Give booking, service and financial decisions to the right people.
| Role | Booking intake | Session readiness | Service work | Folio charges | Payments | Outlet activity |
|---|---|---|---|---|---|---|
| Property Manager | Edit | Edit | Edit | Edit | Edit | Edit |
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Front Desk Agent | View | View | Edit | View | View | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | View | View |
Owns stays and service setup, planning and assigned operational work.
Starts on: Session Schedule
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft Folio Charges
Captures assigned stays and service work and evidence.
Starts on: Session Schedule
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Draft Folio Charges
Maintains application access and reviews configuration across the operating cycle.
Start free, then use Proto to change fields, steps and approvals before your team goes live.