HelpTeam & rolesRoles: who can do what

Roles: who can do what

Everyone on your team has a role that decides what they can see and change.

Everyone Where: Team 2 min read
There are three roles — Owner, Manager, Staff — and a manager is placed at specific locations. Roles are checked by the server, not just hidden in the menu — someone without permission for a page can't reach it even by typing its address.

The three roles

RoleWhat they can do
Owner Full control of the account — billing, brand, every location, the team, and business-wide defaults. The buck stops here.
Manager Runs the day-to-day, but only at the locations they're assigned to: lines, visitor pages, devices, appointments, staff and reports there. Never billing, and never a location nobody has placed them at.
Staff Serves people. Runs the Queue and calls the next visitor. Sees their own numbers, not account settings.
  • A manager isn't given every location by default. A manager assigned to nothing sees nothing until an owner places them somewhere.
  • Every role uses turnda on a computer or a tablet. On a phone the business app shows “turnda works on a computer or tablet” and asks you to open it on one. Your visitors can still join and track on their phones.

Managers

A manager is a team member given manager rights at one or more specific locations — a manager of this location, and plain staff at any other. They run those locations — lines, visitor pages, appointments, reports and the team there — without touching other locations or business-wide settings.

It's how a multi-location owner hands over one site without handing over the whole business. What a manager may do is itself configurable — see the manager permissions page.

Where the line falls

This kind of thing……belongs to
Business-wide: billing, brand, account defaults, who manages what The owner
Running a location: its lines, devices, appointments, staff and reports Managers
Serving people Everyone

For the full page-by-page grid — every page in turnda, by role — see Roles & permissions.

There is one owner, and the owner can hand the business to a manager. The person who created the account is the owner until they hand the business over. They cannot be removed or demoted in any other way. To sell the business or step away, use Settings → Profile → Hand over the business: the manager you choose accepts from an emailed link, becomes the owner, and you become a manager of every location (see Your profile). If the handover does not go through, contact support.

Related: Roles & permissions · Manager permissions