What each role can do

This is the honest answer to “if I give Maria role X, how far does she get”. No tables of technical names — just screen by screen what the person will and won’t see. Read it before you invite anyone: two of the four ready roles are much broader than they sound.

The two surprises in short: Admin is not “Owner minus the sensitive parts” — Admin can do everything, including the subscription and card refunds. Member is not “a stylist with their own calendar” — a Member sees the whole board’s money and can change services, prices and working hours, but cannot see the clients.

1. Owner — the business owner

This is the person who created the business in Mountify. They have everything, no exceptions:

• the whole Catalog — services, prices, resources, locations, packages, working hours, holidays;
• the whole Schedule and Bookings — create, move, cancel, delete;
• Clients — view, edit, archive, block;
• the whole Money section — reports, “Who owes me”, “Payments”, “Finish the day”, expenses;
• refunding money to a card through Stripe;
• Setup → Integrations — connecting and disconnecting Stripe;
• Loyalty and Banners;
• Workspace settings — custom fields, visibility groups, the subscription and its add-ons;
• the team — invitations, roles, deactivation, removal.

The Owner role also has two quirks that aren’t permissions:

• The Owner cannot be deactivated or removed. If anyone tries, the server refuses with “You don’t have permission for this action.”
• There is no ownership transfer in the product. If the owner is leaving the business, the interface can’t settle it — contact support.

2. Admin — the same as Owner

The role is called Admin and its description sounds more modest, but the permission set is identical to Owner’s.

Which means an Admin can:

• change the subscription plan, add and remove add-ons;
• disconnect Stripe;
• refund money to a customer’s card;
• delete a service, a resource, a booking or a client;
• remove anyone else from the team (except the Owner).

Don’t trust the name. If what you want is “a manager without access to the money going to Mountify”, that isn’t Admin. Build a custom role — Build a custom role.

There’s also a purely practical detail: when you pick “Admin” in an invitation or in the permissions dialog, Mountify copies the permissions that appear in the list. One right — refunding money to a card — isn’t in that list, so the person ends up labelled Custom instead of Admin, and exactly that one action is refused. The explanation is in Roles & permissions, section 8.

3. Member — the worker

This is where expectation and reality diverge the most. The Member role grants View · Add · Edit across seven modules — and one of them, Booking boards, is very broad.

Can

Screen	What they can do
Schedule	Sees every resource’s full schedule, creates and moves bookings
Bookings	All the board’s bookings, filters, marking “Arrived” / “No-show”
Catalog → Offerings	Creates and edits services, prices, durations, deposits
Catalog → Team & resources	Adds and edits stylists, chairs, rooms
Catalog → Locations and Packages	Creates and edits
Setup → Working hours	Changes working hours, breaks, holidays
Setup → Public site	Edits the public page and can switch off “Online booking”
Setup → Reviews	Moderates reviews
Money	Sees every report, “Who owes me”, “Payments”, finishes the day
The Payment panel on a booking	Records “Paid cash”, “Paid card”, “Partial…”, “On the house”, a manual refund, and undoes a wrong entry
CRM (if the plan includes it)	Contacts, companies, deals, tasks, funnels — view, add, edit

Cannot

Action	What they see instead
Clients	The Clients row is in the rail, but the page returns “Couldn’t load booking clients” — see Troubleshooting
Cancelling an appointment	”You don’t have permission for this action.” Cancelling runs through Delete on Bookings, which Member doesn’t have
Deleting anything else (service, resource, contact)	The action returns “You don’t have permission for this action.”
Setup → Integrations	Can’t connect or disconnect Stripe
Online (card) refund	Refused with “You don’t have permission for this action.”
Loyalty and Banners	The sections don’t open
Workspace settings	The team and subscription tiles are missing
Files in CRM	No access

If you picture Member as “the safe role”, don’t. A Member can switch off online booking and see the full turnover. If that doesn’t work for you — build a custom role.

4. Viewer — look only

Grants View across the same seven modules and nothing more. Such a person:

• sees the schedule, the bookings, the services, the resources and the whole Money section;
• cannot create or change anything — not a booking, not a payment;
• cannot see the clients (the same limitation as Member);
• doesn’t see the team, the integrations or the subscription.

Useful for an accountant who has to reconcile the turnover, or a partner who only observes.

5. Who should get what — a practical table

Person in the salon	Recommendation
You, the owner	Owner (granted automatically when you create the business)
A co-owner who genuinely decides everything	Admin — knowing they can touch the subscription
Salon manager	A custom role on top of Member + View and Edit booking clients
Reception	A custom role: Bookings (all four actions — cancelling is “Delete”) + Booking boards on view only + clients
A stylist who runs their own calendar	A custom role: Bookings on view/add/edit and Booking boards on view only
Accountant	Viewer
Marketing	A custom role with Manage landing banners (and optionally Manage loyalty rules)

The ready recipes with the exact checkboxes are in Build a custom role.

6. How to check what one person holds

1. Open Workspace settings → Users & Permissions, tab Members.
2. Hover the label in the Role column.
3. An Active permissions list opens — per module with its actions, plus the special permissions that are on.

If you want to compare two roles side by side, open the Roles & Permissions tab and switch to Matrix.

Common questions

Will a Member see only their own calendar? No. There is no role that limits a person to their own bookings. Anyone who sees the schedule sees the whole schedule.

What about just one of my boards? No. See Can I limit someone to one salon?.

Can a Member see how much money came in today? Yes. The Money section opens with the board-view right that Member has.

Who can touch the subscription? Anyone with the special permission Manage workspace settings — that is Owner, Admin, and any custom role you switched it on for. Details in Who can manage the subscription.

If I change someone’s role, do they lose data? No. A role only changes what they can do. Their bookings, payments and notes stay.

Troubleshooting

Symptom	Cause	Fix
A colleague clicks Clients and sees “Couldn’t load booking clients” / “Something went wrong. Please try again.”	Their role lacks View booking clients. The nav row isn’t hidden by permission, so it looks like a technical fault.	Members → click their role label → switch on View booking clients (and Edit if they need to change them) → Save.
A colleague clicks a button and gets “You don’t have permission for this action.”	The server refuses exactly that action.	Open their permissions and switch the matching checkbox on.
I granted “Admin” but the label reads Custom	The set assembled through the screen is one permission short of the real Admin.	That’s normal. The only thing missing is the online card refund.
A colleague switched off online booking by accident	Edit on Booking boards allows that.	Turn the Online booking switch back on and narrow their role to View on that module.

What’s next

• Roles & permissions — how access is wired underneath.
• Build a custom role — ready recipes for reception, stylists and your accountant.
• Staff vs. resource — why a login and a calendar column are two different things.
• Change or remove access — when something changes.