WeddingOS Docs

WeddingOS has four roles: Owner, Admin, Planner, and Assistant. Your role controls what you can see and do.

Owner

Full access to everything — no restrictions. Owners receive notification emails when proposals are signed and when payments are received via Stripe.

All automated emails (lead follow-up sequences, welcome emails, cron-triggered follow-ups) are sent from the owner's connected Gmail account. It's important that the owner has Google connected under Settings → Integrations.

There is typically one owner per agency.

Admin

Nearly identical to Owner. Admins have full access to leads, clients, settings, analytics, financials, and proposals by default. Individual permissions can be adjusted by the owner under Settings → Profiles.

Planner

Planners are focused on execution — working assigned clients day-to-day.

Planners can:

View and manage their assigned leads and clients
Send emails, manage checklists, timelines, vendors, and documents
Access the calendar and inbox

Planners cannot:

See leads or clients assigned to other planners
Access Analytics, Financials, or Settings
Send proposals (unless granted by an admin)
See the Payments tab on client detail (unless granted by an admin)

Planners see My Account in the nav instead of Settings — this is where they update their name, phone number, and connect their Google account.

Assistant

Same default access as Planner. Assistants are typically used for support staff who help planners but don't own client relationships directly.

Custom Permissions

Owners and admins can grant or restrict individual permissions on a per-user basis. For example, a planner can be given proposal-sending access without being made a full admin.

Manage this under Settings → Profiles.

Not sure what role you are?