Set responsibilities for property operations, desk work, finance and review.
| Role | Reservations | Resources and rates | Service work | Outlet bookings | Charges | Payments |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Front Desk Agent | View | View | Edit | Edit | — | — |
| Property Manager | Edit | Edit | Edit | Edit | View | 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: Active stays
Owns stays and service setup, planning and assigned operational work.
Starts on: Draft folio charges
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Pending payments
Owns user access and the operating configuration for the property.
Start free, then use Proto to change fields, steps and approvals before your team goes live.