Roles: owner, manager and staff

What each role can do, and how to hand the business to someone else.

Updated September 3, 2026

What each role can do
Item	Owner	Manager	Staff
Read and reply in the inbox, manage bookings, send review requests	Yes	Yes	Yes
Change settings: profile, phone, hours, services, messages, notifications	Yes	Yes	No
Invite, remove and change the roles of team members	Yes	Yes	No
Change the plan, update the card, or cancel	Yes	Yes	No
Download a copy of the data	Yes	Yes	No
Transfer ownership	Yes	No	No
Delete the account	Yes	No	No

Staff can open every settings page to read it. A note on each page says that only the owner or a manager can change it.

Transferring ownership

There is one owner. To hand the business to someone else, the owner opens Settings, Team and chooses Make owner on a member who has accepted their invitation. The previous owner becomes a manager. Use it when the business changes hands or the person who set Catchline up leaves.

Roles control Catchline only. Everyone with a login can see every customer's conversation, so invite people you trust with customer details.

Still stuck?

Email us with your business name and what you were trying to do. Screenshots help. If a page here does not match what you see in Catchline, say so and we will fix the page.

hello@catchlinehq.com