What do staff see in the portal (vs my dashboard)?
The staff portal shows the same pages as your dashboard, trimmed to each person's plan and permissions — blocked items are hidden entirely.
The staff portal is the same ResoFlow — same Bookings list, same Timeline, same Floor plan — inside a trimmed shell that only shows each person what they're allowed to use.
How the sidebar is filtered. Each item is checked against your plan first, then against the signed-in person's permissions. Anything blocked is hidden completely — staff never see padlocked or greyed-out pages, so a Host's sidebar is just shorter than a Manager's. For example, Customers only appears if your plan includes customer profiles AND the person can view customers.
What's never in the portal. Billing and plan management, support conversations, the setup wizard, and plan-quota banners are dashboard-only — staff don't see any of them.
Settings in the portal. A Settings entry appears only for staff who hold a settings-view permission. Managers get the operational subset by default; Hosts have no settings access at all, so they never see the entry. Owner-only settings pages stay blocked even if someone types the address directly.
Typing a URL doesn't bypass anything. Opening a blocked page by its address bounces the person back with "You don't have permission to access that section." — the sidebar and the pages enforce the same rules.
A few more differences worth knowing:
- Theme and clock follow the person, not the device. Each staff member's light/dark choice and time format are saved to their profile, so a Host's dark mode doesn't change what the next person sees.
- Idle sign-out uses the per-role timeouts you set in Settings → Security, and staff PIN sessions last at most 12 hours before a fresh sign-in is needed.
- Sign out lives in the sidebar footer and asks "Sign out and return to PIN screen?" — the device stays paired, ready for the next PIN.
- If an owner or admin signs in on the portal page with their password, owners are sent to the main dashboard; admins work inside the portal.
Related: How do staff sign in with a PIN? · What can each role do? · Why can't my staff see a page or button?