Admin, manager & staff: who can do what
A plain-English breakdown of every role in Pupline and the exact permission behind each one.
Pupline has four fixed roles. Each one builds on the one below it, so privilege flows Owner → Admin → Manager → Staff: an owner can do everything, and each step down removes a slice of access. There are no custom roles, which keeps permissions predictable and your client data safe.
The quick version
Owner
The account holder. Can do everything, including billing, seats and payment. There is always exactly one owner.
Best for: You, the business owner.
Admin
Runs the whole business: settings, the team and all day-to-day work. The one thing an admin cannot touch is billing.
Best for: A co-owner or trusted second-in-command.
Manager
Runs the day-to-day: clients, invoices, bookings, tasks, checklists, schedules and timesheets. No billing, account settings or team management.
Best for: A shift lead or operations manager.
Staff
Works on only their own assigned bookings, tasks and checklists, plus the client and pet details needed to do that work. No management access.
Best for: Walkers, sitters and kennel attendants.
The full permission matrix
Every permission, and the role you need to hold it. This table is generated directly from the same rules Pupline enforces in the app, so it is always exactly right.
| What you can do | Owner | Admin | Manager | Staff |
|---|---|---|---|---|
| Manage billing, seats & payment | Yes | No | No | No |
| Edit business profile, booking setup & integrations | Yes | Yes | No | No |
| Invite, remove & set teammate roles | Yes | Yes | No | No |
| Create, send & mark invoices paid | Yes | Yes | Yes | No |
| Add & edit clients, pets & the Vault | Yes | Yes | Yes | No |
| Assign a booking to a team member | Yes | Yes | Yes | No |
| Create tasks | Yes | Yes | Yes | No |
| Assign tasks to teammates | Yes | Yes | Yes | No |
| Define per-run checklist templates | Yes | Yes | Yes | No |
| Build team schedules & shifts | Yes | Yes | Yes | No |
| Edit other people's time entries | Yes | Yes | Yes | No |
A note on Staff. Staff hold none of the permissions above, but they are not locked out. They get scoped access to their own assigned bookings, tasks, checklists and time clock, plus the client and pet details needed to do that work, just nothing that belongs to anyone else.
How to change someone's role
- In the portal, open Team → Members.
- Find the teammate and open their row.
- Pick a new role: Owner, Admin, Manager or Staff.
- Save. Their access updates immediately.
Only owners and admins can change roles (that is the "invite, remove & set teammate roles" permission above).
Common questions
Can I create custom roles?
Not yet. Pupline uses four fixed roles, Owner, Admin, Manager and Staff, so permissions stay predictable and secure. Most teams map cleanly onto them.
Can staff see other people's bookings?
No. Staff see only the bookings, tasks and checklists assigned to them, plus the client and pet details needed to do that work.
Who can manage billing?
Only the Owner. Admins run everything else but cannot change the subscription, seats or payment method.
How many owners can an account have?
One. The owner is the account holder; everyone else is an admin, manager or staff member.
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