Managing collaborators effectively is essential for keeping your property running smoothly. This guide explains the different types of collaborators you can add to your property and how to manage their access based on what they need to do.
Understanding Collaborator Types
Your property can have multiple collaborators, each with different levels of access. The type of access you grant depends on their role and responsibilities. There are two main categories: the Primary Collaborator and Secondary Collaborators.
Primary Collaborator (Editor)
The primary collaborator has complete access to all property data and functions. This account is typically the property owner or main contact and is legally linked to your property agreement.
As the primary collaborator, you can:
- View and manage the full calendar, including booked, blocked, and available dates with pricing details
- Access complete booking information including guest details, price breakdown, and payment status
- View and manage all financial data including invoices, payouts, and payment information
- Edit all property configuration settings, descriptions, photos, amenities, and pricing
- Review all guest reviews and feedback
- View and manage all collaborators on the property
- Receive all notifications via email and push
Important: Only the primary collaborator can access payout details, invoices, and payment information. This is a security feature to protect your financial data.
Secondary Collaborators and Permissions
Secondary collaborators can have specific permissions based on their role. You control exactly what they can see and do by selecting the appropriate permission checkboxes when adding them.
Permission Types Explained
Property Configuration
Grant this permission to collaborators who manage property information but don't need to see bookings or financial data.
They can view and edit:
- Property descriptions and titles
- Photos (upload, delete, reorder)
- Amenities and facilities
- Room or unit information
- Pricing and seasonal rates
- Additional fees
- Arrival and check-in instructions
- Calendar sync setup (iCal import and export)
They cannot access:
- Bookings or booking details
- Financial data (invoices and payouts)
- Distribution channels
- Guest information
- Blocked dates management
- Performance metrics
- Collaborator management
- Publishing controls
Note: The property location is read-only once your property is published.
Viewing and Creating Bookings
This permission is ideal for co-hosts, assistants, or anyone who needs to manage reservations and guest communications.
They can see:
- Full booking details including guest name, email, phone, and address
- Complete price breakdown
- Payout amounts and commission details
- Channel information
- Booking history and modifications
- Blocked dates with comments and notes
They can do:
- Create manual bookings
- Modify manual bookings
- Cancel bookings
- Update guest information on bookings
- Create, edit, and delete blocked dates
They cannot access:
- Property settings or descriptions
- Distribution channel management
- Pricing configuration
Tip: To give this collaborator a calendar view, also grant the "See availability" permission.
Note: If you haven't completed KYC verification, guest contact details may be hidden from collaborators until verification is complete.
See Availability
This read-only permission is perfect for cleaners, maintenance staff, or anyone who needs to know when the property is occupied without seeing sensitive guest or financial information.
They can see:
- Booking dates (check-in and check-out times)
- Number of guests (adults, children, babies)
- Booking status (confirmed or cancelled)
- Booking ID
- Which dates are available
- Blocked date ranges
They cannot see:
- Guest names, emails, or phone numbers
- Price breakdown or totals
- Payout or commission information
- Channel information
They cannot do:
- Block or unblock dates
- See comments or notes on blocked dates
- Edit any property settings
- Manage iCal sync or export
- Modify anything in the system
Distribution and Publication
Use this permission for collaborators who manage where your property is listed and published.
They can view:
- Connected distribution channels
- Channel connection status
- Sub-channel status
- Cancellation policies per channel
- Channel pricing and markup details
They can modify:
- Activate new distribution channels (Airbnb, Booking.com, etc.)
- Deactivate existing channels
- Enable or disable sub-channels
- Set cancellation policies
- Configure channel-specific settings
They cannot access:
- Property descriptions or settings
- Bookings
- Calendar or availability
- Guest information
- Financial data
Mark as Secondary
This option lets a collaborator receive email and push notifications about bookings on your property. Only one collaborator per property can be marked as secondary.
Important: Marking someone as secondary only enables notifications. It does not grant any access to view or edit property data. To give them actual access, you must also select one or more of the permission checkboxes above.
Common Setup Recommendations
Different team members have different needs. Here are some recommended permission setups:
Cleaner or Maintenance Person
Grant: See availability
This lets them view when the property is occupied or available without seeing guest details or pricing information.
Co-host or Assistant
Grant: See availability + Viewing and creating bookings
This gives them access to the calendar and full booking details including guest names and contact information, so they can manage reservations and guest communications.
Booking Notification Recipient
Grant: Mark as secondary
This sends them email and push notifications about new bookings. If they need to see booking details or other property information, also grant additional permissions.
Property Settings Manager
Grant: Property configuration
This lets them edit property information, amenities, photos, and pricing without seeing bookings or calendar data.
Professional Property Manager
The recommended approach for professional property managers is for them to create a PME (Property Management Expert) account and establish a mandate relationship with your property. This provides them with proper operational access designed for property management businesses.
If you prefer not to use the PME structure, you can grant a property manager all collaborator permissions: Property configuration + See availability + Viewing and creating bookings + Distribution and publication. This gives them full operational access to manage the property.
Important note: Collaborators can never access financial data (invoices and payouts) regardless of which permissions you grant. Only the PME model allows you to grant invoice access to a property manager.
Financial Data Access
Financial information is protected and limited to the primary collaborator only. No secondary collaborator, regardless of their permission combinations, can access:
- The Invoices section
- The Payouts section
- Overall payment status reports
Note: Collaborators with "Viewing and creating bookings" permission can see payout amounts and commission details on individual bookings, but they cannot access the dedicated Invoices or Payouts sections where you view and download financial documents and payout history.
Quick Reference Matrix
Use this table to quickly determine which permissions grant access to different areas:
| Permission | Property Settings | Bookings | Guest Info | Booking Prices | Calendar | Channels | Notifications |
|---|---|---|---|---|---|---|---|
| Property Configuration | Edit | No | No | No | No | No | No |
| Viewing and Creating Bookings | No | Full Access | Yes | Full Details | Dates Only | No | No |
| See Availability | No | Dates Only | No | No | Read-only | No | No |
| Distribution and Publication | No | No | No | No | No | Full Access | No |
| Mark as Secondary | No | No | No | No | No | No | Yes |
Best Practices for Managing Collaborators
When adding collaborators to your property, follow these best practices:
- Grant only necessary permissions: Give collaborators access to only what they need to do their job. This protects your property data and reduces the risk of accidental changes.
- Review access regularly: Periodically check which collaborators have access and what permissions they have. Remove access for people no longer involved with the property.
- Use specific roles: Assign different collaborators to different roles (cleaner, co-host, property manager) rather than giving everyone full access.
- Combine permissions strategically: Some collaborators may need multiple permissions. For example, a co-host typically needs "See availability" and "Viewing and creating bookings."
- Protect financial data: Never share the primary collaborator account. Keep financial data access restricted to you or your trusted account holder.
Need Help Managing Your Collaborators?
If you have questions about setting up collaborators or need assistance managing access to your property, please use the contact form to reach our support team. We are here to help you configure the right permissions for your team.
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