Front Desk Agent
Captures assigned stays and service work and evidence.
Can
- Manage outlet bookings, service tasks
- View Parties, People, rate plans, Reservations, Units
Starts on: Reservation Board
- Hotel + Restaurant + Spa
- Roles and permissions
Who can do what in Hotel + Restaurant + Spa
Give desk, property, finance and review staff the access their decisions require.
How permissions work
Start with the job
Front Desk Agent captures outlet bookings and service work; Property Manager maintains stays, parties, rates and units.
Keep finance distinct
Finance Officer manages charge and payment records while Operations Reviewer inspects evidence and authorizes eligible outcomes.
Tie work to identity
Staff records connect to users, and service tasks point to an assigned person.
Check access in practice
Test the permission boundary with each operating role and its own user account.
Who can do what
| Role | Reservations | Units and rates | Guests and staff | Check-in and service | Restaurant and spa | Folio and payments |
|---|---|---|---|---|---|---|
| Front Desk Agent | View | Edit | Edit | Edit | Edit | — |
| Property Manager | Edit | Edit | Edit | Edit | Edit | View |
| Finance Officer | View | View | View | Edit | Edit | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | Edit | Edit | View | View |
Each role in detail
Property Manager
Owns stays and service setup, planning and assigned operational work.
Can
- Manage outlet bookings, Parties, rate plans, Reservations, service tasks, Units
- View folio charges, outlet charges, Payments, People
Starts on: Reservation Board
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts.
Can
- Manage folio charges, outlet charges, Payments
- View outlet bookings, Parties, People, rate plans, Reservations, service tasks, Units
Starts on: Checkout Folio
Operations Reviewer
Reviews evidence and authorizes eligible domain outcomes.
Can
- View folio charges, outlet bookings, outlet charges, Parties, Payments, People, rate plans, Reservations, service tasks, Units
Starts on: Checkout Folio
Admin
Maintains access and configuration for the hospitality operation.
Can
- Manage Users, People
- View exchange rates, Reservations, Units, Parties, rate plans, folio charges, outlet bookings, outlet charges, Payments, service tasks
Set up Hotel + Restaurant + Spa your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.