Roles Overview
The Roles section controls what different types of users can do inside your AnmarBookings platform. Each role defines a set of permissions that determine which areas of the system a user can access and what actions they are allowed to perform.
AnmarBookings is designed to be managed primarily through its own platform interface, allowing roles and permissions to be handled directly within the booking system — without relying on complex WordPress backend workflows.
This role system is critical for both:
- Single business setups – where you may only need a small team (Admin, Staff, Customers).
- Multivendor marketplaces – where you’ll manage many vendor owners and their staff across the platform.
Accessing the Roles Screen
Roles are managed through your AnmarBookings platform interface, giving business owners and platform operators full control without needing to rely on the WordPress admin area.
- Log into your AnmarBookings dashboard.
- Go to Settings → Roles.
You will see a table listing all existing roles, including:
- Name of Role – e.g. Admin, Vendor Owner, Staff, Customer.
- Description – A short explanation of what the role is for.
- Status – Indicates whether the role is currently active.
- Actions – Edit (pencil) and Delete (trash) icons.
Default Roles
AnmarBookings ships with core roles suitable for both single-vendor and multivendor setups:
- Admin – Platform administrator with full access.
- Vendor Owner – Business owner managing their services and staff.
- Staff – Team member handling bookings and day-to-day operations.
- Customer – End user booking services on the platform.
You can keep these default roles as they are, or extend the system by creating custom roles tailored to your workflow.
Adding a New Role
Custom roles let you fine-tune access for different responsibilities, such as a Receptionist, Franchise Manager, or Accountant.
- Open the Roles screen from your dashboard.
- Click the ADD ROLE button.
Fields
- Role Name – The label shown across the platform (e.g. “Receptionist”).
- Role Description – A brief explanation for internal reference.
Click ADD to create the role. Once created, you can open it to configure its permissions.
Examples
- Single Vendor Example: A spa creates a “Front Desk” role that can manage bookings and customers without access to sensitive settings.
- Multivendor Marketplace Example: A platform owner creates a “Vendor Manager” role for internal support staff to assist vendors without granting full admin privileges.
Best Practices
- Use roles strategically: Assign only what is required for each user category.
- Create roles that reflect workflows: e.g. Finance, Support, Operations.
- Avoid overusing Admin roles: Keep full access limited.
- Review roles regularly: Permissions should evolve as your platform grows.
A clean role structure ensures smoother operations, stronger security, and a better experience for your team and vendors.