Inviting someone is the moment guest data access is granted. The role and the properties you pick in that form decide what they can read from their first login, so it is worth getting both right rather than fixing them later.
Operators live under Settings > Operators. Every operator can open it to reach their own profile, but the role and property controls on a record are visible to Admins only, so only an Admin can change who reaches what.
Finding someone
The list runs down the left of the screen in one column. Human operators come first in alphabetical order, then any bots, each marked with (bot) after its name. Operators who have been deactivated sit in an Inactive Operators group at the foot of the list, which you expand to see them.
Two ways to add someone
Both buttons sit in the top right of the Operators screen, and they differ in who sets the password.
Invite sends an activation email and the new operator sets their own password. Nothing sensitive is passed between you.
+ Add new creates the account there and then, with a password you choose and have to pass on. Use it when the person cannot receive the email, or when you are setting up several accounts at once.
Adding an operator
Go to Settings > Operators.
Select Invite or + Add new in the top right.
Fill in their name and email address. If you chose + Add new, set a password as well.
Choose a role. See Operator roles for what each one reaches, and note that you can add two.
Under Accessible Apps, select the properties they should be able to work in. Leaving this empty is not the same as giving no access, so choose deliberately. See Accessible Apps.
Select Save.
If you set the password yourself, share it securely. Use something that does not leave the password sitting in a mailbox or a chat history, such as a one-time link that expires once it has been opened, or your password manager's share feature. Email and chat keep a copy indefinitely, and anyone who later reaches that mailbox reaches the password with it.
Email signatures
Each operator can save signatures that appear on outgoing email, and can have more than one. They are not set here on the operator record. Each person adds their own under Inbox Settings > Signatures, in one of three ways.
Editor. Type the signature straight in, with formatting, colours, lists and links. No HTML needed.
HTML. Paste HTML you already have, with a preview before you save.
Local file. Upload an HTML file.
See Create and manage your email signatures for the full guide, including how to set which signature is added automatically to new emails and which to replies.
What this does not do
Only Admins can invite, assign roles, or change property access. Other operators can see their own role and Accessible Apps on their profile, but cannot change them or see anyone else's.
An empty Accessible Apps list is not a restriction. An operator with no properties selected can fall back to organisation-level access, so assign properties explicitly.
Bookboost cannot recover a password you set. Passwords are not visible to us or to you after they are saved. If it is lost, reset it rather than looking it up.
Signatures are per operator. There is no account-wide signature you can push to everyone, and an admin cannot create or edit one on someone else's behalf.
What to do next
Once someone is in, check what they will actually see: Operator roles for the sections, and Property-level data visibility in the Unified Inbox for the conversations, reservations, and figures their property access filters.
Getting help
Open Help at the bottom of the left menu and choose Talk to Us, or email support@bookboost.io.