What this page is for
A role is a named set of permissions. Each permission allows one thing, such as View users or Change organisation settings. Every person gets one role, and can do exactly what that role allows. This page lists all roles in your organisation.
Who can use it
- View roles and permissions is needed to open this page (by default Admin and Viewer).
- Create, edit and delete roles is needed to add, copy or change roles (by default Admin).
How to work with roles
- Select the eye icon to see a role's permissions.
- Select the copy icon to start a new role based on an existing one. This is the quickest way to create, for example, "Night manager" from Operations.
- Select New role to start from an empty role.
Fields and columns
| Column | Meaning |
|---|---|
| Role | The role's name and description. Default marks the roles CityLights ships with. |
| Permissions | How many permissions the role has. |
| People | How many people in your organisation have this role. |
The default roles
| Role | Typical use |
|---|---|
| Admin | Everything except billing and licence. |
| Operations | Day-to-day operations, without managing users or settings. |
| Finance | Operations plus finance records, settlements and reports. |
| Sales | Bookings, guests, corporate accounts and quotes. |
| Maintenance | Maintenance tickets, schedules and inventory. |
| Staff (field) | Field work: check-in and check-out, expenses, leave. |
| Property owner | The owner portal, for their own properties only. |
| Viewer | Reads and exports everything, changes nothing. |
The account owner is not a role: it is a mark on one person who always has full access.
Statuses and automation
- When a new module is switched on, its permissions are added automatically to the default roles that should have them. Permissions you removed yourself stay removed.
- Every change to a role is recorded in the Change history, including the exact list of permissions before and after.
Settings that change this page
The permissions available depend on which modules are switched on.
FAQs
Can a person have two roles? Not at the moment. Create a role that combines what they need.
Can I delete a default role? No, but you can change its permissions or rename it.
Troubleshooting
| Problem | What to do |
|---|---|
| Someone can't see a screen they need | Open their role and check the permission for that screen. Or give them a different role on their user page. |
| I can't edit roles | You need Create, edit and delete roles. Ask an administrator. |