User Roles

User roles define what each user can see and do in the Vaylo admin portal. By setting up roles with the right permissions, you can ensure that each team member only has access to the parts of the system they need.

Navigate to: Settings → User Roles

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Role List

The User Roles page displays all existing roles in the system, showing the role name and the permissions assigned to each role.

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Create a New Role

Navigate to: Settings → User Roles → Create Role

1. Click the Create Role button
2. Enter a name for the role (e.g. "Booking Manager", "Finance", "Support")
3. Assign permissions by selecting the relevant checkboxes
4. Click Create

Available Permissions

Permissions are granular — each one controls a specific action or area of the system. Examples include:

• View bookings
• Create and edit bookings
• Cancel bookings
• View payments and transactions
• Manage tours and tour administration
• Access system administration settings
• Manage users and user roles
• View and manage clients
• Access reports
• Configure email settings

You can select any combination of permissions to create a role that fits your team's needs.

Note

Permissions are designed to be granular. Always apply the minimum permissions a user needs to do their job — avoid giving full access unless the user is a super admin.

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Edit a Role

1. Click on the role name in the list
2. Update the role name or adjust the permission checkboxes
3. Click Update

Changes apply immediately to all users assigned to that role.

Note

Editing a role affects every user assigned to it. If you need to change permissions for a single user only, create a new dedicated role for them instead.

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Assign a Role to a User

Roles are assigned when creating or editing a user.

Navigate to: Settings → Users → [select user]

Select the role from the Role dropdown and save.

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Recommended Role Setup

Here is a suggested starting point for common team structures:

Role	Typical permissions
Super Admin	All permissions
Booking Manager	View, create, edit and cancel bookings. View clients and passengers
Finance	View payments, transactions and reports. Access economy settings
Support	View bookings and clients. No edit or payment access
Tour Guide	Access tour guide section only

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Related Pages

• Users — create and manage user accounts