Give each stay and financial decision a named owner.
The property manager oversees booking and resource records; the front desk works from the guest stay and facility diary.
The finance officer prepares charges and reviews payment evidence. The operations reviewer inspects linked source records.
Service tasks point to an assigned team member and the booking or resource that needs attention.
| Role | Bookings and stays | Guests and parties | Rooms and rates | Facility services | Folios and payments | Service and turnaround |
|---|---|---|---|---|---|---|
| Property Manager | Edit | Edit | Edit | Edit | View | Edit |
| Finance Officer | View | View | View | Edit | Edit | View |
| Front Desk Agent | View | View | View | Edit | — | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Owns stays and service setup, planning and assigned operational work.
Starts on: Booking calendar
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Stays in progress
Captures assigned stays and service work and evidence.
Starts on: Booking calendar
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Open service tasks
Configures access and resolves exceptions across reservations, financial evidence and service records.
Start free, then use Proto to change fields, steps and approvals before your team goes live.