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Roles & Permissions

Canterly uses role-based access control to ensure team members only see and do what they need to.

Available roles​

Owner​

Full access to all features including workspace settings, billing, and team management. Typically the facility owner or manager.

  • Can invite and remove team members
  • Can change workspace settings
  • Can view and manage all billing
  • Can access all data

Admin​

Full operational access without workspace ownership controls. Suitable for senior managers.

  • All the same access as Owner except:
    • Cannot remove the Owner
    • Cannot delete the workspace

Staff​

Access to day-to-day operational features. Suitable for instructors and grooms.

  • Can view and manage horses and clients
  • Can create and manage bookings
  • Can view the schedule
  • Cannot access billing or workspace settings
  • Cannot invite or remove team members

Read Only​

View-only access. Suitable for accountants or external auditors who need to see data without changing anything.

  • Can view all data (horses, clients, bookings, invoices)
  • Cannot create, edit, or delete anything

Changing a member's role​

  1. Go to Settings → Team
  2. Click on the team member
  3. Select a new role from the dropdown
  4. Changes take effect immediately

A note on data visibility​

All roles with operational access (Owner, Admin, Staff) can see all horses, clients, and bookings in the workspace. Canterly does not support per-record access restrictions within a workspace.