Role-based access
The right access for every person on your team.
Your community manager should not see billing data. Your accountant does not need to edit member profiles. CoWorkly lets you set exactly what each role can see and do — so the right people have the right access and nothing more.
See role-based access in action.
A walkthrough of setting up staff roles and permissions so each team member sees only what they need.
Common staff roles in a coworking space.
Map CoWorkly's permission system to the way your team is structured.
-
Owner / Admin
Full access to everything — settings, billing, members, reports and all branches.
-
Manager
Manages members and operations for a branch. No access to system-wide settings or financial exports.
-
Community manager
Creates events, posts announcements and handles support tickets. No billing access.
-
Receptionist
Checks members in, manages day-pass bookings and handles meeting room reservations at the front desk.
-
Accountant
Views and exports invoices and payment records. Cannot edit member profiles or bookings.
Granular control over who does what.
Permissions set by role, not by person — easy to manage as your team grows.
- Define roles and assign them to staff members in settings.
- Permissions cover members, billing, bookings, reports, settings and community features.
- Multi-branch access control — staff can be limited to a specific branch or given cross-branch visibility.
- Change a role and every staff member with that role is updated immediately.
- Full audit trail of who changed what and when.
Questions about roles and permissions.
Can I create custom roles?
Yes. You can define roles with any combination of permissions that fits your team structure — you are not limited to preset roles.
Can I restrict staff to one branch?
Yes. In a multi-branch setup, staff can be assigned to a specific branch. They only see and manage data for that branch.
Is there an audit log?
Yes. CoWorkly records key actions — who changed a member's plan, who sent an invoice, who marked a ticket as resolved — so you always have full visibility of what your team is doing.
Build a team that works securely in CoWorkly.
See how role-based access keeps your space's data safe in a live demo.