Roles and permissions

Reference 5 min read Updated: June 14, 2026

Bokko supports four roles: Owner, Manager, Receptionist and Provider. This reference explains who can access what and how invitations and removal work.

Every Bokko business uses four different roles. They define which data and features each person can access in the dashboard.

Owner

The Owner is the person who created the business in Bokko. Every business has exactly one Owner. Ownership can be transferred separately to another existing member. The Owner has full unrestricted access to every feature — including billing, account reset or deletion, and ownership transfer.

Manager

Manager is the broad operational role — designed for colleagues who run the day-to-day business. A Manager can manage the team, services, opening hours, locations, integrations, and open billing-related dashboard pages. They CANNOT delete or reset the account, CANNOT transfer ownership, CANNOT initiate refunds, and CANNOT export the guest list.

Receptionist

Receptionist is the front-desk focused role. A Receptionist can manage bookings (including for other colleagues), create and update guests, and handle marketing consent. They cannot change business settings (services, opening hours, locations, team) and cannot export the guest list.

Provider

Provider is the narrowest dashboard role: access is scoped to the person's own day-to-day work. They can see and manage their own bookings, view their assigned services, and edit their own profile (bio, picture). They cannot see other colleagues' calendars and cannot change business settings.

InfoThe available number of team members depends on your subscription plan. Bokko supports Owner, Manager, Receptionist and Provider roles.

Permission matrix

The table below summarises which role can access which functions. It reflects the dashboard UI gating — the security enforcement is on the backend and stays in sync with this view.

Function	Owner	Manager	Receptionist	Provider
Edit own profile	yes	yes	yes	yes
See own calendar and bookings	yes	yes	yes	yes
Manage bookings for any colleague	yes	yes	yes	no
Manage waitlist	yes	yes	yes	no
View guest list	yes	yes	yes	yes
Create or edit guests	yes	yes	yes	no
Block or unblock guests	yes	yes	yes	no
Export guest list	yes	no	no	no
Create, edit or delete services	yes	yes	no	no
Manage locations	yes	yes	no	no
Change opening hours	yes	yes	no	no
Change booking rules	yes	yes	no	no
Configure and publish booking page	yes	yes	no	no
Invite or remove staff	yes	yes	no	no
Change roles	yes	yes	no	no
Edit business profile and branding	yes	yes	no	no
Integrations (Google Calendar, payments, invoicing)	yes	yes	no	no
Manage and send newsletter campaigns	yes	yes	no	no
Newsletter audit export	yes	no	no	no
Manage promotions and gift cards	yes	yes	no	no
Issue or refund gift cards	yes	no	no	no
Initiate payment refund	yes	no	no	no
Open billing-related dashboard pages	yes	no	no	no
Delete or reset account	yes	no	no	no
Transfer ownership	yes	no	no	no

InfoThe categories above show dashboard UI visibility. The exact permission list is defined in the backend RBAC rules, and every write action is checked there too.

Invite a new member

Open Staff members in the dashboard.
Create or open the colleague's staff profile.
In the Dashboard access section, click Send invitation.
Enter the email address.
Choose the role: Manager, Receptionist or Provider.
Click Send invitation.

TipThe role can be changed later from the colleague's dashboard access section. A member can only manage colleagues at a lower or equal rank than themselves — Owner can manage everyone, a Manager can manage Receptionist and Provider members but cannot touch the Owner or another Manager.

Remove someone

Open the colleague's staff profile.
If they have dashboard access, revoke it from the Dashboard access section.
If you no longer want them bookable, deactivate the staff profile.
Use anonymization only when you need permanent cleanup and all future bookings are already handled.

WarningBefore removing someone, make sure they do not have active future bookings assigned to them. Reassign or cancel those bookings first.

Removed colleagues can no longer sign in to the dashboard and will no longer appear on the booking page. Their historical bookings remain in the records.

Frequently asked questions

Can I transfer the Owner role to someone else?

What happens if I remove a Manager?

Can a Provider change their own role?

How many Managers can I have?

What happened to the old Admin and Staff member roles?

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