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Roles and what each one can do
The default role bundles, what each can and cannot reach, and how role, permission and app enablement combine to decide your sidebar.
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Who this is for: Owner, Manager — managing roles requires
org.roles.manage.
The default roles that ship with a Nerve organisation, and the boundary of each.
How to read this#
Three things decide whether you can reach a screen, and all three must be true:
- Your role carries the permission that screen requires.
- The app that owns the screen is installed on the property.
- You are in a context — an organisation and a property — where that role applies.
That is why two people with the same role can see different sidebars: app installation is per property, so it doubles as a feature gate. A screen you cannot reach is not hidden-but-present; the navigation is built from your resolved permission set, and a direct URL to it returns an unauthorized state that does not reveal whether any data exists behind it.
Roles are configurable per organisation. The table below is what each role carries by default — authoring your own is a short job once you know what the defaults leave out.
Penting
Every permission belongs to an app, and an app that is not installed makes its permissions inert. Not hidden — inert: the permission stays in your bundle and stops counting for anything. This is the single most confusing thing in this page, because it means a role can hold a permission and still be refused, and the refusal looks identical to not holding it. The live example on a default property: Revenue is not installed by default, so every
rms.*grant a Manager holds does nothing until it is installed.
apps.manage— the permission that installs and removes apps, at Integrations → App Directory — is deliberately acorepermission, exempt from this trap: it is always resolvable, precisely so the one screen that turns an app on can never itself be locked behind an app that needs turning on. Manager holds it by default; that is the "app enablement" line in the table below. Installing and enabling apps for a property is the whole story, including the separate, commercial paywall a specific app can still sit behind even when the permission is held.
Catatan
Headquarter is a special case: every one of its permissions is Owner-only by default, anchored on
org.managerather than on any operational permission. A Manager who can run every other app in the sidebar still cannot create a headquarter group, invite a property into one, or read a roll-up — that is not an oversight, it follows the same anchor as Operator Links and the Organisation profile. See Headquarter overview.
Default role bundles#
| Role | Can | Cannot |
|---|---|---|
| Owner | Everything in the permission catalog | — |
| Manager | Front Desk (all) — including a reservation's segment/source/purpose, cancellation reasons and special requests — Housekeeping, bookings read and write, room categories, rate plans and prices, distribution settings, listings, messaging, reviews and content, ledger read, Revenue including accepting recommendations, authoring plans and managing the competitor set/benchmark rates, Inventory end to end including both of its gates, Point of Sale end to end including outlet profiles, settlement bank accounts (add, deactivate, reveal), billing setup — charge codes, tax and billing-instruction templates, member invite and management including departments, property create and settings, terminology, notifications, step-up policy, audit read, installing or removing an app from the App Directory | Push availability, set restrictions or stop-sell, manage channels; payables, receivables, night audit; role management; the organisation profile, operator links and the delegation roster; API keys, webhooks and MCP connections inside Integrations; Headquarter, entirely |
| Front Desk | Reservations — including its segment/source/purpose attributes, cancelling with a reason, and special requests — check-in and check-out, room assign and block, folio post and transfer (including applying a billing-instruction template to a group), payments and refunds, invoices, guests, Housekeeping status | Everything else — no Accounting, no Settings beyond reading billing setup, no Members |
| Accountant | Ledger, chart of accounts, payables create and approve, receivables, night audit, settlement bank accounts (add, deactivate, reveal), billing setup — charge codes, tax and billing-instruction templates, reservation read, and Inventory's two money gates — approving a purchase order and matching a supplier invoice — plus the stock valuation | Front-desk mutations, Reservations, Revenue, Settings beyond billing setup, Point of Sale, Headquarter, the App Directory; the Inventory catalog, suppliers, receiving, recipes, consumption and counts |
| Storekeeper | The back-of-house cost side day to day: the stock catalog, suppliers and price lists, raising purchase orders, receiving goods, recipes, issuing stock and running counts, and reading the valuation | Approve a purchase order or match a supplier invoice — the two points where money is committed. Everything outside Inventory |
| Read-only | Read reservations, rates, bookings, messages, reviews, ledger, analytics, forecast, recommendations, the competitor set and benchmark rates, and the stock catalog, purchase orders and valuation | Any mutation; settlement bank accounts and Headquarter, which it cannot even read |
Catatan
The Manager line surprises people in both directions. A Manager may change a room's price —
crs.rates.writeis in the bundle — but may not push that price to a channel, close a date, or connect a channel. The boundary is not reading versus writing; it is changing what you sell versus changing what the channels are told. The Reservations overview explains why, and rate recommendations covers the one action that crosses the line in a single step.
Catatan
Storekeeper and Accountant are two halves of one job. Read their rows against each other: the Storekeeper orders the goods and puts them away, and the Accountant decides the order was worth placing and the invoice deserves paying. Neither can walk the whole procure-to-pay chain alone, which is the point of splitting them. There is no seeded Storekeeper demo account, but the role ships with every organisation.
Permissions behind the Front Desk screens#
| Screen | Permission |
|---|---|
| Reservations | frontdesk.reservation.read to see and record segment/source/purpose, frontdesk.reservation.write to change them, cancel with a reason, or add/remove a special request |
| Room Rack | frontdesk.room.assign |
| Rooms & Units | frontdesk.room.block |
| Guests | frontdesk.guest.read |
| Arrivals & Check-in | frontdesk.checkin |
| Departures & Check-out | frontdesk.checkout |
| Folios & Billing | frontdesk.folio.post |
| Group Billing | frontdesk.folio.post to view, frontdesk.folio.transfer to route a stay or apply a billing-instruction template |
| Payments | frontdesk.payment.take |
| Stay-Time Policies | frontdesk.reservation.read |
| Ancillary Catalog | frontdesk.ancillary.sell |
| Room Status Board (Housekeeping) | housekeeping.status.update |
Permissions behind the Revenue screens#
| Screen | Permission |
|---|---|
| Forecast & Pace | rms.forecast.read |
| Planning | rms.analytics.read to read, rms.plan.manage to author |
| Grain & Variance | rms.analytics.read |
| Recommendations | rms.recommendation.read to read and generate, rms.recommendation.manage to accept or dismiss |
| Benchmarking | rms.benchmark.read to read, rms.benchmark.manage to define competitors and record rates |
Permissions behind the Inventory screens#
| Screen | Permission |
|---|---|
| Stores & Items | inventory.catalog.read to read, inventory.catalog.write to add or archive |
| Suppliers | inventory.supplier.manage |
| Purchase Orders | inventory.po.read to read, inventory.po.write to raise, send or cancel, inventory.po.approve to approve |
| Receiving | inventory.receipt.write |
| Invoices | inventory.invoice.match |
| Recipes | inventory.recipe.manage |
| Consumption | inventory.consumption.write |
| Stock Counts | inventory.count.manage |
| Valuation | inventory.valuation.read |
Permissions behind the Billing screens#
| Screen | Permission |
|---|---|
| Charge Codes | billing.setup.read to read, billing.setup.manage to edit |
| Article Groups | billing.setup.read to read, billing.setup.manage to edit |
| Tax & Service | billing.setup.read to read, billing.setup.manage to change a rate |
| Instructions | billing.setup.read to read, billing.setup.manage to define a template, frontdesk.folio.transfer to apply one to a group |
See Charge codes, tax and billing setup for what each tab holds.
Permissions behind the Headquarter screens#
| Screen | Permission |
|---|---|
| Dashboard | headquarter.read |
| Groups — the owner side (create a group, invite a property, revoke) | headquarter.group.manage |
| Groups — the member side (accept or decline your own invitation) | headquarter.member.manage on the hotel you pick |
All three are anchored on org.manage in the default bundles, so only Owner reaches Headquarter out of the box — see the note above.
Permissions behind the Settings screens#
| Screen | Permission |
|---|---|
| Team → People | org.members.invite to see and invite, org.members.manage to assign or remove roles |
| Team → Departments | org.members.manage to add, rename, deactivate or assign a department |
| Roles | org.roles.manage |
| Hotel | hotel.settings.manage; creating a property also needs hotel.create |
| Outlets | pos.catalog.read to read, pos.outlet.manage to edit the profile |
| Reference Data | reference.manage |
| Terminology | hotel.terminology.manage |
| Organisation | org.manage |
| Operator Links | org.manage |
| Delegation Roster | org.manage |
| Audit Log | org.audit.read |
| Notifications | core.notifications.manage |
| Escalation | core.stepup.manage |
| Data Import | core.import.read to see, core.import.upload to upload, core.import.commit to commit |
Catatan
App installation is not on this list because it is not a Settings screen —
apps.managelives at Integrations → App Directory. See Installing and enabling apps for a property.
See also#
- Settings overview — every screen these permissions gate, and who reaches it
- Roles and custom permission bundles — authoring a role of your own from the catalog
- Installing and enabling apps for a property — the second of the three gates, in full
- Realms — why some accounts are asked to re-authenticate when they cross into another portal
- Why two people see different menus — diagnosing a missing screen against the three rules above
- Front Desk overview — the module these Front Desk permissions gate
- Inventory overview — the section the Storekeeper bundle exists for, and the two gates it stops at
- Headquarter overview — the Owner-only roll-up these Headquarter permissions gate