If you are an account admin, you can manage permissions for new or pre-existing users in your Account Settings.

Below is a breakdown of the available permissions and what each permission controls.

Files

View all files

✅ Toggled on:

• Can access, edit, and delete all files on the Files dashboard, regardless of who the file owner is
  

❌ Toggled off:

• Can access, edit, and delete only files where they are the file owner

Generate bednight reports

✅ Toggled on:

• Can generate bednight reports from the More Options dropdown

❌ Toggled off:

• Cannot generate bednight reports.

Manage dashboard stages

✅ Toggled on:

• Can create, edit, and delete custom dashboard stages from the More Options dropdown

❌ Toggled off:

• Can see different stages and move files between them, but cannot create new ones or edit or delete existing ones

Export dashboard data (includes financials)

✅ Toggled on:

• Can export all Dashboard data from the More Options dropdown

❌ Toggled off:

• Cannot export any Dashboard data

Content Library

Can create, edit, and delete Content

✅ Toggled on:

• Create, edit, and delete content pages in the Content Library

❌ Toggled off:

• Cannot create, edit, or delete content pages in the Content Library

​​Contacts

Access contacts

✅ Toggled on:

• Can access the Contacts tab and view and update all contact profiles

❌ Toggled off:

• Cannot access the Contacts tab at all

Export contacts

✅ Toggled on:

• Can export a detailed CSV of all contacts

❌ Toggled off:

• Cannot export a detailed CSV of all contacts
  

View credit card details

✅ Toggled on:

• Can view one of the following options:
• 1. My Own: The user can only view the credit card information for credit card authorization links they generated.
  2. All: The user can view all credit card information regardless of who generated the credit card authorization link.

❌ Toggled off:

• Cannot view any credit card information even if they generated the authorization link.

Financials

Access financials module

✅ Toggled on:

• Read-Only - View invoices, expenses, and Financials ledgers (ie the Financials module and the Financials tab on expanded files from the Files dashboard)
• Full Access - Can create, edit, and delete invoices and expenses

FOR

• All Files - Can see everything
• Own Files - Only relating to files where they are the File owner
• Sales Consultant Files - Only relating to files where they are a Sales Consultant on the file

❌ Toggled off:

• The Financials module is hidden from the menu. The user will not have access to any invoicing or financial information, nor be able to create, edit, or delete any invoices or expenses.

Export financial data

✅ Toggled on:

• Can export a detailed CSV of all financial data from the More Options dropdown on the Financials module

'❌ Toggled Off

• Cannot export a detailed CSV

View financial statistics

✅ Toggled on:

• Can view the Statistics tab, which displays Total Projected Profit and Total Booking Revenue

'❌ Toggled Off

• Cannot view the Statistics tab

Manage Flowbrite payments

✅ Toggled on:

• Can link Flowbrite beneficiaries to SP contacts and initiate supplier/ expense payments via Flowbrite.

'❌ Toggled Off

• Cannot link beneficiaries nor manage payments via Flowbrite

Forms

Edit all forms

✅ Toggled on:

• Can edit and delete all forms, regardless of who created the form

❌ Toggled off:

• Cannot edit forms other than those they have created

Messaging

Manage message templates

✅ Toggled on:

• Can edit all messaging templates

❌ Toggled off:

• Cannot edit messaging templates other than those they have created

Templates

Can create, edit, and delete team-wide templates

✅ Toggled on:

• Can make any template available for the team, and can edit and delete any team-wide templates
• • These include email task templates, the email templates used when sharing content using the Share via Email option, itinerary, lookbook, travel dashboard, guest portal, and invoice templates, and the templates for terms & conditions associated with credit card authorizations

❌ Toggled off:

• Can only create, edit, and delete templates for themselves that are not accessible by anyone else on the team

Integrations

Manage financial integrations

✅ Toggled on:

• Can connect or disconnect from any of the available payment processors, including Stripe, Flywire, PPS, NMI, and Flowbrite
• Can connect with Google Sheets integration
• Can connect Zapier

❌ Toggled off:

• Cannot connect or disconnect from any of the available payment processors, including Stripe, Flywire, PPS, NMI, and Flowbrite
• Can connect with Google Sheets integration
• Can connect Zapier

Manage insurance integrations

✅ Toggled on:

• Can connect or disconnect from Redpoint travel insurance integration
• Can connect with Google Sheets integration
• Can connect Zapier

❌ Toggled off:

• Can connect or disconnect from Redpoint travel insurance integration
• Can connect with Google Sheets integration
• Can connect Zapier

Keywords: User permissions, Manage users, Assign permissions, Change user permissions, Account permissions