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Dashboard

Understanding Roles & Permissions

SuiteOp uses a role-based permission system to control what each team member can see and do. Every member of your organization is assigned a role, and each role comes with a default set of permissions. You can also create custom permission sets for team members who need a non-standard configuration.

Roles are ranked by authority level. A user can only manage (invite, edit, or remove) other users whose role is below theirs in the hierarchy.

PriorityRoleDescription
1 (highest)OwnerFull access to everything. Can manage all users, billing, and account settings.
2AdminFull access to everything. Functionally equivalent to Owner for day-to-day operations.
3ManagerBroad operational access. Can manage properties, reservations, tasks, devices, users, workflows, and organization settings. Cannot access account-level admin functions.
3CustomSame hierarchy level as Manager. Permissions are manually configured per user.
4MemberBasic access. Can view the dashboard, properties, reservations, and devices. No edit permissions.
5Field SupervisorField operations focus. Can view and manage tasks, view properties, reservations, devices, lock codes, staff codes, and events.
6Field Team MemberMinimal field access. Can view the dashboard, tasks, properties, reservations, and devices.
7 (lowest)ViewerRead-only access. Can view the dashboard, properties, and reservations only.

Each role comes with a preset collection of permissions. The table below shows which permissions are enabled by default for each role.

Owner and Admin roles have all permissions enabled. They can access every module and perform every action in the platform.

Managers have broad access across most modules:

ModulePermissions
DashboardView
TasksView, Modify
DevicesView, Control
PropertiesView, Modify
ReservationsView, Modify
Portals (Guides)View, Modify
IntegrationsView
OrganizationView, Manage
UsersView, Manage
Access CodesView lock codes, Manage lock codes, View staff codes
EventsView
AnalyticsView
WorkflowsView
PaymentsView
InboxView, Manage

Field Supervisors are designed for team leads who oversee on-site operations:

ModulePermissions
DashboardView
TasksView, Modify
DevicesView
PropertiesView
ReservationsView
Access CodesView lock codes, View staff codes
EventsView

Field Team Members have the minimum access needed to do their on-site work:

ModulePermissions
DashboardView
TasksView
PropertiesView
ReservationsView
DevicesView

Members have basic read-only access:

ModulePermissions
DashboardView
PropertiesView
ReservationsView
DevicesView

Viewers have the most restricted access:

ModulePermissions
DashboardView
PropertiesView
ReservationsView

The Custom role starts with no permissions. When you assign this role, you manually select exactly which permissions the user should have using the checkboxes in the Permissions tab.

Permissions are grouped into the following categories. Each category contains one or more granular permissions:

CategoryAvailable Permissions
DashboardView
TasksView, Modify, Delete
Task TemplatesView, Manage, Delete
DevicesView, Control, Modify
PropertiesView, Modify, Delete
ReservationsView, Modify
PortalsView, Modify, Delete
IntegrationsView, Manage
OrganizationView, Manage
UsersView, Manage, Delete
Access CodesPrivate code, View lock codes, Manage lock codes, View staff codes
EventsView
AnalyticsView analytics, View logs
WorkflowsView, Manage, Delete
PaymentsView, Manage
InboxView, Manage
Booking EngineView, Manage
AccountAccount admin

To change a team member’s role or customize their permissions:

  1. Navigate to Organization > Members in the sidebar
  2. Select the team member you want to update
  3. Go to the Permissions tab
  4. Select a role from the dropdown, or choose Custom to manually configure permissions
  5. If using a custom role, check or uncheck individual permissions as needed
  6. Click Update to save

For step-by-step instructions, see Managing User Access & Permissions.