Staff Roles and Permissions
Field staff (housekeepers, maintenance, pool, garden, and the rest) work in the Staff Portal. Their position in Staff Management decides their department and, for a few positions, adds extra access.
Office roles such as Administrator, Property Manager, Reservations, and Accounting are set on Users & Roles. See Users and Roles and Role-Based Permissions.
What Field Staff Can Do
In the staff portal, every staff member can:
- See and work on the tasks assigned to them: start them, tick checklists, add notes and photos, and complete them.
- See their shifts and request time off.
- See the properties they are assigned to.
- Update their own profile.
They can't see other people's tasks, bookings, rates, or money.
Positions That Add Access
| Position | Extra access |
|---|---|
| Concierge, Head Concierge | Concierge access: the concierge tools, plus a read-only view of the Tasks board. |
| Head Housekeeper, Maintenance Manager | A read-only view of the company occupancy calendar. |
This access follows the staff profile. Moving the person to another position, or making them anything other than Active, removes it.
Who Manages Staff and Tasks
| Action | Who |
|---|---|
| Open Staff Management, the schedule, and staff reports | Administrators and property managers |
| Create, edit, assign, verify, and cancel tasks | Administrators and property managers |
| View the Tasks board (read-only) | Reservations agents and concierges |
| Approve or deny time off | Administrators and property managers |
Changing a Position
- Open Staff Management and click the staff member.
- Click Edit.
- Choose the new Position.
- Click Save Changes.
Common Questions
Can I create custom positions? No. Pick the closest position, or Other.
Can a staff member also be an office user? Yes. A person can hold several roles. Add the office role on Users & Roles.
Related
- Users and Roles: Office accounts and roles.
- Role-Based Permissions: The full permission breakdown.
- Staff Management: Managing the staff team.