How Permissions Work
Permissions follow the formatresource:action. Each role defines which resource-action combinations are allowed.
Resources
| Resource | What it controls |
|---|---|
| message | Inbox conversations and guest messages |
| agent | AI agent configuration and management |
| knowledgebase | Knowledge base articles and content |
| label | Labels and condition rules |
| sandbox | Sandbox testing environment |
| workspace | Workspace settings and configuration |
| workspaceuser | Team member management |
| property | Property details and configuration |
| booking | Reservation data and management |
| task | Issues and task management |
| upsell | Upsell campaigns and tracking |
| notification | Notification preferences |
| user | User profile management |
| role | Role creation and permission editing |
Actions
| Action | Description |
|---|---|
| view | Read-only access |
| edit | Modify existing items |
| create | Create new items |
| delete | Remove items |
Creating Custom Roles
- Navigate to Settings → Workspace → Roles
- Click Create Role
- Name the role (e.g., “Property Manager”, “Guest Support”, “Admin”)
- Toggle permissions on/off for each resource-action combination
- Save the role
Example Roles
| Role | Permissions |
|---|---|
| Admin | Full access to everything |
| Property Manager | View/edit properties, bookings, messages. No access to workspace settings or billing. |
| Guest Support | View/edit messages, view properties and bookings. No agent configuration. |
| Viewer | View-only access to messages, properties, and dashboard |

