Give each team member access to the stay and service records they own.
Property Manager maintains bookings, guest parties, resources, rate plans and guest service work.
Front Desk Agent captures outlet reservations and assigned service work while viewing the main stay record.
Finance Officer manages charge and payment evidence; Operations Reviewer reads across the records for review.
Admin maintains access and can inspect records for support.
| Role | Guests and stays | Resources and rates | Guest service | Outlet reservations | Charges and folios | Payments and oversight |
|---|---|---|---|---|---|---|
| Property Manager | Edit | Edit | Edit | Edit | Edit | Edit |
| Front Desk Agent | View | View | Edit | Edit | View | View |
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | Edit | View | View | View |
Owns stays and service setup, planning and assigned operational work.
Starts on: Arrival Schedule
Captures assigned stays and service work and evidence.
Starts on: Arrival Schedule
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Checked In Stays
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Guest Request Queue
Maintains user access and helps the property team review configuration and exceptions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.