Permission groups

In order to manage various user roles and access levels within your company, your Dashboard is set up with the following default permission groups:

• Directors have full access to edit Dashboard settings, including the ability to create and manage users and permission groups. In addition, users assigned to this role can view all reports and manage accounting-related information, such as bank accounts, among others.
• Managers can make changes related to bookings, availabilities, and crew, but cannot view reports.
• Users with the Payments Setup permission group can access and complete the Payment Setup Checklist, but do not have permissions to make any other changes in the Dashboard.
• Reservationists can create and edit bookings.
• Guides can view bookings and crew assignments, but cannot make any edits besides checking in customers, creating crew assignments, and sending communications.

Note that if you choose to edit any of these groups, they may no longer match the descriptions listed above.

There are permission groups for affiliates and partners too, but you won’t need to worry about setting those up yourself. If you have affiliates or partners you need to set up, get in touch with our Channel Support team.

For reference, here are the types of permission groups for affiliates and partners:

• Affiliate (can see prices): This allows affiliates to see prices on availabilities. If you want your affiliates to be able to charge a credit card when making a booking, they will need to be set up with this permission group.
• Affiliate (cannot see prices): In some cases, you might not want your affiliate to see prices. In these instances, they will be assigned this permission group.
• Affiliate – API: Affiliates connected to FareHarbor using the Reseller (Channel) API require a separate permission group with a few extra settings. If you have a question about if a company is connected to the Reseller (Channel) API please reach out to the Connectivity team at support@fareharbor.com.
• Affiliate – API External: Affiliates connected to FareHarbor using the External API require a separate permission group with a few extra settings. If you have a question about if a company is connected to the External API please reach out to the Connectivity team at support@fareharbor.com.
• Partner: The partner group controls what your employees can do when booking for a partner. For example, you can restrict your employees from adding notes for your partners, while still allowing them to add notes for your own company.

Note: Affiliates will only be able to view bookings that they have been tagged as the affiliate for. By default, they also have the ability to view and pay invoices in FareHarbor.

Watch the following short video or follow the steps below to see what permission group you are a member of.

1. Click on your name at the top right of your Dashboard.
2. Select Your Account.
3. Go to the Permissions section.

The first setting listed here is your permission group. To see the details of your permission group, click on the blue arrow.

You can always view the permissions associated with the group your user account is a member of. However, in some instances, you may not have access to view other users’ names or permissions.

To view other users’ permission groups, go to Settings > Users & Permissions > Users. The permission group assigned to each user is shown in the Group column:

How can I limit who can view other users’ information in my Dashboard?

By default, only members of the Directors permission group have the ability to see all information for all users, including their username, email address, permission group and activity.

Users who are members of other permission groups (Manager, Reservationist, Guide), will only see other users’ first and last names and permission group, by default:

To prevent users in a permission group from seeing other users’ names, email addresses, permission group and activity, the View other users permission must be disabled (unchecked) in the Permissions group settings. As this is a company setting, it will apply to all users who are members of that permission group.

Note: If your user account is associated with a permission group that currently has access to other users and permissions, you will continue to have this ability unless it is explicitly revoked.

I used to be able to see other users and their permission groups. Why am I only seeing my own name now?

If you were previously able to view other users on the Users & Permissions tab, but now only see your own name, username, email address and permission group, this could mean the settings for your permission group have been changed. In this case, your permission group will have to have the View other users permission re-enabled.

How does the “View other users” permission setting affect what each user can see?

• For all new users assigned to that permission group, their user account will inherit the permission setting, whether it is enabled or disabled. By default, only Directors have this permission enabled.
• Permissions assigned prior to this setting being introduced will be retained, unless specifically modified. This means that should the ability to view other users be removed from your permission group, you will no longer be able to view the information, and the permission will have to be re-enabled.

How can I see what each permission group allows?

To see the details of each permission group in your Dashboard, go to Settings > Users & Permissions > Permission Groups. Locate the permission group you’d like to see, then click View (or Edit).

You can toggle between different sections, such as Bookings & Payments, Reporting, and Advanced to see what is allowed in different parts of the Dashboard.

How can I make changes to my company’s permission groups?

By default, Dashboard users are not able to create or edit permission groups (this includes company Directors and Admins). We’ve made this the default to ensure that permission levels remain consistent and that only users with the right permissions can access certain information in your Dashboard.

However, approved users can get access to edit and create permission groups. If you would like the ability to make changes to any of your permission groups, or create a new group, please get in touch with FareHarbor Support.

See also: Managing permission groups