Roles and permissions

Every act member has one role. Roles control what you can do with the act’s bookings and money.

Can they…	Owner	Manager	Manager + finance access	Member
See published bookings they’re on	✓	✓	✓	✓
Accept or decline their own booking invitations	✓	✓	✓	✓
See draft bookings	✓	✓	✓	—
Create and edit bookings, manage lineups	✓	✓	✓	—
Publish invitations, mark confirmed or completed, cancel	✓	✓	✓	—
Set booking billing, allocations, venue confirmations	✓	—	✓	—
Invoices, supplier review, payments	✓	—	✓	—
Invite, remove and change members	✓	—	—	—
Link a billing profile, rename or archive the act	✓	—	—	—

• Owners always have finance authority.
• Finance access can only be given to managers. Tick Finance access for them on the Members tab, or tick Grant finance access (manager role only) when you invite them.
• A live act must always have an owner.

Billing permissions are separate

To run the full money workflow for a booking you need both finance authority in the act and owner or admin permission on the billing profile that invoices the venue. See Billing profiles.

Change someone’s role or finance access

Owners only.

1. Open the act and go to the Members tab.
2. Change the Role dropdown, or tick or untick Finance access.
3. Select Save. You’ll see Membership updated.

Transfer ownership

Ownership moves in two steps, so the act is never left without an owner:

1. On the Members tab, select + and invite the existing member’s verified email with Offered role set to Owner (existing member only).
2. Once they’ve accepted, change your own role or leave the act.