Every team member has one role. A role is a named set of permissions. Permissions decide which pages appear in the menu and which actions are available on each page.

## Default Roles

| Role | Summary |
| --- | --- |
| **Owner** | Company owner with full access to every area of the platform. The Owner role always keeps full access so someone can always recover team and permission settings. |
| **Admin** | Operations role for scheduling, orders, listings, customers, and media. It cannot change portal settings by default. |
| **Photographer** | Can view assigned appointments and items and personal payout totals only. |
| **Editor** | Can upload and delete listing media only. It cannot deliver listings by default. |
| **Accountant** | Finance operations role for reports, payroll, and accounting dashboards. |

Default role names cannot be renamed or deleted. Your workspace can still override a default role's permissions, as described below.

## What Each Permission Controls

| Permission | Allows | Notes |
| --- | --- | --- |
| **Manage Orders** | Create and update orders, statuses, and appointments. Create customers and customer teams. | Does not change workspace configuration or portal settings. |
| **Listing Media** | Upload images, videos, files, floor plans, and 3D content to listings. Add cloud media links and remove media. | Marking listings delivered also needs **Deliver Listings**. |
| **Deliver Listings** | Mark listings delivered and send delivery notifications to clients. | Uploading media also needs **Listing Media**. |
| **All Calendars** | Open every team member's calendar, including unassigned appointments, reserved spots, and time off. | Scheduling and rescheduling also need **Manage Orders**. |
| **Assigned Appts** | View only appointments tied to the member's assigned products. | Cannot create bookings, reserve spots, or reschedule. |
| **Assigned Payouts** | View a personal payout snapshot for assigned work. | Cannot edit financial records. |
| **Product Pricing** | View product and package prices. | Prices appear restricted without it. |
| **Invoice Amounts** | View order and invoice totals and revenue amounts. | Monetary totals are hidden without it. |
| **Financial Pages** | Open billing, fees, taxes, and coupons sections and read financial setup. | Creating or changing them also needs **Manage Financial**. |
| **Reports** | Access reporting and exports. | |
| **Manage Team** | Add, edit, and remove team members and roles. | |
| **Manage Products** | Create and edit products and pricing configuration. | |
| **Manage Settings** | Manage workspace configuration and integration settings. | Required for Company Settings and most Settings pages. |
| **Manage Financial** | Access billing, taxes, coupons, wallet, and payment settings. | |

Out of the box, the **Admin** role includes Manage Orders, Listing Media, Deliver Listings, All Calendars, Assigned Appts, Product Pricing, Invoice Amounts, and Manage Team. It does not include Manage Settings, Manage Products, Reports, Financial Pages, or Manage Financial unless your workspace overrides it.

## Which Pages Each Permission Opens

- **Customers, Teams, and Brokerages**: Manage Orders.
- **Products**: Manage Products.
- **Team**: Manage Team.
- **Reports**: Reports.
- **Billing** and **Referrals**: Manage Financial or Financial Pages.
- **Loyalty Program**: Manage Orders, Manage Financial, or Financial Pages. Only admins can create rules and rewards.
- **Company Settings, Portal Settings, Availability, Order Forms, Order Fields, Notifications, Customer Portal, and Property Websites**: Manage Settings.
- **Integrations**: Manage Settings. Members with only Assigned Appts see calendar connections only.
- **Library**: Listing Media.
- **Payroll**: payroll management access, or Assigned Payouts for personal payroll runs.

## Custom Roles and Permission Overrides

Open **Team** and select **Roles** to:

- **Override a default role.** Choose a default role, change its permissions, and select **Save Override**. Default role names and deletion stay protected. Changes apply only to your workspace. **Reset to Default** restores the original permissions.
- **Create a custom role.** Select **Create Role**, enter a **Role Name**, choose a role to **Start From**, add a **Summary**, and turn on only the **Permissions** the role needs. **Reset to Base** returns the role to the permissions of its starting role.

See [Create Custom Roles and Permission Overrides](https://help.remediahub.com/hc/help-center/articles/create-custom-roles) for step-by-step instructions.

## Troubleshooting

- **A team member sees read-only messages** such as "You have read-only access for integrations." Their role can view that page but not change it. Add the matching **Manage** permission if they should edit it.
- **Prices or totals show as restricted.** The role lacks **Product Pricing** or **Invoice Amounts**.

## Related Guides

- [Manage Your Internal Team](https://help.remediahub.com/hc/help-center/articles/manage-your-internal-team)
- [Create Custom Roles and Permission Overrides](https://help.remediahub.com/hc/help-center/articles/create-custom-roles)
- [Troubleshoot Sign-In and Missing Access](https://help.remediahub.com/hc/help-center/articles/sign-in-and-access-help)