HelpTeam & rolesManager permissions
Manager permissions
Managers can do everything at the locations they run — but you decide how far that goes.
This owner-only page lets you switch off anything you'd rather keep to yourself.
What this controls
Eleven capabilities — messaging & channels, manage the team, edit visitor-page branding, rename lines & locations, delete or archive lines, switch a line to journey mode, displays & devices, see the activity log, see analytics & reports, manage the schedule, and make and change questions.
| Rule | What it means |
|---|---|
| Deleting a line | Included — a manager can delete a line at a location they manage. Creating a line, and creating or deleting a whole location, always stays owner-only. |
| Priority tiers | Not one of the eleven — on that page (called Across your business) only the owner can make changes; a manager with the manager account role can open it and read the tier list. There is no switch here to grant editing. |
| How a switch is enforced | Checked by the server — a manager who tries a switched-off action is politely refused, not just missing a button. |
| Owners | Never restricted by any of these switches. |
On by default
| Rule | What it means |
|---|---|
| Starting point | Every capability starts on — a new manager can do the full job until you decide otherwise. |
| Turning one off | It's removed for all managers, immediately. It's a trust dial — open by default, tighten where you want to. |
Every capability
What a manager may do
11 settings Control type Setting What it does Default Affects
Messaging & channels · Toggle See whether WhatsApp is reaching visitors at the location, and the emails that could not be sent. Switching WhatsApp on or off (in Billing), which messages are sent, and their wording, stay with the owner. On Line
Manage the team · Toggle Assign, remove and manage team members within their locations, reset their sign-in PINs, and invite new staff into their own locations. Inviting a manager stays owner-only. On Staff
Edit visitor-page branding · Toggle Change the welcome message, colours and design of the visitor pages. On Join pageTracking page
Rename lines & locations · Toggle Rename their own lines and locations. Creating a line, and creating or deleting a whole location, stays owner-only. On Line
Delete or archive lines · Toggle Delete a line at a location they manage (once it has no one waiting), or archive one so it stops taking visitors while its history is kept. Creating a line, and creating or deleting a whole location, stays owner-only. On Line
Switch a line to journey mode · Toggle Turn a line into a multi-stop journey flow. The journey itself is still authored by the owner. On Line
Displays & devices · Toggle Create and edit TV designs and screens, and pair or manage TVs and other devices. What each line shows on its TV stays with managers. On Lobby TV
See the activity log · Toggle View who changed what at their locations. On Staff
See analytics & reports · Toggle View the analytics dashboard, the named reports and a teammate’s numbers, and get the weekly and monthly summary emails. On Staff
Manage the schedule · Toggle Set shifts and rosters, record leave and cover, and change a day for people at their locations. On Staff
Make and change questions · Toggle Write, change and copy the questions visitors are asked at their locations’ lines. On Join page
Owner & Manager can change all of these. Every row names the Line settings tab the control is on — open Locations → your line → Line settings and pick that tab. Defaults and ranges are checked against the running product on every build.
Always theirs
- The routine day-to-day of running a line — hours, thresholds, ratings, lobby TV display — is always a manager's to change, and isn't listed here. This page is only for the account-shaping powers you might want to reserve.
- Some, like editing message wording, are business-wide and stay with owners regardless. Whether managers may change the wording visitors read is its own switch, Let managers change wording, on the Wording and languages page; this page links to it.
A manager says something's blocked? They'll see "The owner has turned this off for managers." Flip the matching switch here to give it back — the change applies straight away.