Give rental, finance and review work to the right people.
The desk captures service work while the manager owns booking and equipment decisions.
Finance Officer handles charges and payment records linked to each booking.
Operations Reviewer can examine source records before a controlled decision is accepted.
Admin maintains user and team member access for the operation.
| Role | Rental intake | Equipment and rates | Pickup and return | Charges and payments | Add-on services | Maintenance work |
|---|---|---|---|---|---|---|
| Property Manager | Edit | Edit | Edit | View | Edit | Edit |
| Finance Officer | View | View | Edit | Edit | Edit | View |
| Front Desk Agent | View | View | View | — | Edit | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | View | View | Edit |
Owns stays and service setup, planning and assigned operational work.
Starts on: Active Rentals
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft Rental Charges
Captures assigned stays and service work and evidence.
Starts on: Active Rentals
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Active Rentals
Maintains account access and oversees setup for the rental operation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.