Manage team and permissions

Invite team members and understand how roles affect what they can see and do.

Where this lives

Open Team or Permissions settings to control who can access bookings, website editing, reports, billing, and other sensitive areas.

How roles should be assigned

• Give each teammate the least access they need to do their job well.
• Owners and finance leads usually need billing and payment visibility, while operational staff may only need bookings and calendar access.
• Avoid shared logins because they erase accountability and make audit trails unreliable.

What to review regularly

• Remove or downgrade access when someone changes role or leaves the business.
• Check permissions before assuming a feature is broken for a specific user.
• Document why elevated access was granted when the reason is temporary.