Skip to main content

Custom Roles

How to create a custom role with granular permissions — pick exactly which actions the role can perform on organizations, users, meeting spaces, bookings, payments, and more.

What you'll learn​

  • Why custom roles exist — match your real staff structure
  • Creating a Manager role with name + description
  • Selecting permissions one resource at a time — Organization, Users, Org Users, Roles, Properties, Meeting Spaces, Space Groups, Kiosk Display, Business Hours, Space Unavailability, Amenities, Documentation, Maintenance, Devices, Members, Third-Party Connector, Bookings, Payments, Vouchers, Notifications, Webhooks, Scheduling, Status, Event Types, Reports, API Keys, Booking Access Retry
  • Restricting sensitive permissions (delete organization, payments, vouchers, API keys)
  • Editing a role after creation
  • Custom vs System roles in the list
Read the transcript

00:00 — This tutorial guides you through creating a custom role tailored to your organization's needs. You'll assign specific permissions to manage staff and resources efficiently.

00:10 — Based on our needs and staff, we can create custom roles. Click Create Role.

00:22 — Give the role a name — "Manager". Description — "This is a role for my manager."

00:33 — Assign permissions. For Organization — create, update, manage (skip delete). For Users — create, suspend, etc. (I don't want to manage every account myself). Organization users — allow. Roles — skip (I don't want the manager creating new roles).

01:14 — Properties — allow. Meeting Spaces — full access (create, update, delete). Space Groups — required to create meeting spaces. Kiosk Display, Business Hours, Space Unavailability, Amenities, Documentation, Maintenance, Devices, Members — all allow.

01:44 — Third-Party Connector — skip. Bookings — full access. Payments and Vouchers — skip (sensitive). Notifications, Webhooks, Scheduling, Status, Event Types, Reports — allow. API Keys — skip. Booking Access Retry — allow.

02:16 — Create the role. All selected permissions appear in the summary.

02:25 — The Manager role now shows in the roles list, marked Custom. System roles appear as System.

02:43 — Next video — create a user assigned to this role.

Next up​