🔐 Required Role Permissions: Roles

🔓 Optional Role Permissions: See Bulk Action, Data Export

Roles group users with similar responsibilities into categories. Each role has a defined set of permissions within areas of the Ventrata dashboard, so called Dataset Permissions, as well as action permissions which extend the role's capabilities in an area.

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A user can be assigned more than one role.

Create a Role

In the Ventrata dashboard, go to Admin > Account Settings
Press the Roles tab.
In the action bar, press the + New Role button.
Enter role name. Use a descriptive title indicative of the role's function in your organisation, such as Accounts Team or Reseller Management.
Under Dataset Permissions, select 'See' and 'Modify' next to the area which the role should be able to view and edit.

📒 NOTE
To view the list of dataset permissions, jump to the Dataset Permissions section.

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You have the option to press the SELECT READ ALL and SELECT WRITE ALL buttons to give the role read/write access to all areas of the dashboard.
Select which columns are disabled for the role or keep 'All Columns' checked to keep all columns visible.
De-select which action permissions are not available to the role.

📒 NOTE
To view the list of action permissions, jump to the Action Permissions section.

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By default, all action permissions are allowed. You have the option to press the DE-SELECT ALL button to disallow all and cherry pick individual permissions.
Press the Create Role button.
Assign role to users.

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To learn how to create users, read our article Users.

Dataset Permissions

📒 NOTE

In the table below, permissions in the 'Modify' column are always added on top of 'See' permissions. Therefore, if both 'See' and 'Modify' are enabled, the role has all the permissions listed in the dataset row.

Dataset Permission	See	Modify
Adjustments	has access to Bookings > Adjustments and can view booking detail with adjustment	has access to Restore functionality
Agents	has access to Resellers > Agents and can view agent detail	can delete, update and duplicate agents; has access to Restore functionality
Articles	has access to Web Checkout > Articles and can view article detail	can create, delete, update and duplicate articles
Availabilities	has access to Products > Availabilities and can view availability detail	can delete, update and duplicate availabilities
Bands	has access to Resellers > Bands and can view band detail	can create, delete, update and duplicate bands; has access to Restore and Pricing functionality
Barcodes	has access to Products > Barcodes, can view barcode detail and download barcodes csv	can create, delete, update and duplicate barcodes
Batches	has access to Resellers > Batches and can view batch detail	can create, delete, update and duplicate batches
Bill Items	can view the Bill Item section of the bill detail in Supplier Settings > Bills	has access to the TRANSACTION FEE button on the bill detail under bill item
Bills	has access to Supplier Settings > Bills and can view bill detail
	This section comes with the new Ventrata pricing plan. If you cannot see this section, reach out to your Ventrata account manager to learn more.
Bookings	has access to Bookings > Bookings, can view booking detail and can create, delete, update and duplicate Labels
Brands	has access to Products > Brands and can view brand detail	can create, delete, update and duplicate brands
Campaigns	has access to Products > Campaigns and can view campaign detail	can create, delete, update and duplicate campaigns, can set up campaign managers
Channels	has access to Supplier Settings > Channels and can view channel detail	can create, delete, update and merge channels
Closures	has access to Products > Closures and can view closure detail	can create, delete, update and duplicate closures
Comments	has access to Activity > Comments and can view comment detail
Configs	has access to Ticket Terminals > Configs and can view config detail	can create, delete, update and duplicate configs
Connections	has access to Connections > Connections and can view connection detail	can create, delete, update and duplicate connections; has access to Restore functionality
Counters	has access to Products > Counters and can view counter detail	can create, delete, update and duplicate counters
Customers	has access to Booking > Customers and can view customer detail	can create, delete, update and duplicate customers; has access to Restore functionality
Destinations	has access to Products > Destinations and can view destination detail	can create, delete, update and duplicate destinations; has access to Restore functionality
Dispatches	has access to Pickups > Dispatches and can view dispatch detail	can create, delete, update and duplicate dispatches
Disputes	has access to Transactions > Disputes and can view dispute detail	can update dispute and submit evidence
Duties	has access to Ticket Terminals > Duties and can view duty detail	can create, delete, update and duplicate duties; has access to Restore functionality
Email Templates	has access to Products > Email Templates and can view template detail	can create, delete, update and duplicate email templates
Events	has access to Web Checkouts > Events and can view event detail	can create, delete, update and duplicate events
Gateways	has access to Supplier Setting > Gateways and can view gateway detail	can create, delete, update and duplicate gateways; has access to Restore functionality
Gifts	has access to Bookings > Gifts, can view gift detail and create, delete, update and duplicate Labels
Helpdesk Tickets	has access to Helpdesk Tickets and can view ticket detail	can create, delete, update and duplicate tickets; has access to Restore functionality
		Make sure that 'See All Helpdesk Tickets' is enabled in Action Permissions to view tickets created by other users.
Invoices	has access to Resellers > Invoices and can view invoice detail
Items	has access to Products > Items and can view item detail	can create, delete, update and duplicate items; has access to Restore functionality
Itineraries	has access to Products > Itineraries and can view itinerary detail	can create, delete, update and duplicate itineraries;
Ledger Codes	has access to Supplier Settings > Ledger Codes and can view code detail	can create, delete, update and duplicate ledger codes; has access to Restore functionality
Ledgers	has access to Transactions > Ledgers and can view ledger detail	can create and update ledgers
Locations	has access to Ticket Terminals > Locations and can view location detail	can create, delete, update and duplicate locations; has access to Restore functionality
Messages	has access to Ticket Terminals > Messages and can view message detail	can create, delete, update and duplicate messages; can create, delete, update and duplicate Templates
Notifications	has access to Activity > Notifications and can view notification detail	can create, delete, update and duplicate notifications
Operator Invoices	has access to Products > Operator Invoices and can view invoice detail	can view bookings, delete and update operator invoices
Operators	has access to Products > Operators and can view operator detail	can create, delete, update and duplicate operators; has access to the Restore functionality
Options	has access to Products > Options	has access to the Restore functionality
Orders	has access to Bookings > Orders, can view order detail
Pages	has access to Web Checkouts > Pages and can view page detail	can create, delete, update and duplicate pages
Pickups	has access to Pickups > Pickups and can view pickup detail	can create, delete, update and duplicate pickups; has access to Restore functionality
Plan	can view Ventrata pricing plans	can switch to different pricing plan
Portals	has access to Resellers > Portals and can view portal detail	can create, delete, update and duplicate portals; has access to Restore functionality
Presets	has access to Ticket Terminals > Presets and can view preset detail	can create, delete, update and duplicate presets
Print Errors	has access to Ticket Terminals > Print Errors and can view error detail
Products	has access to Products > Products and can view product detail;	can create, delete, update and duplicate products; has access to Restore functionality; can update product metadata
	can create tickets (units), cutoffs, fields, extras, options, tours and tour groups;
	can modify rates, add combinations and comparisons;
	can upload product images,
	can add and delete product FAQs, Highlights, Website Meta Tags
Promotions	has access to Products > Promotions and can view promotion detail	can create, delete, update and duplicate promotions; can download and print promo codes; has access to the Restore functionality
Purchases	has access to Bookings > Item Purchases, can view purchase detail and create, delete, update and duplicate Labels
Questions	has access to Products > Questions and can view question detail	can create, delete, update and duplicate questions; has access to the Restore functionality
Rates	has access to Products > Rates and can use the Debug tool
Receipts	has access to Products > Receipts and can view receipt detail	can create, delete, update and duplicate receipt templates, can edit receipt layout
Reclaims	has access to Resellers > Reclaims and can view reclaim detail	can delete, update and duplicate reclaims
Registries	has access to Supplier Settings > Registries and can view registry detail	can create, delete, update and duplicate registries
Requests	has access to Activity > Requests and can view request detail
Resellers	has access to Resellers > Resellers and can view reseller detail;	can delete, update and duplicate resellers; has access to Restore functionality;
	can reset agent password;	Make sure the 'Update Reseller Settings' under Action Permission is also enabled to be able to edit reseller fields.
	can create, delete, update and duplicate outlets;	has access to Pricing (Export) functionality
	can delete branding;
	can add comments
Resource Allocations	has access to Bookings > Resource Allocations and can view allocation detail
Resources	has access to Products > Resources and can view resource detail	can create, delete and update resources;
		can manage resource availability;
		can create, delete, update and duplicate resource groups;
Roles	has access to Roles and can view role detail	can create, delete, update and duplicate roles
Routes	has access to Pickups > Routes and can view route detail	can create, delete, update and duplicate routes
Scans	has access to Ticket Terminals > Scans and can view scan detail
Sellers	has access to Ticket Terminals > Sellers and can view seller detail	can create, delete, update and duplicate sellers; has access to Restore functionality
Sequences	has access to Supplier Settings > Sequences and can view sequence detail	can create, delete, update and duplicate sequences
Shift Adjustments	has access to Ticket Terminals > Shift Adjustments and can view adjustment detail	can edit transaction adjustments and cash declaration
Shifts	has access to Ticket Terminals > Shifts, can view shift detail and can edit transaction adjustments and cash declaration	can mark shift as test and re-open shift; has access to the Restore functionality
Stocks	has access to Products > Stocks and can view stock detail	can create, delete, update and duplicate stocks
Suppliers	has access to Account Settings > Suppliers and can view supplier detail	can create suppliers; has access to the Restore functionality
Tasks	has access to Bookings > Tasks and can view task detail	can create, delete, update and duplicate tasks
		Make sure that 'Resolve Tasks' is enabled in Action Permissions if the role should have this capability.
Tax Rates	has access to Products > Tax Rates and can view rate detail	can create, delete, update and duplicate tax rates; has access to the Restore functionality
Templates	has access to Products > Templates and can view template detail	can create, delete, update and duplicate templates, can edit template layout
Terminals	has access to Ticket Terminals > Terminals, can view terminal detail and can deactivate terminal	can create, delete, update and duplicate terminals; has access to the Restore functionality
Tickets	has access to Bookings > Tickets and can view ticket detail
Topups	has access to Resellers > Topups and can view topup detail
Transactions	has access to Transactions > Transactions and can view transaction detail
Transfers	has access to Transactions > Transfers and can view transfer detail
Units	has access to Products > Units and can view unit detail	can delete, update and duplicate units; has access to the Restore functionality
Upgrades	has access to Bookings > Extra Upgrades and can view upgrade detail
Users	has access to Users and can view user detail	can create, delete and update users, can reset user password; has access to the Restore functionality
Vouchers	has access to Resellers > Vouchers and can view voucher detail	can create, delete and update vouchers; can download voucher codes and print voucher templates; has access to the Restore functionality
Waivers	has access to Products > Waivers and can view waiver detail	can create, delete, update and duplicate waivers
Webhooks	has access to Connections > Webhooks and can view webhook detail	can create, delete, update and duplicate webhooks

Action Permissions

Action Permission	Description	Dependency: Dataset Permissions	Dependency: Action Permissions
Create Order	can create new bookings, retail purchases, or gift cards, or redeem voucher codes using the Backoffice, can also access Sales Portals

Edit Order	can save edited order detail such as currency, notification emails and notes using the EDIT ORDER button on the booking detail, can also edit customer information	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify
Edit Order Reseller	using the EDIT ORDER button on the booking detail, the role can edit reseller details	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify	Edit Order
Add Custom Pickup	if 'Allow Custom Pickup' is enabled on the product level, the role can add a custom pickup when booking a tour		Create Order
Offer Promotion	if there are promotions created under Products > Promotions , the role can apply promotions to bookings		Create Order
Show Commission	can view reseller commission on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Promotion Dropdown	when enabled, non-public promotions are displayed from a dropdown instead of a list on the booking form		Create Order
Edit Adjustments	can add price adjustment on the booking form		Create Order
Void Transactions	can void a transaction on the booking detail	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See
Edit Transactions	can edit a transaction on the booking detail	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See
Edit Comments	can edit and delete user comments	Any Permission Level(s): See	See Comments
Create Reclaim	can create reclaims on the Resellers > Reclaims page	Reclaims Permission Level(s): See & Modify
Create Top-up	can create top-ups on the Resellers > Topups page	Top up Permission Level(s): See & Modify
Test Order	can flag an order as test, by using the + New Order button or by using the EDIT ORDER button on the booking detail of an existing order		Create Order
Redeem Booking	can redeem a booking using the Redeem button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
No-show Booking	can mark a booking as no-show using the No-Show button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Un-redeem Booking	can un-redeem a booking using the Un-Redeem button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Add Transaction	can add a payment to an order	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify
Refund Transaction	can refund an order	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify
Update Booking	can update a booking using the Make Changes button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Update Future Booking	can update a booking with a travel date in the future using the Make Changes button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Update Cancelled Booking	can update a booking in 'Cancelled' state using the Make Changes button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Cancel Booking	can cancel a booking using the Cancel Booking button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
Edit Shift	can edit shifts on the Ticket Terminals > Shifts page	Shifts Permission Level(s): See & Modify
Merge Shift	can merge ended, reconciled or approved shifts on the Ticket Terminals > Shifts page	Shifts Permission Level(s): See
Approve Shift	can use the 'Toggle Approved' bulk action functionality on the Ticket Terminals > Shifts page	Shifts Permission Level(s): See & Modify	See Bulk Actions
Create Invoice	can create an invoice on the Resellers > Invoices page	Invoices Permission Level(s): See & Modify
Create Reseller	can create a reseller on the Resellers > Resellers page	Resellers Permission Level(s): See & Modify
Edit Invoice	can edit an invoice using the EDIT INVOICE button on the invoice detail	Invoices Permission Level(s): See & Modify
Edit Top-up	can edit a top-up using the EDIT TOP-UP button on the top-up detail	Topups Permission Level(s): See & Modify
Confirm Invoice	can confirm invoices on the Resellers > Invoices page	Invoices Permission Level(s): See
Void Invoice	can void invoices on the Resellers > Invoices page	Invoices Permission Level(s): See
Confirm Top-up	can confirm a paid top-up on the top-up detail	Topups Permission Level(s): See
Save Searches	can create private saved searches	Any Permission Level(s): See
Save Public Searches	can create public saved searches	Any Permission Level(s): See	Save Searches
Book Historically	can create orders with travel dates set in the past		Create Order
Allow Freesale	can override product availability during booking		Create Order
See Booking Updates	can view booking updates in logs below booking details	Bookings / Tickets / Tasks / Extra Upgrades / Item Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify	See Comments
Update Availability	can see and modify General Availability, Opening Hours and Allocations tabs on the product level	Products Permission Level(s): See
See Margin	can see margin on the booking detail	Bookings / Tickets / Adjustments / Resource Allocations Permission Level(s): See
See Bulk Action	can see bulk actions on dashboard tables where available	Any Permission Level(s): See
See Intercom	can see Ventrata chat support icon
Generate Reports	can generate reports	Any Permission Level(s): See
Data Export	can export data in CSV, Excel or SQL formats	Any Permission Level(s): See
Data Pagination	can see page number and use pagination options (next/previous page and select the number of items per page)	Any Permission Level(s): See
See Product Operator	can see the product operator in the product details of the booking detail and booking form	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See
See Internal Notes	can see private notes on the booking detail and booking form	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See
Update Reseller Settings	can edit fields on the reseller detail	Resellers Permission Level(s): See & Modify
Update Bands	can create, delete, update and duplicate bands; has access to Restore and Pricing functionality	Bands Permission Level(s): See & Modify
Manage Agent Accounts	can create and deactivate reseller agent accounts	Agents Permission Level(s): See & Modify
See Seller Pins	can view seller's pin on seller detail	Sellers Permission Level(s): See & Modify
Reconcile Order	can reconcile an order using the RECONCILE ORDER button on the booking detail	Bookings / Tickets / Orders / Extra Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See & Modify	Edit Order
Modify Manifests	can create, delete, update and duplicate manifests in the calendar using the Manifests button		Save Calendar
Resolve Tasks	can resolve tasks	Tasks Permission Level(s): See
See All Helpdesk Tickets	can view helpdesk tickets created by other users	Helpdesk Tickets Permission Level(s): See
Pay by Card	card payment is allowed		Create Order
Pay by Cash	cash payment is allowed		Create Order
Pay by Voucher	payment by voucher is allowed		Create Order
Pay by Gift Voucher	payment by gift voucher is allowed		Create Order
Pay by Other	other (custom) payment methods are allowed		Create Order
Cancel Future Booking	can cancel bookings with a travel date in the future using the Cancel Booking button on the booking detail	Bookings / Tickets / Orders / Upgrades / Adjustments / Resource Allocations Permission Level(s): See & Modify
See Comments	can view all logs (user comments and system updates) below the booking detail	Any Permission Level(s): See
See Source	on the booking detail, can view which source the order was made from	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See
See Reseller	on the booking detail, can view which reseller made the order	Bookings / Tickets / Orders / Upgrades / Purchases / Adjustments / Gifts / Resource Allocations Permission Level(s): See
See Dashboard	can view the Dashboard page
See Targets	has access to the Ticket Terminals > Targets page
See Duties	has access to the Ticket Terminals > Duties page
See Checkouts	has access to the Web Checkouts > Checkouts page
See Rewards	has access to the Resellers > Rewards page
See Categories	has access to the Products > Categories page
See Seasons	has access to the Products > Seasons page
See Notices	has access to the Products > Notices page
See Routes	has access to the Pickup > Routes page
See Pricing	has access to the Pricing page
See Calendar	can view the Calendar tab in the navigation bar and can access manifests created by other roles
See Settings	has access to the Supplier Settings > Supplier Settings page
See Custom Reports	has access to other users' public reports	Any Permission Level(s): See	Generate Reports
See Charts	has access to other users' public charts	Any Permission Level(s): See	Generate Reports
Recreate Ledgers	can recreate ledgers on the Ledgers table.	Ledgers Permission Level(s): See & Modify	See Bulk Actions
Modify Dashboard	can save and manage private and public dashboard page views		See Dashboard
Modify Targets	can create, delete, update and duplicate targets on the Ticket Terminals > Targets page		See Targets
Modify Duties	can create, delete, update and duplicate duties on the Ticket Terminals > Duties page		See Duties
Modify Checkouts	can create, delete, update and duplicate checkouts on the Web Checkouts > Checkouts page		See Checkouts
Modify Rewards	can create, delete, update and duplicate rewards on the Resellers > Rewards page		See Rewards
Modify Categories	can create, delete, update and duplicate category on the Products > Categories page		See Categories
Modify Seasons	can create, delete, update and duplicate season on the Products > Seasons page		See Seasons
Modify Notices	can create, delete, update and duplicate notices on the Products > Notices page		See Notices
Modify Routes	can create, delete, update and duplicate routes on the Pickup > Routes page		See Routes
Modify Pricing	can modify pricing on the Pricing page		See Pricing
Modify Calendar	can assign guides and resources in the manifest	Availabilities, Resources Permission Level(s): See & Modify	Update Availability, See Calendar
Modify Settings	can edit supplier settings		See Settings
Modify Custom Reports	can update, delete and duplicate reports		See Custom Reports, Generate Reports
Modify Charts	can update, delete and duplicate charts		See Charts, Generate Reports