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How to Set or Edit Permissions for a Secondary User
How to Set or Edit Permissions for a Secondary User

You can choose which properties and areas of your account your secondary users can view and edit

Pierre-Camille Hamana avatar
Written by Pierre-Camille Hamana
Updated over 2 months ago

User Management allows you to create customized access and permissions for each secondary user on your team. This allows you to restrict or allow access to certain features on Hospitable. For example, you can allow your cleaner to view only their tasks, or you can give a property owner access to their messages and calendar.

How to Add, Edit, or Remove a Secondary User

You can invite a Secondary User by going to Settings > User Management.

  • Add a new user by clicking on + Invite a user.

  • Make edits or remove a secondary user by clicking on their name.

    • To delete a user: scroll down to the bottom of their user page and select Delete user

    • To edit a user: make any changes and click Update

    • Step-by-step instructions can be found here

How to Change or Set Permissions for a Secondary User

When creating or editing a secondary user (Settings > User Management > click on the User or select +Invite a User if creating a new one), you'll first select Full access or Custom access.

  • Full access gives the user full permissions and access to your Hospitable account. Note, however, that secondary users do not have access to billing, muting or unmuting properties, or accessing API keys.

  • Custom access allows you to set which permissions the user will have.

Set Permissions

If you selected Custom access, you'll need to choose which of these to add to the secondary user:

Permission

Optional Sub-Permission

Description

Reservations

(Can not be removed)
View reservations dates, duration, guest information, & status

Reservations

Display financial data

View the fees for a reservation

Reservations

Manage Reservations

Add manual reservations & update manual reservations

Inbox

Access to the inbox to message guests and accept or decline bookings.

Display and allow input of notes that can be shown on the conversation page and on the Calendar when a reservation is selected.

Calendar

Access the calendar

Calendar

Display pricing

Display nightly rates

Calendar

Update pricing and min stay

Ability to edit the nightly rate & min stay

Calendar

Update availability

Ability to block out dates on the calendar

Properties

View & update property information & tags.

Guest Experience

Full access to Guest Experience

Add / edit / view: review rules, messaging rules, custom codes, canned responses, and message logs.
(This allows a user to edit upcoming scheduled messages.)

Operations

Full access to Operations

Add / edit / view: task rules, teammates, notification rules, and log.

Tasks

View tasks associated with Properties they have access to in the Properties Scope

**Tasks can still only be assigned to Teammates added in the Operations section**

Tasks

Update their tasks

Update tasks assigned to the user

(There must be an email match between the user and their Teammate profile)

Tasks

Update all tasks

View & update all tasks, regardless of assignment

Apps

Full access to Apps

Add / edit / view: webhooks, email routing, & third party integrations like (Mailchimp, Flightaware, Autohost and Pricelabs).

(Also allows users to suggest integration ideas)

Metrics

Full access to Metrics

Ability to export data about reservations, reviews, tasks and payouts.

Direct

Full access to the Direct booking site

Add / edit / preview sites and site information.

Direct

Display financial data

Allows access and visibility to Payout Methods and Payout History

Devices

View Access to the Device Dashboard and Setup page

Devices

Create, Update, Delete, Lock/Unlock

Write capabilities to the Devices Dashboard and Setup Page

Allow users to connect, delete, and update devices

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