Admin
Maintains access, reference records and operating configuration.
Can
- Manage Users, People, exchange rates
- View Reservations, Units, rate plans, rate recommendations, demand snapshots, folio charges, Payments, service tasks
- Revenue Management System
- Roles and permissions
Who can do what in Revenue Management System
Assign rate, stay, finance and service decisions to named people.
How permissions work
Name the decision owner
Revenue Manager reviews rate recommendations; Front Desk Agent handles reservation state; Finance Clerk reviews posted charges and confirmed payments.
Keep service assignments scoped
Service Coordinator assigns work to People, and the assignee follows the linked unit and reservation.
Test direct access
A hidden button is not an access rule. Rehearse permitted and denied changes through the screen and API.
Who can do what
| Role | Reservations | Units and availability | Rate plans | Demand snapshots | Rate recommendations | Folio and payments | Service work |
|---|---|---|---|---|---|---|---|
| Admin | View | View | View | View | View | View | Edit |
| Revenue Manager | View | View | Edit | Edit | Approve | View | — |
| Front Desk Agent | Edit | View | View | — | — | View | View |
| Finance Clerk | Edit | — | View | — | — | Edit | — |
| Service Coordinator | View | Edit | — | — | — | — | Edit |
| Property Manager | View | View | View | View | View | View | View |
Each role in detail
Revenue Manager
Owns the seasonal rate plan and makes the rate recommendation decision.
Can
- Manage rate plans, demand snapshots, rate recommendations
- View Reservations, Units, Payments
Reviews and approves
- Approve rate recommendations
Starts on: Recommendations Awaiting Review
Front Desk Agent
Handles reservation requests, arrival and departure against the assigned unit.
Can
- Manage Reservations, Parties
- View Units, rate plans, folio charges, Payments, service tasks
Starts on: Open Folio Charges
Finance Clerk
Reviews posted folio activity and records payment outcomes from the provider.
Can
- Manage folio charges, Payments
- View Reservations, Parties, rate plans
Starts on: Payments Pending Confirmation
Service Coordinator
Assigns and follows work needed to prepare or maintain a unit.
Can
- Manage service tasks, Units
- View Reservations, People
Starts on: Unit Occupancy
Property Manager
Reviews operating exceptions and completed decisions across the property.
Can
- View Reservations, Units, rate plans, demand snapshots, rate recommendations, folio charges, Payments, service tasks, Parties, People
Starts on: Payments Pending Confirmation
Set up Revenue Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.