> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/getting-started/your-role-explained.md). # Understanding Your Role 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? Your role is shown on your profile. Go to **My Account** (planners) or **Settings → Team** (admins/owners) to check. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.getweddingos.com/getting-started/your-role-explained.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.