Managing collaborators effectively is essential for running your property smoothly. Whether you need help from cleaners, co-hosts, property managers, or team members handling specific tasks, our collaborator system lets you grant precise permissions based on what each person needs to do.
Understanding Collaborator Types and Their Roles
Different team members require different levels of access to your property information. By assigning the right permissions, you can ensure everyone has what they need while keeping sensitive data secure.
Quick Reference: Common Use Cases
| Who Needs Access? | Recommended Setup | What They Can Do |
|---|---|---|
| Cleaner / Maintenance Person | See availability | View when the property is occupied or available. Cannot see guest details or pricing. |
| Co-host / Assistant | See availability + Viewing and creating bookings | View calendar and full booking details, including guest names and contact info. |
| Someone who should receive booking notifications | Mark as secondary | Receive email and push notifications about bookings. Does not grant access to view anything in the system—add other permissions if they also need to see data. |
| Someone managing property settings only | Property configuration | Edit property info, amenities, photos, pricing. Cannot see bookings or calendar. |
What About Property Managers?
If you work with a professional property manager, the recommended approach is for them to create a PME (Property Management Expert) account and establish a mandate relationship with your property. This gives them proper operational access designed specifically for property management businesses.
If you prefer not to use the PME structure and want to give your property manager access as a collaborator instead, you can grant them all permissions: Property configuration, See availability, Viewing and creating bookings, and Distribution & publication. This provides full operational access to manage the property. However, keep in mind that collaborators can never access financial data such as invoices and payouts—only the PME model allows you to grant invoice access to a property manager.
Primary Collaborator (Editor)
The primary collaborator has complete access to all property data:
- Calendar: Full access to booked, blocked, and available dates including price details
- Bookings: Full booking information including guest details, price breakdown, and payment status
- Financials: Invoices, payouts, and payment information
- Property configuration: Can view and edit all property settings
- Reviews: All guest reviews
- Collaborators: Can view and manage all property collaborators
- Notifications: Receives all notifications via email and push
Important: Only the primary collaborator can access payout details, invoices, and payment information. This account is legally linked to your property agreement with Holidu.
Permission Checkboxes Explained
When adding a collaborator, you can grant one or more specific permissions. Each permission gives access to different areas of your property management system.
Property Configuration
This permission allows collaborators to manage property details and settings.
What They Can View and Edit:
| Can View/Edit | Cannot Access |
|---|---|
| Property descriptions and titles | Bookings |
| Photos (upload, delete, reorder) | Financial data (invoices, payouts) |
| Amenities and facilities | Distribution channels |
| Room or unit information | Guest information |
| Pricing and seasonal rates | Blocked dates management |
| Additional fees | Performance metrics |
| Arrival and check-in instructions | Collaborator management |
| Calendar sync setup (iCal import) | Publishing controls |
| Calendar export (iCal) |
Limitations: The property location is read-only if the property is already published. To manage blocked dates, collaborators also need the "Viewing and Creating Bookings" permission.
Viewing and Creating Bookings
This permission gives collaborators access to booking information and the ability to manage bookings and blocked dates.
Regarding Bookings:
| Can See | Can Do |
|---|---|
| Full booking details | Create manual bookings |
| Guest name, email, phone, and address | Modify manual bookings |
| Complete price breakdown | Cancel bookings |
| Payout amounts | Update guest info on bookings |
| Commission details | |
| Channel information | |
| Booking history and modifications |
Regarding Blocked Dates:
| Can Do |
|---|
| View blocked dates with comments and notes |
| Create blocked dates |
| Edit blocked dates |
| Delete blocked dates (if not immutable) |
Cannot access: Property settings or descriptions, Distribution channel management, or Pricing configuration.
Note: To see the calendar view, also grant the "See availability" permission. If you have not completed KYC verification, guest contact details may be hidden until verification is complete.
See Availability
This permission provides a read-only calendar view, perfect for people who need to know when the property is occupied without seeing sensitive details.
Regarding Bookings:
| Can See | Cannot See |
|---|---|
| Booking dates (check-in and check-out) | Guest name, email, or phone |
| Number of guests (adults, children, babies) | Price breakdown or totals |
| Booking status (confirmed, canceled) | Payout or commission info |
| Booking ID | Channel information |
| Any financial data |
Regarding the Calendar:
| Can Do | Cannot Do |
|---|---|
| View which dates are available | Block or unblock dates |
| See blocked date ranges | See comments or notes on blocked dates |
| Access the property in the system | Edit any property settings |
| Manage iCal sync or export | |
| Modify anything |
This permission is ideal for cleaners, maintenance staff, or anyone who needs to know when the property is occupied but should not see financial or guest contact details.
Distribution and Publication
This permission allows collaborators to manage your property's presence on distribution channels.
| Can View | Can Modify |
|---|---|
| Connected distribution channels | Activate new channels (Airbnb, Booking.com, etc.) |
| Channel connection status | Deactivate existing channels |
| Sub-channel status | Enable or disable sub-channels |
| Cancellation policies per channel | Set cancellation policies |
| Channel pricing and markup details | Configure channel settings |
Cannot access: Property descriptions or settings, Bookings, Calendar or availability, Guest information, or Financial data (invoices, payouts).
Mark as Secondary
This option lets the collaborator receive email and push notifications about bookings on your property. Only one account per property can be marked as secondary.
Important: This checkbox controls notifications only—it does not grant access to view or edit anything. To give the person actual access to information, also select one or more of the other permission boxes.
Permission Comparison Matrix
| 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 | Yes | Full | Dates only | No | No |
| See Availability | No | Dates only | No | No | Read-only | No | No |
| Distribution and Publication | No | No | No | No | No | Full | No |
| Mark as Secondary | No | No | No | No | No | No | Yes |
Financial Data Access
No collaborator except the Primary Editor can access financial information. This includes:
- Invoices section
- Payouts section
- Payment status
This restriction applies to all collaborator permission combinations.
Note: Collaborators with the "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.
Best Practices for Managing Collaborators
To keep your property secure and running efficiently:
- Grant only the permissions each collaborator needs to perform their role
- Review collaborator access regularly and remove permissions that are no longer needed
- Use "See availability" for staff who only need to know property occupancy
- Designate only one secondary collaborator to receive notifications
- For complex property management needs, consider working with a PME (Property Management Expert) account for full operational access including financial data
- Keep your primary account secure, as it has complete access to all property data
Need Help Managing Your Collaborators?
If you have questions about setting up collaborators or need assistance with permissions, please use our contact form to reach our support team. We are here to help you find the right configuration for your property management needs.
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