Roles and Permissions
What each role can do across proposals, clients, trips, destinations, suppliers, and settings in Ghloria.
Ghloria uses two workspace roles: Consultant and Manager. Roles are assigned per workspace and control permissions across proposals, trips, client data, and workspace settings.
Role assignment
Roles are set at invite time and can be changed by a Manager after the member has joined. The default invite role is Consultant.
Role Overview
| Role | Who it's for |
|---|---|
| Consultant | Day-to-day proposal building, itinerary design, and client quoting |
| Manager | Team oversight, commercial review, deletion approvals, and workspace settings |
Proposals
| Action | Consultant | Manager |
|---|---|---|
| Create a proposal | ✓ | ✓ |
| Edit a proposal & itinerary | ✓ | ✓ |
| Use unified budget (options, scenarios, groups) | ✓ | ✓ |
| Assign agent on proposal | ✓ | ✓ |
| Preview website from proposal | ✓ | ✓ |
| Export as PowerPoint or email | ✓ | ✓ |
| Curate images in export gallery | ✓ | ✓ |
| Delete a proposal | Request | ✓ |
| Approve / Deny deletion request | — | ✓ |
Proposal & Trip Deletion Governance
To prevent accidental data loss and maintain an audit trail, Ghloria implements a two-tier deletion workflow for proposals and trips:
Consultant Request
When a Consultant chooses to delete a proposal or trip, it is not immediately destroyed. Instead, Ghloria files a Pending Deletion Request.
- The item remains in the workspace marked with a pending deletion status.
- The consultant who filed the request can revoke it at any time by clicking Cancel request.
Manager Notification
Pending deletion requests immediately surface in the top dashboard header for Managers via the Deletion Notification Bell.
Approval or Rejection
Managers can inspect the request details:
- Approve: Permanently deletes the proposal or trip along with its associated records.
- Deny: Rejects the deletion, leaving the proposal or trip active in the workspace.
Managers can still delete proposals and trips directly without filing a request.
Trips
| Action | Consultant | Manager |
|---|---|---|
| Create a trip | ✓ | ✓ |
| Edit and manage a trip | ✓ | ✓ |
| Link proposals to a trip | ✓ | ✓ |
| Delete a trip | Request | ✓ |
| Approve / Deny trip deletion | — | ✓ |
Destinations
| Action | Consultant | Manager |
|---|---|---|
| Access Destinations directory | ✓ | ✓ |
| View platform facts & weather | ✓ | ✓ |
| View linked proposal history | ✓ | ✓ |
| Add/Edit agency notes & tips | ✓ | ✓ |
| Upload destination files & artifacts | ✓ | ✓ |
Clients
| Action | Consultant | Manager |
|---|---|---|
| Create a client | ✓ | ✓ |
| Edit client profiles & notes | ✓ | ✓ |
| View client activity and files | ✓ | ✓ |
| Delete a client | — | ✓ |
Suppliers
| Action | Consultant | Manager |
|---|---|---|
| Access the Suppliers section | ✓ | ✓ |
| View supplier records | ✓ | ✓ |
| Create and edit suppliers | ✓ | ✓ |
| Upload supplier documents | ✓ | ✓ |
AI Assistant
The AI Assistant is available to every role.
Settings and Workspace
| Action | Consultant | Manager |
|---|---|---|
| Edit personal profile & password | ✓ | ✓ |
| View workspace settings | — | ✓ |
| Edit company name, logo, brand | — | ✓ |
| Edit company contact records | — | ✓ |
| Manage template images | — | ✓ |
| View members table | — | ✓ |
| Invite a team member | — | ✓ |
| Change another member's role | — | ✓ |
| Remove a member | — | ✓ |
| Switch active company context* | — | ✓ |
*Available when your account has membership in more than one workspace.
Templates
| Action | Consultant | Manager |
|---|---|---|
| Use existing PPTX templates when exporting | ✓ | ✓ |
| Manage template images | — | ✓ |
Changing Roles
A Manager can change any active member's role from the Settings → Workspace → Members table. Role changes take effect immediately.