User Guides
Manage operators
Create users for your team with specific permissions based on their role
5 min min read
Operators are users on your team who can access the panel with limited permissions based on their function.
Available roles
Administrator (CLIENT_ADMIN)
Full access to all functions.
- Zone and sun lounger management
- Business configuration
- Team management
- Analytics and exports
Operator (CLIENT_OPERATOR)
Limited access based on assigned permissions.
- Only sees permitted functions
- Cannot change configuration
- Ideal for field staff
Create an operator
- Go to Settings → Team & Account → Team
- Click on "+ Add operator"
- Complete the data:
- Name
- Email (will be their login username)
- Temporary password
- Select permissions
- Click "Create"
The operator will receive an email with their credentials.
Permission presets
To facilitate configuration, there are predefined presets:
Check-in operator
Ideal for entrance staff.
- ✅ View today's bookings
- ✅ Scan QR codes
- ✅ Mark check-in
- ❌ Create/edit bookings
- ❌ View analytics
Booking manager
For office or reception staff.
- ✅ View all bookings
- ✅ Create manual bookings
- ✅ Edit bookings
- ✅ Cancel bookings
- ❌ System configuration
Read only
For supervisors or auditors.
- ✅ View bookings
- ✅ View analytics
- ❌ Modify anything
Full operator
Almost everything except configuration.
- ✅ All booking functions
- ✅ Check-in
- ✅ Analytics
- ❌ Configuration
- ❌ Team management
Custom
Define specific permissions as needed.
Permission list
| Category | Permission | Description |
|---|---|---|
| Bookings | View | Access booking list |
| Create | Create new bookings | |
| Edit | Modify existing bookings | |
| Cancel | Cancel bookings | |
| Export | Download booking data | |
| Check-in | View | View check-in screen |
| Scan | Use QR scanner | |
| Zones | View | View zones and maps |
| Edit | Modify zones and sun loungers | |
| Analytics | View | Access dashboard |
| Export | Download reports | |
| Settings | View | View configuration |
| Edit | Change configuration | |
| Team | View | View operator list |
| Manage | Create/edit operators |
Edit permissions
- Go to Settings → Team & Account → Team
- Click on the operator
- Modify permissions
- Save changes
Changes apply immediately.
Deactivate an operator
- Go to Settings → Team & Account → Team
- Click on the operator
- Press "Deactivate"
The operator won't be able to access but their history is kept.
Reset password
- Go to Settings → Team & Account → Team
- Click on the operator
- Press "Reset password"
- An email with a new password will be sent
Best practices
- Principle of least privilege: Only give necessary permissions
- Review periodically: Remove access for employees who no longer work
- Use presets: They facilitate management and are more secure
- Strong passwords: Require changing the temporary password
Limits by plan
| Plan | Operators included |
|---|---|
| Basic | 1 operator |
| Breeze | 2 operators |
| Coast | 4 operators |
| Horizon | 10 operators |
For more operators, consider upgrading your plan.