Inviting team members + role permissions: owner, admin, operator, viewer

Most operators start solo. The moment you add a second person — a front-desk helper, a second stylist, a partner — you need role-based permissions. Deskwise has four roles. Two minutes to set up.

The four roles

• Owner: full access. There's exactly one owner per account, and it's whoever signed up. Can transfer ownership in Settings > Team.
• Admin: same as owner minus billing + ownership transfer. Use for partners or a business manager.
• Operator: can see calendar, take bookings, message clients, see their own bookings + clients. Cannot see other operators' books or financial data. Use for staff.
• Viewer: read-only. Cannot message, book, or change anything. Use for accountants, advisors, or part-time observers.

Inviting someone (2 minutes)

1. Settings > Team > Invite
2. Enter email + name
3. Pick role (Admin / Operator / Viewer)
4. If Operator, pick which locations they work at + which services they perform (this drives the calendar)
5. Send invite
6. They get an email with a link to set up their account

Per-role permissions in detail

Owner

• All calendar + booking + messaging features
• All financial data (revenue, payouts, fees)
• Billing + plan changes
• Invite/remove team members
• Edit services + pricing
• Edit voice + agent settings
• Stripe Connect access
• Transfer ownership

Admin

• Everything Owner can do, except:
• Cannot change billing plan
• Cannot transfer ownership
• Cannot remove the Owner

Operator

• Their own calendar (booked appointments)
• Take walk-in bookings
• Message clients in their own conversations
• See clients they've worked with
• Cannot see other operators' calendars or clients
• Cannot see revenue or financial data
• Cannot edit services, pricing, or settings

Viewer

• Read-only across all calendars (if granted) or limited to selected locations
• Cannot message, book, or change anything
• Common use: accountant who needs to see revenue but not edit

Operator-level privacy

Operators cannot see each other's books by default. This matters in salons where stylists are independent contractors with their own client books — they want their book private. If you want operators to see each other's calendars (e.g. a coordinated practice), toggle Settings > Team > Shared calendar visibility → On.

Removing someone

Settings > Team > [person] > Remove. They lose access immediately. Their bookings remain on the calendar (clients still see them as scheduled) but no new bookings can be made. If they had saved client conversations, those move to your inbox so nothing falls through.

When to transfer ownership

If the business changes hands (new owner, partnership reshuffle, you're stepping back), transfer ownership. Settings > Team > Transfer ownership > [admin]. The new owner takes over billing + plan + Stripe Connect. Your old account becomes Admin.