Managing collaborators effectively is essential for running your property smoothly. This guide explains the different types of collaborators you can add to your property and how to configure their access permissions based on what they need to do.
Quick Reference: Common Use Cases
Before diving into the details, here are the most common scenarios and recommended setups:
| Who Needs Access? | Recommended Setup | What They Can Do |
|---|---|---|
| Cleaner or Maintenance Person | See availability | View when the property is occupied or available. Cannot see guest details or pricing. |
| Co-host or Assistant | See availability plus Viewing and creating bookings | View calendar and full booking details, including guest names and contact information. |
| Someone Who Should Receive Booking Notifications | Mark as secondary | Receive email and push notifications about bookings. Does not grant access to view anything in the system unless you add other permissions. |
| Someone Managing Property Settings Only | Property configuration | Edit property information, amenities, photos, and pricing. Cannot see bookings or calendar. |
About Property Managers
If you work with a professional property manager, we recommend having them create a PME (Property Management Expert) account and establish a mandate relationship with your property. This gives them proper operational access designed specifically for property management businesses.
If you prefer not to use the PME structure and want to give your property manager access as a collaborator, you can grant them all permissions: Property configuration, See availability, Viewing and creating bookings, and Distribution and publication. This provides full operational access to manage the property. Keep in mind that collaborators can never access financial data such as invoices and payouts. Only the PME model allows you to grant invoice access to a property manager.
Understanding Collaborator Types
Primary Collaborator (Editor)
The primary collaborator has complete access to all property data and functions. This account is legally linked to the property agreement with your platform.
A primary collaborator can access:
- Full calendar with booked, blocked, and available dates including price details
- Complete booking information including guest details, price breakdown, and payment status
- Invoices, payouts, and payment information
- All property settings and configuration options
- All guest reviews
- All property collaborators and their permissions
- All notifications via email and push
Important: Only the primary collaborator can access payout details, invoices, and payment information.
Collaborator Permission Levels
When adding a collaborator to your property, you can grant one or more of these specific permissions. Each permission controls access to different areas of your property management system.
Property Configuration Permission
This permission allows collaborators to view and edit property information and settings.
Collaborators with this permission can:
- View and edit property descriptions and titles
- Upload, delete, and reorder photos
- Add and modify amenities and facilities
- Update room or unit information
- Configure pricing and seasonal rates
- Set additional fees
- Update arrival and check-in instructions
- Set up calendar sync with iCal import
- Export calendar using iCal
Collaborators with this permission cannot:
- Access any booking information
- View financial data such as invoices and payouts
- Access distribution channels
- View guest information
- Manage blocked dates
- View performance metrics
- Manage other collaborators
- Control publishing options
Note: If your property is already published, the location cannot be edited and is read-only. To view or manage blocked dates, the collaborator needs the "Viewing and Creating Bookings" permission.
Viewing and Creating Bookings Permission
This permission gives collaborators access to all booking information and the ability to manage bookings and blocked dates.
What they can see regarding bookings:
- Full booking details and history
- Guest name, email, phone number, and address
- Complete price breakdown for each booking
- Payout amounts and commission details
- Which channel the booking came from
- All booking modifications and changes
What they can do with bookings:
- Create manual bookings
- Modify manual bookings
- Cancel bookings
- Update guest information on bookings
What they can do with blocked dates:
- View all blocked dates with any attached comments or notes
- Create new blocked date ranges
- Edit existing blocked dates
- Delete blocked dates that are not locked or immutable
Collaborators with this permission cannot:
- Access property settings or descriptions
- Manage distribution channels
- Configure pricing
Note: To see the calendar view, also grant the "See availability" permission. If you have not completed KYC verification, guest contact details may be hidden for this collaborator.
See Availability Permission
This permission provides a read-only calendar view designed for people who need to know when your property is occupied without seeing sensitive details.
What they can see on the calendar:
- Booking dates including check-in and check-out times
- Number of guests broken down by adults, children, and babies
- Booking status such as confirmed or canceled
- Booking identification numbers
- Which dates are available for new bookings
- Blocked date ranges
What they cannot see:
- Guest names, emails, or phone numbers
- Price breakdown or total booking amounts
- Payout information or commission details
- Which channel the booking came from
- Any financial data
- Comments or notes on blocked dates
What they can do:
- Access the property in the system
- View availability status
What they cannot do:
- Block or unblock dates
- Modify any property settings
- Manage iCal synchronization or export
- Make any changes to the property
This permission level is ideal for cleaners, maintenance staff, or anyone else who needs to know when the property is occupied but should not see financial information or guest contact details.
Distribution and Publication Permission
This permission allows collaborators to manage how your property is distributed across different booking channels.
What they can view:
- All connected distribution channels such as Airbnb and Booking.com
- The status of each channel connection
- Sub-channel status and information
- Cancellation policies configured for each channel
- Channel-specific pricing and markup details
What they can modify:
- Activate and connect new distribution channels
- Deactivate or disconnect existing channels
- Enable or disable specific sub-channels
- Set and update cancellation policies per channel
- Configure channel-specific settings
Collaborators with this permission cannot:
- View or edit property descriptions and settings
- Access booking information
- View calendar or availability
- Access guest information
- View financial data such as invoices and payouts
Mark as Secondary
This option allows a collaborator to receive email and push notifications about bookings on your property. Only one account per property can be marked as secondary.
Important: Marking someone as secondary controls notifications only and does not grant any access to view or edit information in your system. To give the person actual access to property data, you must also select one or more of the other permission checkboxes.
Permission Overview Chart
| Permission | Property Settings | Bookings | Guest Information | Booking Prices | Calendar | Distribution Channels | Notifications |
|---|---|---|---|---|---|---|---|
| Property Configuration | Can edit | No access | No access | No access | No access | No access | No access |
| Viewing and Creating Bookings | No access | Full access | Full access | Full access | Dates only | No access | No access |
| See Availability | No access | Dates only | No access | No access | Read-only | No access | No access |
| Distribution and Publication | No access | No access | No access | No access | No access | Full access | No access |
| Mark as Secondary | No access | No access | No access | No access | No access | No access | Can receive |
Financial Data Access
No collaborator except the primary collaborator (editor) can access the dedicated financial sections of your property management system. This includes:
- Invoices section
- Payouts section
- Payment status and history
This restriction applies to all collaborator permission combinations.
If you grant a collaborator the "Viewing and Creating Bookings" permission, they can see payout amounts and commission details displayed on individual bookings. However, they cannot access the dedicated Invoices or Payouts sections where you view, download, and manage financial documents and your complete payout history.
Managing Your Collaborators
When setting up collaborators for your property, consider the specific tasks each person needs to perform and grant only the permissions required for those tasks. This approach maintains security and ensures that each team member has appropriate access to manage their responsibilities effectively.
For additional support with managing your collaborators or if you have questions about which permissions to grant, please use the contact form available in your account settings.
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