Roles Explained

Every team member in EquipDash is assigned a role that determines what they can see and do. There are three built-in roles and the option to create custom roles for more granular control.

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Built-In Roles at a Glance

Capability	Admin	Manager	Staff
View bookings	Yes	Yes	Yes
Create bookings	Yes	Yes	Yes
Edit bookings	Yes	Yes	Yes
Cancel bookings	Yes	Yes	No
Delete bookings	Yes	No	No
Record payments	Yes	Yes	Yes
Process refunds	Yes	Yes	No
Fulfillment (check-in/out)	Yes	Yes	Yes
View products	Yes	Yes	Yes
Create/edit products	Yes	Yes	No
Delete products	Yes	No	No
Manage inventory	Yes	Yes	Yes
Access workshop	Yes	Yes	Yes
View experiences	Yes	Yes	Yes
Create/edit experiences	Yes	Yes	No
Delete experiences	Yes	No	No
View customers	Yes	Yes	Yes
Create/edit customers	Yes	Yes	Yes
Delete customers	Yes	Yes	No
Export customers	Yes	Yes	No
View staff	Yes	Yes	No
Manage staff	Yes	Yes	No
Manage schedules	Yes	Yes	No
Manage waivers & forms	Yes	Yes	No
Manage surveys	Yes	Yes	No
Manage promotions	Yes	Yes	No
Manage campaigns	Yes	Yes	No
View revenue reports	Yes	No	No
View other reports	Yes	Yes	Inventory only
Export reports	Yes	Yes	No
View calendar	Yes	Yes	Yes
All settings	Yes	No	No
Billing & plan	Yes	No	No
Team management	Yes	No	No
Manage booking tags	Yes	Yes	No
AI Assistant	Yes	Yes	Yes

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Role Descriptions

Admin

Admins have full access to everything in EquipDash. They can manage billing, team members, all settings, and see revenue data. This role is typically for business owners and senior managers.

Manager

Managers have broad operational access but cannot see revenue reports, manage billing, or change most settings. They can handle day-to-day operations including bookings, products, customers, staff, and promotions.

Staff

Staff have limited access focused on day-to-day tasks -- creating and editing bookings, checking customers in and out, managing inventory, and scanning barcodes. They cannot cancel bookings, process refunds, manage products, or access most settings.

Custom

Custom roles let you pick and choose exactly which permissions a team member has. See Custom Roles for details.

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Choosing the Right Role

Scenario	Recommended Role
Business owner or co-owner	Admin
Shop manager who runs daily operations	Manager
Front-desk staff who checks customers in	Staff
Seasonal worker who only processes bookings	Staff
Bookkeeper who only needs reports access	Custom (with Reports permissions only)
Guide who only needs calendar and experience access	Custom (with Calendar and Experience view permissions)

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Things to Keep in Mind

• There must always be at least one Admin on the account.
• A team member cannot change their own role to prevent privilege escalation.
• Permission changes take effect immediately -- the team member does not need to log out and back in.
• If none of the built-in roles fit, use a Custom Role to tailor permissions precisely.

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Related Guides

• Inviting Team Members
• Custom Roles
• Managing Permissions