Invite your team

Chapter 08 · 5 min

Stay N Host is built for teams where different people touch different things: the person answering WhatsApp shouldn’t approve refunds, and the cleaner doesn’t need to see your P&L. Roles make that automatic - each seat’s sidebar shows only what their role can use.

1. Open Team in the sidebar and click Invite. Enter their email and pick a role (below). They receive an invite link; accepting it creates their seat.

   

2. Scope them to properties if they shouldn’t see the whole portfolio. A seat scoped to Building A sees only Building A’s bookings, cleaning, and money - everywhere in the app.

3. Review your Approvals policy (Settings → Approvals): which actions in your workspace need an explicit approval step. Requests park on the Approvals screen until a seat with approval rights decides.

The roles, in plain terms

The most-used roles - the full matrix of every role and permission is in Reference:

Role	Give it to	They can
Admin	The workspace manager	Everything, including settings and billing
Point of Contact	Whoever answers guests	Inquiries, quotes, payment requests, check-ins, door-code hand-off
Booking Manager	Reservations lead	All of POC plus approvals, calendar blocks, direct bookings
Account Manager	Finance operations	Verify payments, refunds, expenses, bank accounts
Property Manager	Ops/building lead	Housekeeping dispatch, inspections, maintenance, calendar blocks
Cleaner	Cleaning staff	Their own assigned tasks on the Housekeeping board - nothing else
External Accountant	Your bookkeeper	Read-only books and statements, with export
Owner	A property’s owner	Their own Owner Portal only
Investor	A capital partner	Their own Investor Portal only

Custom roles

Need a mix the library doesn’t have? Build a custom role from the same permission palette. Two ceilings always hold: a custom role can never move money and never release door codes - those stay with the named roles built for them.

Separation of duties, briefly

Sensitive actions are split into two recorded acts - a request that parks, and a decision that releases it - and the roles are shaped so different jobs hold different halves (a Guest Manager can request a refund; deciding it takes an Account Manager). Who requested and who decided is stamped on every row. If a button you expect is missing, that’s usually why. More in Concepts.

You’re set up

That’s the whole onboarding story. From here:

• Browse guides by area for the screen you’re working in.
• Press Ctrl+K anywhere and just type.
• The Concepts section explains the ideas underneath - worth a read before your first month-close.