Give each guest operations owner the records needed for their work.
Property Manager maintains parties, reservations, units and rate plans.
Front Desk Agent manages linked venue bookings and service tasks while reading the stay context.
Finance Officer manages charges and payments against reservations.
Operations Reviewer reads the linked evidence used for an operational decision.
| Role | Reservations and guests | Units and rates | Check-in and service | Restaurant and spa bookings | Folio and outlet charges | Payments and departure |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | View | Edit | Edit |
| Front Desk Agent | View | Edit | Edit | Edit | — | Edit |
| Property Manager | Edit | Edit | Edit | Edit | View | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | Edit | View | View | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft Folio Charges
Captures assigned stays and service work and evidence.
Starts on: Active Reservations
Owns stays and service setup, planning and assigned operational work.
Starts on: Active Reservations
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Reservation Status Board
Controls user access and configuration for the guest operations workspace.
Start free, then use Proto to change fields, steps and approvals before your team goes live.