⚠️ Only Account Admins can manage user permissions.

You can manage permissions for new or pre-existing users in your Account Settings. Here are what permissions are available and what each of them means.

📃 Dashboard

View All Files

✅ Toggled on:

• View and manage everyone on the team's files on the Dashboard.

❌ Toggled off:

• View and manage only their own files on the Dashboard.

Generate Bednight Reports

✅ Toggled on:

• Can generate reports, such as Bednight Reports.

❌ Toggled off:

• Cannot generate reports.

Manage Dashboard Stages

✅ Toggled on:

• Can edit or delete pre-existing stages and create new ones.

❌ Toggled off:

• Can see different stages and move files between them.

Export Dashboard Data (includes financials)

✅ Toggled on:

• Can export all Dashboard data.

❌ Toggled off:

• Cannot export any Dashboard data.

📰 Content Library

Can Create, Edit, and Delete Content

✅ Toggled on:

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

❌ Toggled off:

• Cannot create, edit, or delete content in the Content Library (including not being able to duplicate pages or create or modify any Itinerary, Lookbook, Guest Portal, or Invoice Templates). Can only insert pages into proposals or start from a template.

​​🧑‍🤝‍🧑 Contacts

Access Contacts

✅ Toggled on:

• Can view the Contacts tab.

❌ Toggled off:

• Cannot view the Contacts tab.

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:

• User 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:

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

💰 Financials

Access Financials Module

✅ Toggled on:

• Read-Only - View existing financial files only.
• Full Access - Can create, edit, and delete financial files.

FOR

• All Files - Access all financial files created by any team member.
• Own Files - Access only the files the user has created.
• Sales Consultant Files - Access files where an agent is listed as the Sales Consultant.

❌ Toggled off:

• The Invoicing & Financials module is hidden from the menu. The user will not have access to any invoicing or financial information.

Export Financial Data

✅ Toggled on:

• Can export a detailed CSV.

'❌ Toggled Off

• Cannot export a 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 manage payments in Flowbrite.

📝 Forms

Edit All Forms

✅ Toggled on:

• Can edit all forms.

❌ 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.

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