Beta: Creating custom roles

Create a custom role to define a specific sets of permissions for different users in your account. This allows you to control access to users based on operational needs, beyond the default roles provided. You can create new custom roles, edit existing ones, and assign them to users as you would any other role. Custom roles can only be created and managed from the desktop version. Guesty supports up to 20 new custom roles per account.

Create a custom role

Follow the instructions below to create a custom role. 

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Setup mode.
3. Click User management.
4. Click Manage roles and select Create new role from the dropdown menu.
5. Select an existing role(s) as your starting point. Permissions for the selected roles are displayed in the summary widget
6. Click Next.
7. Add an icon, a unique name, and a description to help you easily identify the new role. These fields are mandatory. 
8. Click the dropdown arrow next to each category and check the relevant boxes to customize permissions for the new role. You must change permissions to continue.
9. Click Create role.

10. In the pop-up, select the default navigation mode from the dropdown menu. This will be the navigation mode displayed to the user assigned this role. "Operations" is the default.

The custom role is ready to assign. 

Edit a custom role

Follow the instructions to edit a custom role. This option is disabled if no custom roles have been created.

Step by step:

1. On the "User management" page, click Manage roles and select Edit existing role from the dropdown menu.
2. Select the relevant custom role and click Next.
3. Click the dropdown arrow next to each category and uncheck the relevant permission boxes.
4. Click Save.
5. In the pop-up, if necessary, select the default navigation mode from the dropdown menu.
6. Click Finish.

The edited custom role automatically applies to users who were previously assigned to it.