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PermissionsUsers & RolesManaging Roles and Permissions

Overview

Every user at your property is assigned a role, and that role determines their permissions — what pages they can see, what actions they can take, and what data they can access. Vesta ships with three built-in roles that cover most hotel staffing scenarios, and you can create additional custom roles for specialized positions.

Good role management is about security and efficiency. You want each staff member to have access to everything they need to do their job, but nothing more. A receptionist does not need to change rate plans. A housekeeper does not need to see guest payment details. Custom roles let you dial in exactly the right level of access.

Built-in Roles

Vesta provides three system roles that cannot be deleted:

Owner

Full access to everything. This includes all operational features plus the ability to manage users, roles, and property settings. Every property has at least one Owner.

  • Can do everything a Manager can do
  • Can invite and remove users
  • Can create and modify roles
  • Can change property settings
  • Cannot be removed from the property by other users

Manager

Access to all day-to-day operational features. Managers run the hotel but cannot change who has access or modify security settings.

  • Bookings: create, edit, check-in, check-out, cancel
  • Guests: full access to the guest directory
  • Rooms and room types: full management
  • Rate plans and calendar: full management
  • Products and billing: full access to folio, charges, and payments
  • Reports and dashboard
  • Cannot manage users, roles, or property settings

Receptionist

Focused on front-desk operations. Receptionists handle guests and bookings but cannot change room configurations, rates, or products.

  • Bookings: create, view, check-in, check-out
  • Guests: view, create, and edit guest records
  • Payments: record payments
  • Folio: view charges
  • Cannot modify room types, rate plans, products, or settings

:::info Built-in roles cannot be edited or deleted. If you need a role that is similar to a built-in role but with different permissions, create a custom role instead. :::

Creating a Custom Role

Custom roles let you match permissions to specialized positions at your property.

  1. Navigate to Settings > Roles
  2. Click Add Role
  3. Enter a name that clearly describes the position (e.g., “Night Auditor”, “Revenue Manager”, “F&B Supervisor”)
  4. Add an optional description to explain what this role is for
  5. Select the permissions this role should have by checking the boxes for each resource and action
  6. Click Save

:::tip Start with fewer permissions and add more as needed. It is much safer to grant additional access later than to realize someone had access to something they should not have. :::

Understanding Permissions

Permissions follow a consistent resource:action format. Each permission grants the ability to perform one specific action on one specific type of data.

Booking Permissions

PermissionWhat It Allows
bookings:viewView the booking list and booking details
bookings:createCreate new bookings
bookings:editModify booking details (dates, guest, notes)
bookings:deleteCancel bookings
bookings:checkinCheck in arriving guests
bookings:checkoutCheck out departing guests

Guest Permissions

PermissionWhat It Allows
guests:viewBrowse the guest directory and view profiles
guests:createAdd new guest records
guests:editUpdate guest information
guests:deleteDelete guest records (only if the guest has no bookings)

Room and Rate Permissions

PermissionWhat It Allows
rooms:viewView room list and status
rooms:createAdd new rooms
rooms:editChange room details and status
rooms:deleteDeactivate rooms
room_types:viewView room type definitions
room_types:createCreate new room types
room_types:editModify room type details
room_types:deleteDeactivate room types
rate_plans:viewView rate plans
rate_plans:createCreate new rate plans
rate_plans:editModify rate plans
rate_plans:deleteDeactivate rate plans
calendar:viewView the rate calendar
calendar:editSet date-specific overrides and modifiers

Billing Permissions

PermissionWhat It Allows
products:viewView the product catalog
products:createAdd new products
products:editModify products
products:deleteDeactivate products
invoices:viewView folio charges on bookings
invoices:createAdd charges to a booking
invoices:editModify manual charges
invoices:deleteRemove manual charges
payments:viewView payment records
payments:createRecord payments
payments:editModify payment details
payments:deleteDelete payment records

Property Administration Permissions

PermissionWhat It Allows
property:viewView property settings
property:editModify property settings
property:usersManage staff access (invite, remove, change roles)
property:rolesCreate, edit, and delete custom roles

:::info The wildcard permission * grants full access to all resources and all actions. This is equivalent to the Owner role. Use it sparingly. :::

Editing a Custom Role

  1. Navigate to Settings > Roles
  2. Click on the custom role you want to modify
  3. Add or remove permissions as needed
  4. Click Save

:::warning Permission changes take effect immediately for every user assigned to that role. If you remove a permission, all users with that role lose access to that feature right away — even if they are currently logged in. Consider notifying affected staff before making changes. :::

Deleting a Custom Role

  1. Navigate to Settings > Roles
  2. Click the delete icon next to the custom role
  3. Confirm the deletion

:::warning You can only delete a custom role if no users are currently assigned to it. Reassign those users to a different role first, then delete the old role. :::

Example Custom Roles

Here are some common custom roles that properties create:

Night Auditor — needs to view bookings and folios, record payments, and run end-of-day reports, but should not create or modify bookings:

  • bookings:view, invoices:view, payments:view, payments:create, guests:view

Revenue Manager — manages rate plans and calendar pricing, but does not need booking or guest access:

  • rate_plans:view, rate_plans:create, rate_plans:edit, calendar:view, calendar:edit, rooms:view, room_types:view

F&B Supervisor — adds food and beverage charges to bookings, manages the product catalog:

  • bookings:view, invoices:view, invoices:create, products:view, products:create, products:edit

:::permissions

  • property:roles — required to view, create, edit, and delete custom roles :::