Give each property decision to the staff member responsible for it.
Property Manager maintains guest, reservation, unit and rate plan records.
Front Desk Agent handles outlet bookings and assigned service tasks while reading the stay context.
Finance Officer manages guest charges and payments against the linked reservation.
Operations Reviewer reads operational and financial source records before authorizing an eligible outcome.
| Role | Reservations and guests | Units and rate plans | Arrival and service work | Folio and payments | Outlet bookings and charges | Departure and turnover |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Front Desk Agent | View | Edit | Edit | — | Edit | Edit |
| Property Manager | Edit | Edit | Edit | View | Edit | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | View | View | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: In-house stays
Captures assigned stays and service work and evidence.
Starts on: Open service work
Owns stays and service setup, planning and assigned operational work.
Starts on: Open service work
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Open service work
Sets up users and reviews access across the property.
Start free, then use Proto to change fields, steps and approvals before your team goes live.