Give each property team member access to the records they own.
Property Manager maintains reservations, units and rates; Front Desk Agent captures assigned service work and outlet bookings.
Finance Officer prepares charges and reconciles receipts; Operations Reviewer examines linked evidence before an eligible outcome.
Admin maintains user and person records. Review direct access as well as visible buttons.
| Role | Reservations and stays | Units and rates | Guests and people | Service tasks | Folio and payments | Outlet bookings | Outlet charges |
|---|---|---|---|---|---|---|---|
| Finance Officer | Edit | View | View | View | Edit | View | Edit |
| Front Desk Agent | View | View | View | Edit | — | Edit | — |
| Property Manager | Edit | Edit | Edit | Edit | View | Edit | View |
| Operations Reviewer | View | View | View | View | View | View | View |
| Admin | View | View | Edit | Edit | View | View | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: In-house stays
Captures assigned stays and service work and evidence.
Starts on: Reservation requests
Owns stays and service setup, planning and assigned operational work.
Starts on: Reservation requests
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Reservation requests
Maintains access and resolves configuration issues for the property team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.