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Team, roles & permissions All plans

Inviting staff, roles per property, what each permission opens, how plans and permissions combine, and the full list generated from the app itself.

Updated 2026-10-15

Adding people

Admin›Users. Create New makes an account with a password you hand over; Add Existing attaches someone who already has a Travel 404 account (a traveler, a volunteer from another house). Each person gets a role at this property; the same person can be a manager in one house and a volunteer in another. Deactivating removes access without deleting history.

Roles

Admin›Roles. A role is a named set of permissions: Admin, Manager, Receptionist, Volunteer are the defaults; make your own. The role editor groups permissions the way the sidebar is organised, so "can this person open Finance?" is one switch. Changes apply live, nobody needs to sign out.

Admin › Roles: the permission switches, grouped like the app.
Admin › Roles: the permission switches, grouped like the app.

Permissions versus plans

Two layers decide what a person sees: the role (may they?) and the property's plan (does the property have it?). A permission the role grants but the plan withholds shows as a locked item that opens the plan chooser. Platform staff looking at your property see the same locks as badges. See Plans.

Every permission

Generated from the app's own list, so it is always current. Filter by word.

112 permissions

Navigation

View Overview Pagenav.overview
View Shifts PagePro nav.shifts
View Finance PagePro nav.finance
View Admin Pagenav.admin
View Calendar Pagenav.calendar
View Accommodations Sectionnav.rooms
View Operations Sectionnav.activities
View Distribution SectionComplete nav.marketing
View Analytics SectionPro nav.reports
View Marketing Performance DashboardComplete nav.marketing_performance

Test feature, Co404 Oaxaca only

View Profile Pagenav.profile

Personal profile + account settings (universal — recommended for every role)

Navigation › Calendar Group

View Bookings Tabnav.bookings
View Front Desk Tabnav.front_desk
View Guests Tabnav.guests

Navigation › Finance Group

View Collections Tabnav.collections
View Payments Tabnav.payments

Navigation › Accommodations Group

View Rate Plans Tabnav.rate_plans

Navigation › Operations Group

View Housekeeping Tabnav.housekeeping
View Tasks Tabnav.tasks
View Messages Tabnav.messages
View POS TabPro nav.pos
View Communications Tabnav.communications

Navigation › Distribution Group

View Channels Tabnav.channels
View Booking Engine Tabnav.booking_engine

Navigation › Analytics Group

View AI Insights TabComplete nav.ai_insights

The AI Insights tab — Claude-powered analytics, chat, and reports.

Assistant

Use the AssistantComplete agent.use

Ask Travel404 to do things in plain language. Every action the assistant takes still requires the permission for that action.

Navigation › Profile Group

View XP & Leaderboard TabComplete nav.xp

Navigation › Shifts Group

View Schedule TabPro nav.schedule

Shifts

Start ShiftsPro shifts.start
End Own ShiftPro shifts.end

End your own active shift. Required even for admin/manager to end their own.

End Other Users' ShiftsPro shifts.end_other

End an active shift that belongs to another user (admin/manager override).

View All ShiftsPro shifts.view

View shifts from all staff

View Own Shifts OnlyPro shifts.view_own

Can only see their own shift history

Edit Any ShiftPro shifts.edit

Edit any staff member's shifts

Edit Own ShiftsPro shifts.edit_own

Edit only your own shifts

View All Staff ShiftsPro shifts.view_all

See full shift history across all staff

Hard-Delete ShiftsPro shifts.delete

Permanently delete a shift record. Destructive — typically admin only.

Manage Shift TypesPro shift_types.manage

Create, rename, archive, and configure shift types per location (Reception, Bar, Till #2…).

Admin

Backfill AchievementsComplete xp.backfill_achievements

Recompute achievement awards across the system. Heavy operation, admin only.

Manage Usersusers.manage

Add, edit, deactivate users

Change User Rolesusers.change_role

Promote/demote users. Capped at the changer's own role level — nobody can elevate above themselves.

Manage Rolesroles.manage

Create, edit, delete roles

Admin Page Accessadmin.access

Can access the Admin page

Finance

Create TransactionsPro transactions.create

Create transactions on your own active shift.

Add Transactions to Others' ShiftsPro transactions.create_other

Required to add a transaction to a shift you don't own (admin/manager override). Without this, users can only add to their own active shift.

View TransactionsPro transactions.view
Edit TransactionsPro transactions.edit
Delete TransactionsPro transactions.delete
Manage CategoriesPro categories.manage
Manage Money SourcesPro money_sources.manage
See Money Source BalancesPro money_sources.view_balance

View the dollar amount in each money source. Without this, the user can still pick a source for transfers/transactions but the balance shows as '—'.

View TreasuryPro finance.treasury
Create/Edit TransfersPro finance.transfers
Balance AdjustmentsPro finance.adjustments
View Finance ReportsPro finance.reports
Edit Finance SettingsPro finance.settings

Pick who receives notifications when finance drift is detected (variance on shift close, orphan balance events, count-vs-system divergence).

View Reconcile InboxPro finance.reconcile_view

See the list of open drift events in Finance > Treasury > Reconciliation, plus the sidebar red dot.

Resolve Reconcile Inbox ItemsPro finance.reconcile_resolve

Mark inbox cards as resolved, dismissed, or applied as a balance adjustment.

Permanently Delete Finance ItemsPro finance.delete_permanently

Hard-delete a soft-deleted (crossed-out) transaction, transfer or adjustment. Without this, delete is a recoverable soft-delete only.

View Payment Accountpayment.view
Connect Payment Accountpayment.connect
Disconnect Payment Accountpayment.disconnect

Admin only

Reports

View ReportsPro reports.view
Export ReportsPro reports.export

Download CSV/PDF reports

Schedule

Manage SchedulePro schedule.manage

Create and assign shifts

View SchedulePro schedule.view
View Team & Capacityteam.view

Roster of volunteers/staff with stay details and the staffing-capacity timeline

Manage Teamteam.manage

Edit a volunteer's stay details (room label, channel, arrival, skills) and the staffing target

View Handbookhandbook.view

Read the property handbook (protocols, checklists, emergency contacts)

Manage Handbookhandbook.manage

Edit the property handbook

Guests

Manage Guestsguests.manage

Create, edit, delete guests

View Guestsguests.view

Analytics

View AnalyticsPro analytics.view

Property

View Propertyproperty.view

Access reservation system

Manage Property Settingsproperty.manage

Configure rooms, rates, property settings

Manage Reservationsproperty.reservations

Check in, check out, cancel, modify

Manage Housekeepingproperty.housekeeping

Update room cleaning status

Manage InvoicesPro property.invoices

Create, issue, void invoices

Manage API KeysComplete property.api_keys

Create and revoke partner API keys for external integrations

Delete Cancelled Reservationsproperty.reservations_delete

Permanently remove a cancelled reservation and its history (test bookings)

Edit Bookingsproperty.edit_bookings

Change booking details: edit reservations, change dates, override prices, and move guests between rooms/beds. Without it, bookings are view-only.

Property Payments

Issue Refundsproperty.refund
Checkout with Unpaid Balanceproperty.checkout_unpaid
Override Balance Checksproperty.override_balance
Waive Cancellation Feesproperty.cancel_waive_fee
Grant / Apply Guest Creditsproperty.guest_credits
Manage Damage Depositsproperty.damage_deposits
Mid-stay Room Changesproperty.room_change

Channels

View Channelschannels.view
Connect/Disconnect Channelschannels.connect
Trigger Channel Syncchannels.sync
Manage Channel Mappingschannels.mappings
View Channel Credentialschannels.credentials
Manage Channel Restrictionschannels.restrictions
Manual Availability/Rate Pushchannels.push

Marketing

View MarketingComplete marketing.view
Manage MarketingComplete marketing.manage

Activities

Manage Activitiesactivities.manage

Create, edit, cancel activities

Delete Activitiesactivities.delete

Permanently delete cancelled activities

View Activitiesactivities.view
See & Settle Activity BalancesPro activities.balance_manage

See what staff owe for activities and record their payments

View Staff Activity PricePro activities.view_staff_cost

See the staff-only price on an activity — hidden from travelers

Housekeeping

Manage Housekeeping Taskshousekeeping.manage

Create and assign cleaning tasks

View Housekeepinghousekeeping.view

Map

View Live Mapmap.view
Manage EventsComplete map.events
Map AdministrationComplete map.admin

Approve verifications, moderate

Messaging

Read Direct Messagesmessaging.read

View 1:1 conversations and message history.

Send Direct Messagesmessaging.send

Send messages to other travelers.

Communications

View Communicationscommunications.view

See the property's email/WhatsApp/SMS templates and the send log per booking.

Manage CommunicationsPro communications.manage

Create, edit, delete templates; send ad-hoc messages to guests from a booking.

Connect Property WhatsAppPro communications.whatsapp_line

Connect or disconnect the property's own WhatsApp number by QR code. Automatic messages are sent from that number.