Give each stay, service and finance decision to the right role.
A booking connects a guest party and studio; tasks, outlet bookings, charges and payments refer back to that stay.
The desk and Finance Officer prepare operating evidence; the Operations Reviewer inspects eligible decisions.
A staff person links to a user account. The Admin reviews that link and the user's role before staff submit a controlled action.
| Role | Guest bookings | Studios and rates | Guest and staff records | Service tasks | Outlet bookings | Charges and payments |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | View | Edit | Edit |
| Front Desk Agent | View | View | View | Edit | Edit | — |
| Property Manager | Edit | Edit | Edit | Edit | Edit | View |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | 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: Booking date schedule
Owns stays and service setup, planning and assigned operational work.
Starts on: Booking date schedule
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Draft folio charges
Maintains user access and oversees the full booking, service and finance configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.