Roles and permissions
Understand what each Rezi role can and cannot do, and how to assign the right role to each team member.
Rezi uses a role-based access control system to ensure team members can do their jobs without accessing features or data outside their responsibilities. Roles are applied at the account level and then scoped further by building access. Assigning the right role prevents accidental changes to settings, protects sensitive data, and gives your team a focused, relevant interface.
Available roles
- Owner, full access to everything including billing, can delete the account (only one per account)
- Admin, full access to all features and settings except billing and account deletion
- Manager, can manage assigned properties, guest communication, calendars, and contacts; cannot change account settings or view billing
- Agent, can view and send messages and handle conversations; cannot change settings, invite team members, or access reports
What each role can do
| Action | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| View conversations | Yes | Yes | Yes | Yes |
| Send messages | Yes | Yes | Yes | Yes |
| Manage reservations | Yes | Yes | Yes | No |
| View reports | Yes | Yes | Yes | No |
| Invite team members | Yes | Yes | No | No |
| Change building settings | Yes | Yes | Yes | No |
| Change account settings | Yes | Yes | No | No |
| View/change billing | Yes | No | No | No |
Most hosting operations find that Managers are the appropriate role for experienced co-hosts who handle the full guest experience for a property, while Agents work well for cleaners or support staff who have a narrower scope of responsibility. Admins are appropriate for team leads or owners who need full operational control without account-level billing access.
Building-level scoping
Roles define what a team member can do; property access defines where they can do it. A Manager with access to one property cannot see another property's guests or conversations, even though their role technically permits those actions. This two-factor access model (role + properties) allows you to give the same role to multiple team members while keeping their data scopes completely separate.
When in doubt, assign a more restrictive role and expand it later rather than granting broad access upfront. It is much easier to add permissions than to recover from an accidental settings change or data exposure.
Changing a team member's role
To change a team member's role, go to Settings > Team, click on the team member, and select a new role from the dropdown. Role changes take effect immediately. The team member is not notified of role changes, you may want to let them know directly, especially if their access has been significantly restricted.
Can I create custom roles with specific permissions?
Can an Agent see reservation details for guests in their assigned properties?
What happens if I downgrade someone from Admin to Agent?
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