Staff Roles & Permissions

Slotsy uses a role-based access system to control what each team member can see and do in the admin panel.

Available Roles

Role Details

Owner

The Owner has unrestricted access to the entire admin panel. There is exactly one Owner per company. The Owner can:

• Manage all settings, billing, and subscription
• Add, edit, or remove any staff member
• Transfer company ownership to another person
• Access all reports and analytics
• Delete the company account

Admin

Admins have nearly the same access as the Owner, with a few restrictions:

• Can manage staff, services, customers, and bookings
• Can view and export reports
• Cannot change billing or subscription settings
• Cannot transfer or delete the company
• Cannot change the Owner's role

Manager

Managers focus on day-to-day operations:

• Can create, edit, and cancel bookings for all staff
• Can manage customers (add, edit, view history)
• Can view reports and analytics
• Cannot manage staff members or roles
• Cannot change company settings or services

Staff

Staff members have limited access focused on their own work:

• Can view and manage their own schedule
• Can see their own bookings and customer details
• Can mark bookings as completed or no-show
• Cannot see other staff members' bookings
• Cannot access reports, settings, or customer management

Receptionist

Receptionists have the most limited access:

• Can create new bookings for any staff member
• Can search for existing customers
• Can view the daily calendar
• Cannot edit or cancel bookings
• Cannot access settings, reports, or staff management

Tip: Start with the most restrictive role and upgrade if needed. It is easier to grant more access than to remove it later.

Changing a Staff Member's Role

1. Go to Staff in the sidebar
2. Click on the staff member you want to update
3. In the Role dropdown, select the new role
4. Click Save

The change takes effect immediately. The staff member will see updated navigation and permissions on their next page load.

Tip: Notify the staff member before changing their role so they are not surprised by a different interface.

Transferring Ownership

Only the current Owner can transfer ownership:

1. Go to Settings > Company
2. Click Transfer Ownership
3. Select the staff member who will become the new Owner
4. Enter your password to confirm
5. Click Transfer

After the transfer, your role will be changed to Admin automatically. This action cannot be undone without the new Owner's cooperation.

Related

• Staff Management — add and manage team members