Open them in Users & Roles to see their roles, then read across the tables above. Their access is everything any of their roles allows.
When does a role change take effect? The server applies the new rules straight away. The person's sidebar and screens update the next time their profile loads, for example when they sign in again or refresh the app.
Why can't our Accounting user edit a booking's dates? Accounting is deliberately view-only on bookings and guests. They can still record payments, send payment links, refund, and split commission credit. Give them the Reservations hat as well if they also need to edit bookings.
Related
- Users and Roles: Adding users and choosing their roles.
- Agent Commissions: Who earns commission and how it's paid.
- Staff Roles: Staff positions in the staff portal.
- Settings Guide: System configuration overview.