Configuring user access rights ensures that users can only view and perform actions relevant to their role - each user only accesses what they need, helping keep data secure and reducing the risk of errors.
Example: If the Concierge systemic role is assigned to a user, they will have access only to specific sections of the platform, such as Bookings and Calendar.
Ways to limit user access
1. Assign a role with limited permissions
When creating a new user, a role must be assigned. This can be:
To restrict access, select a system role with limited permissions (such as Concierge, Agent or Read-Only) or create a custom role tailored to the specific requirements.
2. Limiting user access to certain Categories
Access can be further limited by assigning Categories to the user. This can be done during the creation of the user or later, by editing the user.
To learn more, see How to invite and manage Users.