Give the desk, property, finance and review teams the records they need.
Property Manager maintains bookings and unit setup; Front Desk Agent records assigned service activity.
Finance Officer manages charges and payments; Operations Reviewer examines linked evidence.
Staff assignment uses People, while sign-in access uses Users.
| Role | Reservations and check-in | Rooms and nightly rates | Guest folios and payments | Housekeeping and staff | Outlet charges and visits | Guest and staff records |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | Edit | View | Edit | View |
| Front Desk Agent | View | View | — | Edit | Edit | View |
| Property Manager | Edit | Edit | View | Edit | Edit | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | Edit | View | Edit |
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: Active stays
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Outlet charges for review
Maintains user access and oversees configuration for the property.
Start free, then use Proto to change fields, steps and approvals before your team goes live.