Workspace roles and access

The workspace

A workspace is the shared operating home for one hosting business. It brings the business and its day-to-day work together in one place.

Shared does not mean equal visibility or control. Each person's role determines what they can see, change, and operate.

Admin portal

Only the workspace owner uses the Admin portal. The Admin portal uses the Admin account email and password and is where the owner configures the workspace, AI, listings, team accounts, channels, billing, and settings. Admin credentials are private and must not be shared with Managers or Staff.

Workspace login portal

The workspace portal is a workspace-specific login portal for Managers and Staff. The Admin can find the workspace portal URL once onboarding and workspace setup are complete and send it with each person's private 6-digit code. The code identifies the person's role and limits access. Managers and Staff must not use the Admin portal or the Admin's credentials.

How access is set up

Admin completes onboarding and workspace setup.
Admin gets the workspace login portal URL.
Admin creates Manager and Staff accounts.
Admin sends the portal URL and each person's code privately.
Each person signs in through the workspace portal and receives the experience for their role. That experience includes only the access available to that role.

Admin: own the workspace

Admin owns and configures the workspace, including people, settings, AI, channels, listings, and billing.

Manager: run operations

Manager operates across the workspace, coordinating listings, schedules, tasks, and checklists. Managers handle guest-conversation handoffs through the manager channel, especially issues needing coordination, approval, or policy/host decisions, without changing core administration.

Staff: complete assigned work

Staff see their own schedule and assigned tasks, complete checklists, and submit proof without workspace-wide visibility. Staff receive and complete property-level operational handoffs, tasks, and assigned tickets through the staff channel, including guest-related operational work. They do not handle guest-conversation handoffs requiring host decisions. They cannot configure AI, manage users, or change workspace settings.

How access differs

Access area

Admin

Manager

Staff

Email and password

Workspace URL + code

Workspace settings

Full control

No administration

No access

Listings and operations

Full control

Work across operations

Assigned work only

Schedules and tasks

Full visibility

Manage operations

Complete assigned tasks

AI and guest handoffs

Configure

Handle guest-conversation handoffs

Receive assigned actions

Team accounts and billing

Manage

No administration

Access areaLogin method

AdminEmail and password

ManagerWorkspace URL + code

StaffWorkspace URL + code

Access areaWorkspace settings

AdminFull control

ManagerNo administration

StaffNo access

Access areaListings and operations

AdminFull control

ManagerWork across operations

StaffAssigned work only

Access areaSchedules and tasks

AdminFull visibility

ManagerManage operations

StaffComplete assigned tasks

Access areaAI and guest handoffs

AdminConfigure

ManagerHandle guest-conversation handoffs

StaffReceive assigned actions

Access areaTeam accounts and billing

AdminManage

ManagerNo administration

StaffNo administration

Tip:

Admin controls the workspace. Managers operate the business inside it. Staff complete the work assigned to them.