Give each handoff to the people who own the booking, service work and account.
Property Manager maintains bookings, facilities, parties and rate plans.
Front Desk Agent captures assigned checks and outlet reservations while reading the booking context.
Finance Officer manages charges and payments; a pending receipt remains distinct from a confirmed one.
Operations Reviewer sees the evidence needed to authorize eligible outcomes.
Admin maintains users and staff links so assigned work reaches the right person.
| Role | Stays and bookings | Facilities | Guests and rates | Service work | Guest accounts | Outlets |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | View | Edit | Edit |
| Front Desk Agent | View | View | View | Edit | — | Edit |
| Property Manager | Edit | Edit | Edit | Edit | View | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | 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: Arrival and Departure Schedule
Owns stays and service setup, planning and assigned operational work.
Starts on: Arrival and Departure Schedule
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Draft Folio Charges
Maintains 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.