Set clear responsibility for stays, accounts and service work.
Maintains units, rate plans and stay operations.
Records guest service evidence and works the stay handoff.
Prepares charges and reviews received money.
Examines linked evidence before a domain decision.
| Role | Reservations | Guests and units | Rates and outlet bookings | Folio and payments | Service work | Operational review |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | Edit | View | Edit |
| Property Manager | Edit | Edit | Edit | View | Edit | Edit |
| Front Desk Agent | View | View | Edit | — | Edit | View |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | View | View | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft folio review
Owns stays and service setup, planning and assigned operational work.
Starts on: Open service tasks
Captures assigned stays and service work and evidence.
Starts on: Open service tasks
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Draft folio review
Maintains user access and checks that operational roles follow the property policy.
Start free, then use Proto to change fields, steps and approvals before your team goes live.