Understanding roles

Reco uses a role-based permission system to control what each team member can access and do within your organisation. Assigning the right roles helps you maintain security while giving your team the tools they need.

Available roles

Role	Description
Owner	Full access to everything — billing, team management, all locations, all referrals, and organisation settings
Manager	Can manage team members, locations, incentives, and referrals. Cannot access billing (unless given permission) or delete the organisation
Location Manager	Can manage referrals and team members at their assigned location(s). Limited visibility to their location only
Provider	Can view and action referrals assigned to them. The most restricted role, suitable for front-line staff

Permission breakdown

Action	Owner	Manager	Location Manager	Provider
Manage billing	Yes	Optional	No	No
Manage organisation settings	Yes	Yes	No	No
Invite team members	Yes	Yes	Location only	No
Create incentives	Yes	Yes	No	No
Action referrals	Yes	Yes	Optionally own or all locations	Assigned only, optionally all
View all referrals	Yes	Yes	Own location only	Own only, optionally all at own location

Choosing the right role

• Owner — the business owner or primary administrator (typically one per organisation)
• Manager — trusted staff who need broad access (office managers, operations leads)
• Location Manager — branch managers who oversee a specific site or region
• Provider — individual service providers, consultants, or staff who handle referrals

Changing roles

You can change a team member's role at any time by inviting them to a new role.

Read next

• Managing locations>>
• Inviting team members>>
• Managing subscriptions>>