Team members can be assigned different access levels that determine what charter information they can see. 

Assigning the right access level helps you delegate responsibilities while keeping control over important booking and account details.

Where access levels are assigned

Access levels are selected when you invite someone to join your team.

To assign access to a team member:

1. Go to Business in your account.
2. Select Team Members.
3. Click Add member.
4. Enter the team member’s information and select their role.
5. Assign them to one or more listings.
6. Choose their access level under Set team member access.
7. Review the invitation and click Send invite.

Once the invitation is accepted, the team member will appear as part of your team.

Team member access levels

FishingBooker currently offers two access levels for team members.

Upcoming bookings

Team members with this access can:

• See upcoming bookings
• Appear on your listing as part of your crew

This level is best for captains, mates, or business partners who help manage trips, bookings, or the charter schedule.

No access

Team members with No access:

• Appear on your listing
• Cannot view booking information
• Do not have access to charter details

This option is best for support roles, such as maintenance or cleaning staff, who are part of the crew but don’t need access to operational information.

Choosing the right access level

When assigning access, consider what information each team member needs to do their job.

For example:

• Captains or mates may need access to the calendar and bookings to help run trips.
• Business partners who help manage reservations or the charter schedule may also need booking visibility.
• Support staff, such as maintenance or cleaning, usually only need to appear on the listing without accessing charter information.

Assigning the appropriate access level helps keep your charter operations running smoothly while protecting important account information.

Changing a team member’s access level

You can update a team member’s access level at any time if their role or responsibilities change.

To do so:

1. Go to Business → Team members.
2. Open the team member you want to update.
3. Click Edit next to Access level.
4. Select the new access level and click Save.

The updated access level takes effect immediately.