Roles and Permissions
What each role can do across proposals, clients, trips, destinations, settings, and templates in Ghloria.
Ghloria uses three workspace roles: Consultant, Manager, and Workspace Owner. Roles are assigned per workspace and control permissions across proposals, trips, client data, destinations, and governance actions.
Role assignment
Roles are set at invite time and can only be changed by a Workspace Owner 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, margin guidance, and deletion approvals |
| Workspace Owner | Full company governance, branding, templates, user management, and workspace settings |
Proposals
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Create a proposal | ✓ | ✓ | ✓ |
| Edit a proposal & itinerary | ✓ | ✓ | ✓ |
| Use unified budget (options, scenarios, groups) | ✓ | ✓ | ✓ |
| Assign agent on proposal | ✓ | ✓ | ✓ |
| Export as PowerPoint or email | ✓ | ✓ | ✓ |
| Curate images in export gallery | ✓ | ✓ | ✓ |
| Delete a proposal | Request | ✓ | ✓ |
| Approve / Deny deletion request | — | ✓ | ✓ |
| Access presentation tab (creation) | ✓ | ✓ | ✓ |
| Edit presentation tab (version flow) | — | — | ✓ |
| Access proposal builder tab | — | — | ✓ |
| Import with table parsing mode | — | — | ✓ |
| Export standard PDF | — | — | ✓ |
| Preview website from proposal | — | — | ✓ |
| Override PPTX modular rendering | — | — | ✓ |
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 and Workspace Owners via the Deletion Notification Bell.
Approval or Rejection
Managers and Workspace Owners 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 and Workspace Owners can still delete proposals and trips directly without filing a request.
Trips
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| 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 | Workspace Owner |
|---|---|---|---|
| Access Destinations directory | ✓ | ✓ | ✓ |
| View platform facts & weather | ✓ | ✓ | ✓ |
| View linked proposal history | ✓ | ✓ | ✓ |
| Add/Edit agency notes & tips | ✓ | ✓ | ✓ |
| Upload destination files & artifacts | ✓ | ✓ | ✓ |
Clients
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Create a client | ✓ | ✓ | ✓ |
| Edit client profiles & notes | ✓ | ✓ | ✓ |
| View client activity and files | ✓ | ✓ | ✓ |
| Delete a client | — | ✓ | ✓ |
Suppliers
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| View suppliers in sidebar | — | — | ✓ |
| Create and edit suppliers | — | — | ✓ |
| Upload supplier documents | — | — | ✓ |
The Suppliers section only appears in the sidebar for Workspace Owners.
Settings and Workspace
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Edit personal profile & password | ✓ | ✓ | ✓ |
| View workspace settings | — | — | ✓ |
| Edit company name, logo, brand | — | — | ✓ |
| Edit company contact records | — | — | ✓ |
| View members table | — | ✓* | ✓ |
| Invite a team member | — | — | ✓ |
| Change another member's role | — | — | ✓ |
| Remove a member | — | — | ✓ |
| Create a new company workspace | — | — | ✓ |
| Switch active company context | — | ✓* | ✓ |
*Managers can view the members table and switch company context when their account has membership in more than one workspace.
Templates
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Use existing PPTX templates | ✓ | ✓ | ✓ |
| Upload a PPTX template | — | — | ✓ |
| Rename, replace, or delete templates | — | — | ✓ |
| Set default PPTX template | — | — | ✓ |
| Toggle template active/inactive | — | — | ✓ |
| Access PDF template editor | — | — | ✓ |
| Access email template editor | — | — | ✓ |
Changing Roles
A Workspace Owner can change any active member's role from the Settings → Workspace → Members table. Role changes take effect immediately.