What can each role do?

What the four built-in roles — Owner, Admin, Manager and Host — can and can't do by default.

ResoFlow has four built-in roles — Owner, Admin, Manager and Host — each with sensible defaults you can adjust later.

Available on Plus plan and above — editing what roles can do (the Roles & permissions page) needs Plus or higher; the default roles below apply on every plan. Only Owners and Admins can view or edit role permissions.

Owner — full access to everything, including Plan & Billing. The Owner role can't be edited or reassigned from the dashboard.

Admin — the same as Owner except Plan & Billing, which stays owner-only and can never be granted to anyone else.

Manager — runs day-to-day service and growth:

• Bookings: view, create, edit and cancel. Refunding payments (deposits, pay-in-full, extras and payment links) is off by default (you can switch it on for Managers in the permission editor, because refunds move money).
• Walk-ins, waitlist, menu: full control. Floor plan: view and edit.
• Customers: view, add, and edit notes and profiles — but no deleting, merging or exporting.
• Marketing (including sending campaigns) and Analytics (including financial reports and exports).
• Events: create, edit and check in tickets — but cancelling or refunding tickets is off by default.
• Promotions: create, edit, delete and redeem. Loyalty: everything in the Scanner — award, redeem and adjust balances — but not editing the scheme itself (scheme design stays with Owners and Admins by default).
• Gift cards: view the sold list and redeem — selling, settings and refunds/voids are off by default (a sale or correction can be approved with a manager's PIN when granted).
• Order & Pay: runs the orders board — acknowledge orders and mark them delivered. Rejecting and refunding an order is off by default (it moves money). Adding or editing paid extras on a booking is also off by default.
• Settings: operational settings only. No branding, integrations, security or billing settings.
• Activity log: view only. Can resend booking confirmations. No staff management and no access to the roles editor.

Host — front of house:

• Bookings: view, create and edit — but not cancel or refund.
• Walk-ins: view, create and edit (no deleting). Waitlist: full control.
• Floor plan and menu: view only. Customers: view and edit notes only.
• Events: scan and check in tickets only.
• Promotions: view and redeem perks at the table — no creating or editing. Loyalty: view, award and redeem front-of-house — adjusting balances is off by default (a manager's PIN can approve one).
• Gift cards: redeem at the venue only — no selling, viewing the sold list, or corrections by default.
• Order & Pay: runs the orders board too — acknowledge orders and mark them delivered, so front-of-house can work a busy service without a manager. Rejecting and refunding an order is off by default.
• No settings pages at all, no marketing, no analytics, no staff management and no activity log.

Two things to remember. First, your plan is checked before the role: if your plan doesn't include a feature (say, marketing on Plus), no role or permission can unlock it. Second, roles are assigned when you add someone, and changed later from Staff → Edit → Permissions.

Related: How do I create custom roles or tweak permissions? · How do I add a staff member? · Why can't my staff see a page or button?