Roles group users with similar responsibilities and define what they can see and do in Tourseta.

Each user is assigned one role, and the role's permissions determine which modules and actions are available to them across the back office.

Role types

Tourseta supports two kinds of roles:

Type	Description
System roles	Pre-configured roles seeded automatically for every organization: Admin, Operations, and Finance. System roles cannot be edited or deleted, but they can be assigned to any user.
Custom roles	Roles you create yourself with a tailored set of permissions. Custom roles can be edited, renamed, or deleted at any time.

System roles

Every organization starts with three ready-to-use roles. The table below summarizes what each one can do.

Role	Purpose	Access summary
Admin	Full access to the back office, including user and role management.	All permissions across every module.
Operations	Day-to-day management of leads, tours, bookings, and customers.	Full access to tours. Access to leads (no delete), bookings (no delete, no audit log), customers (no delete), and coupons (no delete). Access to payments — can charge customer cards, record manual payments, and edit manual entries (no refunds, no deletions, no export). Read-only reports. No administration access.
Finance	Finance-focused access for payments and reporting.	Full access to payments (including refunds and export) and reports (including export). Read-only access to bookings, customers, and coupons. No access to leads, tours, integrations, or administration.

If the system roles do not match how your team is structured, create a custom role with exactly the permissions you need.

Create a custom role

Go to Administration (1) → Access management (2).
Click to Roles (3) → Add new role (4).
Enter a descriptive role name (for example, Reservations agent or Content editor).
Select the permissions (5) you want to grant. Permissions are grouped by module (Leads, Tours, Bookings, and so on). You can expand each module and toggle individual actions on or off.
Click Save (6).
Assign the role to users.

Tip: Start by enabling Read for every module the role needs visibility on, then add specific Create, Update, or Delete actions on top. A role with no permissions in a module will not see that module in the navigation at all.

Assign a role to a user

Go to Administration → Access management → Users.
Open the user you want to update (or click Invite user to create a new one).
In the Role field, select the role you want to assign.
Save the changes.

Each user can hold one role at a time. Changing a role takes effect on the user's next page load.

Edit or delete a role

Edit — Open the role from Administration → Access management → Roles, adjust the name or permissions, and save. Changes apply to every user currently assigned to that role.
Delete — Only custom roles can be deleted. Before deleting a role, reassign any users who hold it; otherwise the role cannot be removed.

⚠️ Important
The Admin, Operations, and Finance roles cannot be edited or deleted. If you need different permissions, create a custom role instead.

Permissions reference

Permissions are grouped by module. Each module contains a set of actions the role can perform. The tables below list every permission available in Tourseta.

Dashboard

Permission	What it grants
Read	View the Dashboard, including the Overview cards and the Payments chart.

Leads

Permission	What it grants
Read	View the Leads list and individual lead details.
Create	Add new leads manually.
Update	Edit lead details, status, notes, and assignments.
Archive	Move leads to the archive to keep the active list clean.
Delete	Permanently remove leads.
Export	Export the leads list to CSV.
Update bulk	Apply status, assignment, or tag changes to multiple leads at once.
Send group message	Send a bulk email to a selected group of leads.

Tours

Permission	What it grants
Read	View tours and all tour configuration sections.
Create	Create new tours in Draft status.
Update	Edit tour details, content, inventory, pricing, and booking settings.
Publish	Publish or unpublish tours so travelers can book them.
Duplicate	Duplicate an existing tour as a starting point for a new one.
Archive	Archive tours that are no longer active.
Manage operations	Access the tour's Operations section — messages, rooming lists, and other operational tools.

Bookings

Permission	What it grants
Read	View the Bookings list and individual booking details.
Create	Create bookings from the back office on behalf of a traveler.
Update	Edit booking details, travelers, rooms, extras, and payment plans.
Assign	Assign a booking to a specific user (the booking manager).
Cancel	Cancel bookings and trigger the associated cancellation flow.
Delete	Permanently remove a booking from the system.
Read audit	View the booking's change history and audit log.

Customers

Permission	What it grants
Read	View the Customers list and customer profiles.
Create	Add new customer records from the back office.
Update	Edit customer contact details, notes, and profile information.
Delete	Permanently remove a customer record.
Export	Export the customer list to CSV.

Payments

Permission	What it grants
Read	View payments and transaction history.
Refund	Issue refunds against a booking's payments.
Export	Export the payments list to CSV.
Add manual	Record manual payments received outside the platform (bank transfer, cash, etc.), and charge a customer's card from the back office.
Update manual	Edit a previously recorded manual payment.
Delete manual	Remove a manual payment entry.

Reports

Permission	What it grants
Read	View sales, operations, and finance reports.
Export	Download reports as CSV or Excel files.

Coupons

Permission	What it grants
Read	View coupons and their usage.
Create	Create new discount coupons.
Update	Edit coupon details, validity, and rules.
Delete	Remove coupons that are no longer needed.

Integrations

Permission	What it grants
Read	View connected integrations and their status.
Configure	Connect, disconnect, and configure third-party integrations.

Administration

Permission	What it grants
Read	Access the Administration section and view organization settings, users, and roles.
Update settings	Edit organization-level settings (branding, contact details, preferences). Does not include user management.
User management	Invite, edit, and deactivate users, and assign roles to them.
Role management	Create, edit, and delete custom roles.

How to set up roles