Managing collaborators effectively is essential for running your property smoothly. This guide explains the different types of collaborators you can add to your property and how to manage their access levels based on what they need to accomplish.
Quick Reference: Common Use Cases
Before diving into detailed permissions, here are some common scenarios and recommended setups:
| Who needs access? | Recommended Setup | What They Can Do |
|---|---|---|
| Cleaner / Maintenance person | See availability | View when the property is occupied or available. Cannot see guest details or pricing. |
| Co-host / Assistant | See availability + Viewing and creating bookings | View calendar and full booking details, including guest names and contact info. |
| Someone who should receive booking notifications | Mark as secondary | Receive email and push notifications about bookings. Does not grant access to view anything in the system. |
| Someone managing property settings only | Property configuration | Edit property info, amenities, photos, pricing. Cannot see bookings or calendar. |
What about Property Managers?
If you work with a professional property manager, the recommended approach is for them to create a PME (Property Management Expert) account and establish a mandate relationship with your property. This provides proper operational access designed for property management businesses.
If you prefer to give your property manager access as a collaborator instead, you can grant them all permissions: Property configuration, See availability, Viewing and creating bookings, and Distribution & publication. This gives them full operational access to manage the property.
Important note: Collaborators can never access financial data such as invoices and payouts. Only the PME model allows you to grant invoice access to a property manager.
Primary Collaborator (Editor)
The primary collaborator has complete access to all property data:
- Calendar: Full access to booked, blocked, and available dates including price details
- Bookings: Full booking information including guest details, price breakdown, and payment status
- Financials: Invoices, payouts, payment information
- Property configuration: Can view and edit all property settings
- Reviews: All guest reviews
- Collaborators: Can view and manage all property collaborators
- Notifications: Receives all notifications via email and push
Key point: Only the primary collaborator can access payout details, invoices, and payment information. This account is legally linked to the property agreement with Holidu.
Permission Checkboxes Explained
When adding a collaborator, you can grant one or more permissions. Each permission grants access to specific areas of your property management system.
Property Configuration
This permission allows collaborators to manage your property's information and settings.
What they can view and edit:
| Can View/Edit | Cannot Access |
|---|---|
| Property descriptions and titles | Bookings |
| Photos (upload, delete, reorder) | Financial data (invoices, payouts) |
| Amenities and facilities | Distribution channels |
| Room and unit information | Guest information |
| Pricing and seasonal rates | Blocked dates management |
| Additional fees | Performance metrics |
| Arrival and check-in instructions | Collaborator management |
| Calendar sync setup (iCal import) | Publishing controls |
| Calendar export (iCal) |
Limitations:
The property location is read-only if the property is already published. iCal sync and export can be configured here, but viewing or managing blocked dates requires the "Viewing and Creating Bookings" permission.
Viewing and Creating Bookings
Grant this permission to collaborators who need to manage reservations and access booking details.
Regarding bookings, they can see:
| Can See | Can Do |
|---|---|
| Full booking details | Create manual bookings |
| Guest name, email, phone, address | Modify manual bookings |
| Complete price breakdown | Cancel bookings |
| Payout amounts | Update guest info on bookings |
| Commission details | |
| Channel information | |
| Booking history and modifications |
Regarding blocked dates:
- View blocked dates with comments and notes
- Create blocked dates
- Edit blocked dates
- Delete blocked dates (if not immutable)
They cannot access:
- Property settings and descriptions
- Distribution channel management
- Pricing configuration
Notes: To see the calendar view, also grant the "See availability" permission. If you haven't completed KYC verification, guest contact details may be hidden until verification is complete.
See Availability
This permission provides a read-only calendar view, ideal for team members who need to know availability without accessing sensitive information.
Regarding bookings, they can see:
| Can See | Cannot See |
|---|---|
| Booking dates (check-in and check-out) | Guest name, email, phone |
| Number of guests (adults, children, babies) | Price breakdown or totals |
| Booking status (confirmed, canceled) | Payout or commission info |
| Booking ID | Channel information |
| Any financial data |
Regarding the calendar:
| Can Do | Cannot Do |
|---|---|
| View which dates are available | Block or unblock dates |
| See blocked date ranges | See comments or notes on blocked dates |
| Access the property in the system | Edit any property settings |
| Manage iCal sync or export | |
| Modify anything |
This permission is ideal for cleaners, maintenance staff, or anyone who needs to know when the property is occupied but shouldn't see financial or guest contact details.
Distribution and Publication
Use this permission for collaborators managing your distribution channels and publication settings.
| Can View | Can Modify |
|---|---|
| Connected distribution channels | Activate new channels (Airbnb, Booking.com, etc.) |
| Channel connection status | Deactivate existing channels |
| Sub-channel status | Enable or disable sub-channels |
| Cancellation policies per channel | Set cancellation policies |
| Channel pricing and markup details | Configure channel settings |
They cannot access:
- Property descriptions or settings
- Bookings
- Calendar or availability
- Guest information
- Financial data (invoices, payouts)
Mark as Secondary
This option lets the collaborator receive email and push notifications about bookings on this property. Only one account per property can be marked as secondary.
Important: This checkbox controls notifications only. It does not grant access to view or edit anything in the system. To give the person actual access to data, also select one or more of the other permission boxes above.
Quick Comparison Matrix
Use this table to quickly compare what each permission type allows:
| Permission | Property Settings | Bookings | Guest Info | Booking Prices | Calendar | Channels | Notifications |
|---|---|---|---|---|---|---|---|
| Property Configuration | Edit | No access | No access | No access | No access | No access | No access |
| Viewing and Creating Bookings | No access | Full access | Full access | Full access | Dates only | No access | No access |
| See Availability | No access | Dates only | No access | No access | Read-only | No access | No access |
| Distribution and Publication | No access | No access | No access | No access | No access | Full access | No access |
| Mark as Secondary | No access | No access | No access | No access | No access | No access | Yes |
Financial Data Access
No collaborator except the Primary Editor can access:
- Invoices section
- Payouts section
- Payment status details
This applies to all collaborator permission combinations. Collaborators with the "Viewing and Creating Bookings" permission can see payout amounts and commission details on individual bookings, but they cannot access the dedicated Invoices or Payouts sections where you view and download financial documents and payout history.
Managing Your Collaborators Effectively
When adding collaborators to your property, follow these best practices:
- Grant only the minimum permissions necessary for each collaborator to perform their role
- Regularly review collaborator permissions to ensure they still match each person's responsibilities
- Use "See availability" for staff who should not access booking or pricing details
- Reserve "Viewing and Creating Bookings" for trusted team members who handle reservations
- Assign "Mark as secondary" to one person who should receive booking notifications
- Keep "Property Configuration" limited to those managing listings and descriptions
If you need further assistance with managing collaborators or have questions about specific permission setups for your property, please use our contact form to reach out to our support team.
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