Choose what people can do
Invite someone with a role suited to their work. Use individual permissions for bookings, finance, spaces, communications and team settings, rather than giving everyone the same access.
Choose what each person can do and which locations they can access. Keep booking approvals and booking-linked finance within their assigned venues, with separate permissions for payments and refunds.
Switch roles to see how permissions and example venue assignments change.
Day-to-day booking support
Venue access is assigned separately to each team member.
This role can review and approve booking requests.
Invite someone with a role suited to their work. Use individual permissions for bookings, finance, spaces, communications and team settings, rather than giving everyone the same access.
Assign selected venues when inviting or editing a member, or grant organisation-wide access. Booking approvals, pricing, reports and booking-linked invoices, payments and refunds follow that venue scope.
Recording payments, issuing refunds and configuring payment providers are separate permissions. Give a reviewer visibility without editing, and check money-handling grants before opening access to the team.
Start from a built-in role, clone it for a custom version or choose the permissions for a new role. Set each member’s venue access separately. The role summary helps you check booking approvals, payments, refunds and other sensitive responsibilities.
Yes. An organisation admin or authorised role manager can clone a built-in role or create a custom role with selected permissions. Built-in roles themselves cannot be edited.
Yes. Assign their role and selected venues separately. With booking-management permission, they can approve requests within those venues. Finance permissions control viewing financial records, recording payments and handling refunds for bookings in that scope; payment-provider settings remain organisation-wide.
Yes. The Auditor role provides view-only access across supported screens, without editing or money-handling permissions.
Yes. Suspending blocks console access until reactivated. Removing someone from the team removes organisation access while their bookings and history stay on record.
Talk to us
Tell us about your operation. We’ll walk you through Placly and agree a plan that fits.