Odybook.
Scaling Your Agency: Role-Based Access Control (RBAC)

Scaling Your Agency: Role-Based Access Control (RBAC)

Getting Started

SJ
Sarah Jenkins
6 min read Expert Verified

Transitioning from Solo-Guide to Agency Owner

Scale requires delegation. Odybook's RBAC system ensures that your guides have the info they need (manifests, guest names) without seeing what they don't (revenue data, bank details).

Standard Roles Defined

  • Admin: Full access to financial reporting and system settings.
  • Field Guide: Access only to assigned manifests and individual guest messaging.
  • Ops Manager: Can modify schedules and availability but cannot trigger payouts.

Best Practices for Onboarding

Always have guides download the Odybook app. Their 'Field Guide' role allows them to check guests in on-site using the QR scanner, which automatically updates your central records.

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