Managing user access in your Cloudbeds PMS is essential for maintaining security and operational efficiency.
This table provides suggested role privileges to help hotel owners and managers determine appropriate access levels for different departments and team members.
While these recommendations serve as a starting point, each property should carefully review
and customize permissions based on its unique workflows, security policies, and business needs.
Assigning the right privileges ensures that employees can access the necessary tools while
protecting sensitive data and system integrity.
Suggested Permissions Based on Department Roles
Management Department
| Department | Management Department | ||
| Role | General Manager | Revenue manager | Accounting team |
| Property | Hotel Profile ❌ Amenities ✅ Payment Options ✅ Accommodations ✅ Hotel Policies ✅ Revenue on Dashboard ✅ Items and Services ✅ Booking Engine ✅ Sources ✅ Taxes and Fees ✅ Custom Emails ✅ Distribution ✅ Registration Cards ✅ Custom Fields ✅ Manage Users ❌ Roles and Permissions❌ Add Charges and Transactions for Past Dates ✅ Guest Invoicing ✅ Manage User Email Communications ✅ Manage Guest Email Communications ✅ |
Hotel Profile ❌ Amenities ✅ Payment Options ✅ Accommodations ✅ Hotel Policies ✅ Revenue on Dashboard ✅ Items and Services ✅ Booking Engine ✅ Sources ✅ Taxes and Fees ✅ Custom Emails ✅ Distribution ✅ Registration Cards ✅ Custom Fields ✅ Manage Users ❌ Roles and Permissions❌ Add Charges and Transactions for Past Dates ✅ Guest Invoicing ✅ Manage User Email Communications ✅ Manage Guest Email Communications ✅ |
Hotel Profile ❌ Amenities ❌ Payment Options ❌ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ❌ Booking Engine ❌ Sources ❌ Taxes and Fees ❌ Custom Emails ❌ Distribution ❌ Registration Cards ❌ Custom Fields ❌ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ❌ Guest Invoicing ❌ Manage User Email Communications ❌ Manage Guest Email Communications ❌ |
| Digital Marketing | Website: Admin ❌ Hotel PMax: Admin ✅ Hotel PMax: Manager ✅ Metasearch: Admin ✅ Metasearch: Manager -✅ Reputation: Admin ✅ Reputation: Manager ✅ Retargeting: Admin ✅ Retargeting: Manager ✅ |
Website: Admin ❌ Hotel PMax: Admin ✅ Hotel PMax: Manager ✅ Metasearch: Admin ✅ Metasearch: Manager -✅ Reputation: Admin ✅ Reputation: Manager ✅ Retargeting: Admin ✅ Retargeting: Manager ✅ |
Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
| Accounting | Accounting Integrations ✅ | Accounting Integrations ❌ | Accounting Integrations ✅ |
| Reservation | View Reservations and Calendar ✅ Modify reservations ✅ Edit Reservation Rates ✅ Override Rate Difference ✅ Edit Guest Profile ✅ Delete Reservation ✅ Report Guest Misconduct. ✅ Create Third Party Reservations ✅ Create Overbooked Third Party Reservations ✅ Override Min/Max LOS ✅ Check Out Reservation With Balance Due ✅ Manual Add/Void for Taxes/Fees ✅ Create/Edit Reservations/Blocks for Past Dates ✅ Create Direct Reservations ✅ Reservation Imports ✅ Create/Edit Reservations for Yesterday ✅ Export Reservation List ✅ |
View Reservations and Calendar ✅ Modify reservations ✅ Edit Reservation Rates ✅ Override Rate Difference ✅ Edit Guest Profile ✅ Delete Reservation ✅ Report Guest Misconduct. ✅ Create Third Party Reservations ✅ Create Overbooked Third Party Reservations ✅ Override Min/Max LOS ✅ Check Out Reservation With Balance Due ✅ Manual Add/Void for Taxes/Fees ✅ Create/Edit Reservations/Blocks for Past Dates ✅ Create Direct Reservations ✅ Reservation Imports ✅ Create/Edit Reservations for Yesterday ✅ Export Reservation List ✅ |
View Reservations and Calendar ❌ Modify reservations ❌ Edit Reservation Rates ❌ Override Rate Difference ❌ Edit Guest Profile ❌ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ❌ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ❌ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ❌ Reservation Imports ❌ Create/Edit Reservations for Yesterday ❌ Export Reservation List ❌ |
| Deposits | View deposit ledger ✅ Mark a payment as deposit ✅ Consume deposits ✅ |
View deposit ledger ❌ Mark a payment as deposit ❌ Consume deposits ❌ |
View deposit ledger ✅ Mark a payment as deposit ✅ Consume deposits ✅ |
| Availability | Create Out of Service/Room Block from Calendar ✅ Availability Matrix/Availability Block ✅ |
Create Out of Service/Room Block from Calendar ✅ Availability Matrix/Availability Block ✅ |
Create Out of Service/Room Block from Calendar ❌ Availability Matrix/Availability Block ❌ |
| Payments | Add Payments ✅ Add Refund ✅ Add Payments Larger Than Reservation Total ✅ Modify and Void Payments ✅ Void Payments After 24 Hours ✅ Record Existing Credit Card Payments ✅ Transfer Credit Card Details ✅ Waive Convenience Fee ✅ |
Add Payments ❌ Add Refund ❌ Add Payments Larger Than Reservation Total ❌ Modify and Void Payments ❌ Void Payments After 24 Hours ❌ Record Existing Credit Card Payments ❌ Transfer Credit Card Details ❌ Waive Convenience Fee ❌ |
Add Payments ✅ Add Refund ✅ Add Payments Larger Than Reservation Total ✅ Modify and Void Payments ✅ Void Payments After 24 Hours ✅ Record Existing Credit Card Payments ✅ Transfer Credit Card Details ✅ Waive Convenience Fee ✅ |
| Night Audit | Run Night Audit ✅ | Run Night Audit ❌ | Run Night Audit ✅ |
| Reports | Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ✅ Payment Reports ✅ |
Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ✅ Payment Reports ✅ |
Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ✅ Payment Reports ✅ |
| Rates | Rates ✅ Base Rates ✅ Create/Edit Rate Plans ✅ Increase Daily Rate ✅ Decrease Daily Rate ✅ |
Rates ✅ Base Rates ✅ Create/Edit Rate Plans ✅ Increase Daily Rate ✅ Decrease Daily Rate ✅ |
Rates ❌ Base Rates ❌ Create/Edit Rate Plans ❌ Increase Daily Rate ❌ Decrease Daily Rate ❌ |
| Adjustments | Add Adjustments ✅ Adjust Taxes and Fees ✅ Void Adjustments ✅ |
Add Adjustments ✅ Adjust Taxes and Fees ✅ Void Adjustments ✅ |
Add Adjustments ❌ Adjust Taxes and Fees ❌ Void Adjustments ❌ |
| Folios and Transactions | Create/Edit Folio Configurations ✅ Create folios ✅ Edit Folios ✅ Remove Folios ✅ Move Transactions Between Folios Within a Reservation ✅ Move transactions between reservations / accounts within the Group ✅ |
Create/Edit Folio Configurations ✅ Create folios ✅ Edit Folios ✅ Remove Folios ✅ Move Transactions Between Folios Within a Reservation ✅ Move transactions between reservations / accounts within the Group ✅ |
Create/Edit Folio Configurations ✅ Create folios ✅ Edit Folios ✅ Remove Folios ✅ Move Transactions Between Folios Within a Reservation ✅ Move transactions between reservations / accounts within the Group ✅ |
| Cash Drawer | Create/Edit/Delete Drawers ✅ Open Cash Drawers ✅ View All User Reports ✅ Add Cash Transactions Without Opening Drawer ✅ Close Any Drawer ✅ View Open Drawers and Post Transactions ✅ |
Create/Edit/Delete Drawers ❌ Open Cash Drawers ❌ View All User Reports ❌ Add Cash Transactions Without Opening Drawer ❌ Close Any Drawer ❌ View Open Drawers and Post Transactions ❌ |
Create/Edit/Delete Drawers ✅ Open Cash Drawers ✅ View All User Reports ✅ Add Cash Transactions Without Opening Drawer ✅ Close Any Drawer ✅ View Open Drawers and Post Transactions ✅ |
| API Credentials and Integrations | SageOne BR Nota Fiscal ✅ Connect Marketplace Apps ✅ Disconnect apps in Manage Apps ✅ View Integrations Sensitive Data ✅ Edit Integrations Sensitive Data ✅ Issue Key Cards ✅ |
SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ❌ Edit Integrations Sensitive Data ❌ Issue Key Cards ❌ |
SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ❌ Edit Integrations Sensitive Data ❌ Issue Key Cards ❌ |
| House Accounts | Add/Use House Accounts ✅ Add Private House Accounts ✅ |
Add/Use House Accounts ❌ Add Private House Accounts ❌ |
Add/Use House Accounts ❌ Add Private House Accounts ❌ |
| Items and Services | Add Items/Services to Folio/Account ✅ Price Override on Items/Services ✅ Update Stock Quantity ✅ Update Stock Threshold Notifications ✅ Void Items/Services ✅ |
Add Items/Services to Folio/Account ✅ Price Override on Items/Services ✅ Update Stock Quantity ✅ Update Stock Threshold Notifications ✅ Void Items/Services ✅ |
Add Items/Services to Folio/Account ❌ Price Override on Items/Services ❌ Update Stock Quantity ❌ Update Stock Threshold Notifications ❌ Void Items/Services ❌ |
| Billing Portal | View/Edit Cloudbeds Subscription ✅ | View/Edit Cloudbeds Subscription ✅ | View/Edit Cloudbeds Subscription ❌ |
| Price Intelligence Engine | Access PIE ✅ Access rules ✅ Create/Edit Rules and Alerts ✅ Accept/Deny Rule Application ✅ Access Compsets ✅ Create, activate, deactivate and modify compsets ✅ View Events ✅ Create/Edit Events ✅ |
Access PIE ✅ Access rules ✅ Create/Edit Rules and Alerts ✅ Accept/Deny Rule Application ✅ Access Compsets ✅ Create, activate, deactivate and modify compsets ✅ View Events ✅ Create/Edit Events ✅ |
Access PIE ❌ Access rules ❌ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ❌ Create, activate, deactivate and modify compsets ❌ View Events ❌ Create/Edit Events ❌ |
| Housekeeping | Edit housekeeper assignments and room conditions ✅ Can set room condition to "Inspected" ✅ |
Edit housekeeper assignments and room conditions ❌ Can set room condition to "Inspected" ❌ |
Edit housekeeper assignments and room conditions ❌ Can set room condition to "Inspected" ❌ |
| Sensitive and Personally Identifiable Information (PII) | View Sensitive and Personally Identifiable Guest Information ✅ View Tax ID ✅ Edit Tax ID ✅ View Company Name ✅ Edit Company Name ✅ View Company Tax ID ✅ Edit Company Tax ID ✅ View Document Number ✅ Edit Document Number ✅ View Custom Fields with PII ✅ Edit Custom Fields with PII ✅ Change PII settings ✅ Guest data extraction ✅ View Previously Sent Emails ✅ Guest Merge ✅ Anonymize Guests ✅ |
View Sensitive and Personally Identifiable Guest Information ✅ View Tax ID ✅ Edit Tax ID ✅ View Company Name ✅ Edit Company Name ✅ View Company Tax ID ✅ Edit Company Tax ID ✅ View Document Number ✅ Edit Document Number ✅ View Custom Fields with PII ✅ Edit Custom Fields with PII ✅ Change PII settings ✅ Guest data extraction ✅ View Previously Sent Emails ✅ Guest Merge ✅ Anonymize Guests ✅ |
View Sensitive and Personally Identifiable Guest Information ✅ View Tax ID ✅ Edit Tax ID ✅ View Company Name ✅ Edit Company Name ✅ View Company Tax ID ✅ Edit Company Tax ID ✅ View Document Number ✅ Edit Document Number ✅ View Custom Fields with PII ✅ Edit Custom Fields with PII ✅ Change PII settings ✅ Guest data extraction ✅ View Previously Sent Emails ✅ Guest Merge ✅ Anonymize Guests ✅ |
Front Office Department
| Department | Front Office Department | |
| Role | Room Supervisor | Front Desk |
| Property | Hotel Profile ❌ Amenities ❌ Payment Options ✅ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ✅ Booking Engine ❌ Sources ❌ Taxes and Fees ❌ Custom Emails ✅ Distribution ❌ Registration Cards ✅ Custom Fields ❌ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ✅ Guest Invoicing ✅ Manage User Email Communications ✅ Manage Guest Email Communications ✅ |
Hotel Profile ❌ Amenities ❌ Payment Options ❌ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ✅ Booking Engine ❌ Sources ❌ Taxes and Fees ❌ Custom Emails ❌ Distribution ❌ Registration Cards ✅ Custom Fields ✅ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ✅ Guest Invoicing ✅ Manage User Email Communications ✅ Manage Guest Email Communications ❌ |
| Digital Marketing | Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
| Accounting | Accounting Integrations ❌ | Accounting Integrations ❌ |
| Reservation | View Reservations and Calendar ❌ Modify reservations ❌ Edit Reservation Rates ❌ Override Rate Difference ❌ Edit Guest Profile ❌ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ❌ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ❌ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ❌ Reservation Imports ❌ Create/Edit Reservations for Yesterday ❌ Export Reservation List ❌ |
View Reservations and Calendar ✅ Modify reservations ✅ Edit Reservation Rates ✅ Override Rate Difference ✅ Edit Guest Profile ✅ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ✅ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ✅ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ✅ Reservation Imports ✅ Create/Edit Reservations for Yesterday ❌ Export Reservation List ✅ |
| Deposits | View deposit ledger ❌ Mark a payment as deposit ❌ Consume deposits ❌ |
View deposit ledger ✅ Mark a payment as deposit ❌ Consume deposits ❌ |
| Availability | Create Out of Service/Room Block from Calendar ✅ Availability Matrix/Availability Block ✅ |
Create Out of Service/Room Block from Calendar ✅ Availability Matrix/Availability Block ✅ |
| Payments | Add Payments ✅ Add Refund ✅ Add Payments Larger Than Reservation Total ✅ Modify and Void Payments ✅ Void Payments After 24 Hours ✅ Record Existing Credit Card Payments ✅ Transfer Credit Card Details ✅ Waive Convenience Fee ✅ |
Add Payments ✅ Add Refund ✅ Add Payments Larger Than Reservation Total ✅ Modify and Void Payments ✅ Void Payments After 24 Hours ✅ Record Existing Credit Card Payments ✅ Transfer Credit Card Details ✅ Waive Convenience Fee ✅ |
| Night Audit | Run Night Audit ❌ | Run Night Audit ✅ |
| Reports | Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ✅ Payment Reports ✅ |
Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ✅ Payment Reports ✅ |
| Rates | Rates ✅ Base Rates ✅ Create/Edit Rate Plans ✅ Increase Daily Rate ✅ Decrease Daily Rate ✅ |
Rates ❌ Base Rates ❌ Create/Edit Rate Plans ❌ Increase Daily Rate ❌ Decrease Daily Rate ❌ |
| Adjustments | Add Adjustments ✅ Adjust Taxes and Fees ✅ Void Adjustments ✅ |
Add Adjustments ✅ Adjust Taxes and Fees ✅ Void Adjustments ✅ |
| Folios and Transactions | Create/Edit Folio Configurations ✅ Create folios ✅ Edit Folios ✅ Remove Folios ✅ Move Transactions Between Folios Within a Reservation ✅ Move transactions between reservations / accounts within the Group ✅ |
Create/Edit Folio Configurations ❌ Create folios ✅ Edit Folios ✅ Remove Folios ✅ Move Transactions Between Folios Within a Reservation ✅ Move transactions between reservations / accounts within the Group ✅ |
| Cash Drawer | Create/Edit/Delete Drawers ✅ Open Cash Drawers ✅ View All User Reports ✅ Add Cash Transactions Without Opening Drawer ✅ Close Any Drawer ✅ View Open Drawers and Post Transactions ✅ |
Create/Edit/Delete Drawers ✅ Open Cash Drawers ✅ View All User Reports ✅ Add Cash Transactions Without Opening Drawer ❌ Close Any Drawer ❌ View Open Drawers and Post Transactions ❌ |
| API Credentials and Integrations | SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ✅ Edit Integrations Sensitive Data ✅ Issue Key Cards ✅ |
SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ❌ Edit Integrations Sensitive Data ❌ Issue Key Cards ✅ |
| House Accounts | Add/Use House Accounts ✅ Add Private House Accounts ✅ |
Add/Use House Accounts ✅ Add Private House Accounts ✅ |
| Items and Services | Add Items/Services to Folio/Account ✅ Price Override on Items/Services ✅ Update Stock Quantity ✅ Update Stock Threshold Notifications ✅ Void Items/Services ✅ |
Add Items/Services to Folio/Account ✅ Price Override on Items/Services ✅ Update Stock Quantity ❌ Update Stock Threshold Notifications ❌ Void Items/Services ✅ |
| Billing Portal | View/Edit Cloudbeds Subscription ❌ | View/Edit Cloudbeds Subscription ❌ |
| Price Intelligence Engine | Access PIE ✅ Access rules ❌ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ❌ Create, activate, deactivate and modify compsets ❌ View Events ✅ Create/Edit Events ❌ |
Access PIE ✅ Access rules ✅ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ✅ Create, activate, deactivate and modify compsets ❌ View Events ✅ Create/Edit Events ❌ |
| Housekeeping | Edit housekeeper assignments and room conditions ✅ Can set room condition to "Inspected" ✅ |
Edit housekeeper assignments and room conditions ✅ Can set room condition to "Inspected" ❌ |
| Sensitive and Personally Identifiable Information (PII) | View Sensitive and Personally Identifiable Guest Information ✅ View Tax ID ✅ Edit Tax ID ❌ View Company Name ✅ Edit Company Name ❌ View Company Tax ID ✅ Edit Company Tax ID ❌ View Document Number ✅ Edit Document Number ✅ View Custom Fields with PII ✅ Edit Custom Fields with PII ✅ Change PII settings ✅ Guest data extraction ✅ View Previously Sent Emails ✅ Guest Merge ✅ Anonymize Guests ❌ |
View Sensitive and Personally Identifiable Guest Information ✅ View Tax ID ✅ Edit Tax ID ❌ View Company Name ✅ Edit Company Name ❌ View Company Tax ID ✅ Edit Company Tax ID ❌ View Document Number ✅ Edit Document Number ✅ View Custom Fields with PII ✅ Edit Custom Fields with PII ✅ Change PII settings ✅ Guest data extraction ✅ View Previously Sent Emails ✅ Guest Merge ✅ Anonymize Guests ❌ |
Housekeeping, F&B and IT Staff
| Department | Housekeeping Department | F&B Department | IT Department |
| Role | Housekeeping | Food & Beverage | IT Team |
| Property | Hotel Profile ❌ Amenities ❌ Payment Options ❌ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ❌ Booking Engine ❌ Sources ❌ Taxes and Fees ❌ Custom Emails ❌ Distribution ❌ Registration Cards ❌ Custom Fields ❌ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ❌ Guest Invoicing ❌ Manage User Email Communications ❌ Manage Guest Email Communications ❌ |
Hotel Profile ❌ Amenities ❌ Payment Options ❌ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ❌ Booking Engine ❌ Sources ❌ Taxes and Fees ❌ Custom Emails ❌ Distribution ❌ Registration Cards ❌ Custom Fields ❌ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ❌ Guest Invoicing ❌ Manage User Email Communications ❌ Manage Guest Email Communications ❌ |
Hotel Profile ❌ Amenities ❌ Payment Options ❌ Accommodations ❌ Hotel Policies ❌ Revenue on Dashboard ✅ Items and Services ❌ Booking Engine ✅ Sources ❌ Taxes and Fees ❌ Custom Emails ❌ Distribution ❌ Registration Cards ❌ Custom Fields ❌ Manage Users ❌ Roles and Permissions ❌ Add Charges and Transactions for Past Dates ❌ Guest Invoicing ❌ Manage User Email Communications ❌ Manage Guest Email Communications ❌ |
| Digital Marketing | Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
Website: Admin ❌ Hotel PMax: Admin ❌ Hotel PMax: Manager ❌ Metasearch: Admin ❌ Metasearch: Manager ❌ Reputation: Admin ❌ Reputation: Manager ❌ Retargeting: Admin ❌ Retargeting: Manager ❌ |
| Accounting | Accounting Integrations ❌ | Accounting Integrations ❌ | Accounting Integrations ❌ |
| Reservation | View Reservations and Calendar ✅ Modify reservations ❌ Edit Reservation Rates ❌ Override Rate Difference ❌ Edit Guest Profile ❌ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ❌ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ❌ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ❌ Reservation Imports ❌ Create/Edit Reservations for Yesterday ❌ Export Reservation List ✅ |
View Reservations and Calendar ✅ Modify reservations ❌ Edit Reservation Rates ❌ Override Rate Difference ❌ Edit Guest Profile ❌ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ❌ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ❌ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ❌ Reservation Imports ❌ Create/Edit Reservations for Yesterday ❌ Export Reservation List ✅ |
View Reservations and Calendar ❌ Modify reservations ❌ Edit Reservation Rates ❌ Override Rate Difference ❌ Edit Guest Profile ❌ Delete Reservation ❌ Report Guest Misconduct ❌ Create Third Party Reservations ❌ Create Overbooked Third Party Reservations ❌ Override Min/Max LOS ❌ Check Out Reservation With Balance Due ❌ Manual Add/Void for Taxes/Fees ❌ Create/Edit Reservations/Blocks for Past Dates ❌ Create Direct Reservations ❌ Reservation Imports ❌ Create/Edit Reservations for Yesterday ❌ Export Reservation List ❌ |
| Deposits | View deposit ledger ❌ Mark a payment as deposit ❌ Consume deposits ❌ |
View deposit ledger ❌ Mark a payment as deposit ❌ Consume deposits ❌ |
View deposit ledger ❌ Mark a payment as deposit ❌ Consume deposits ❌ |
| Availability | Create Out of Service/Room Block from Calendar ❌ Availability Matrix/Availability Block ❌ |
Create Out of Service/Room Block from Calendar ❌ Availability Matrix/Availability Block ❌ |
Create Out of Service/Room Block from Calendar ❌ Availability Matrix/Availability Block ❌ |
| Payments | Add Payments ❌ Add Refund ❌ Add Payments Larger Than Reservation Total ❌ Modify and Void Payments ❌ Void Payments After 24 Hours ❌ Record Existing Credit Card Payments ❌ Transfer Credit Card Details ❌ Waive Convenience Fee ❌ |
Add Payments ❌ Add Refund ❌ Add Payments Larger Than Reservation Total ❌ Modify and Void Payments ❌ Void Payments After 24 Hours ❌ Record Existing Credit Card Payments ❌ Transfer Credit Card Details ❌ Waive Convenience Fee ❌ |
Add Payments ❌ Add Refund ❌ Add Payments Larger Than Reservation Total ❌ Modify and Void Payments ❌ Void Payments After 24 Hours ❌ Record Existing Credit Card Payments ❌ Transfer Credit Card Details ❌ Waive Convenience Fee ❌ |
| Night Audit | Run Night Audit ❌ | Run Night Audit ❌ | Run Night Audit ❌ |
| Reports | Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ❌ Payment Reports ✅ |
Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ❌ Payment Reports ✅ |
Production Reports ✅ Financial Reports ✅ Daily Activity Reports ✅ Police Report ✅ Report Builder ❌ Payment Reports ✅ |
| Rates | Rates ❌ Base Rates ❌ Create/Edit Rate Plans ❌ Increase Daily Rate ❌ Decrease Daily Rate ❌ |
Rates ❌ Base Rates ❌ Create/Edit Rate Plans ❌ Increase Daily Rate ❌ Decrease Daily Rate ❌ |
Rates ❌ Base Rates ❌ Create/Edit Rate Plans ❌ Increase Daily Rate ❌ Decrease Daily Rate ❌ |
| Adjustments | Add Adjustments ❌ Adjust Taxes and Fees ❌ Void Adjustments ❌ |
Add Adjustments ❌ Adjust Taxes and Fees ❌ Void Adjustments ❌ |
Add Adjustments ❌ Adjust Taxes and Fees ❌ Void Adjustments ❌ |
| Folios and Transactions | Create/Edit Folio Configurations ❌ Create folios ❌ Edit Folios ❌ Remove Folios ❌ Move Transactions Between Folios Within a Reservation ❌ Move transactions between reservations / accounts within the Group ❌ |
Create/Edit Folio Configurations ❌ Create folios ❌ Edit Folios ❌ Remove Folios ❌ Move Transactions Between Folios Within a Reservation ❌ Move transactions between reservations / accounts within the Group ❌ |
Create/Edit Folio Configurations ❌ Create folios ❌ Edit Folios ❌ Remove Folios ❌ Move Transactions Between Folios Within a Reservation ❌ Move transactions between reservations / accounts within the Group ❌ |
| Cash Drawer | Create/Edit/Delete Drawers ❌ Open Cash Drawers ❌ View All User Reports ❌ Add Cash Transactions Without Opening Drawer ❌ Close Any Drawer ❌ View Open Drawers and Post Transactions ❌ |
Create/Edit/Delete Drawers ❌ Open Cash Drawers ❌ View All User Reports ❌ Add Cash Transactions Without Opening Drawer ❌ Close Any Drawer ❌ View Open Drawers and Post Transactions ❌ |
Create/Edit/Delete Drawers ❌ Open Cash Drawers ❌ View All User Reports ❌ Add Cash Transactions Without Opening Drawer ❌ Close Any Drawer ❌ View Open Drawers and Post Transactions ❌ |
| API Credentials and Integrations | SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ❌ Edit Integrations Sensitive Data ❌ Issue Key Cards ❌ |
SageOne BR Nota Fiscal ❌ Connect Marketplace Apps ❌ Disconnect apps in Manage Apps ❌ View Integrations Sensitive Data ❌ Edit Integrations Sensitive Data ❌ Issue Key Cards ❌ |
SageOne BR Nota Fiscal ✅ Connect Marketplace Apps ✅ Disconnect apps in Manage Apps ✅ View Integrations Sensitive Data ✅ Edit Integrations Sensitive Data ✅ Issue Key Cards ✅ |
| House Accounts | Add/Use House Accounts ❌ Add Private House Accounts ❌ |
Add/Use House Accounts ❌ Add Private House Accounts ❌ |
Add/Use House Accounts ❌ Add Private House Accounts ❌ |
| Items and Services | Add Items/Services to Folio/Account ❌ Price Override on Items/Services ❌ Update Stock Quantity ❌ Update Stock Threshold Notifications ❌ Void Items/Services ❌ |
Add Items/Services to Folio/Account ❌ Price Override on Items/Services ❌ Update Stock Quantity ❌ Update Stock Threshold Notifications ❌ Void Items/Services ❌ |
Add Items/Services to Folio/Account ❌ Price Override on Items/Services ❌ Update Stock Quantity ❌ Update Stock Threshold Notifications ❌ Void Items/Services ❌ |
| Billing Portal | View/Edit Cloudbeds Subscription ❌ | View/Edit Cloudbeds Subscription ❌ | View/Edit Cloudbeds Subscription ❌ |
| Price Intelligence Engine | Access PIE ✅ Access rules ❌ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ❌ Create, activate, deactivate and modify compsets ❌ View Events ✅ Create/Edit Events ❌ |
Access PIE ✅ Access rules ❌ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ❌ Create, activate, deactivate and modify compsets ❌ View Events ✅ Create/Edit Events ❌ |
Access PIE ❌ Access rules ❌ Create/Edit Rules and Alerts ❌ Accept/Deny Rule Application ❌ Access Compsets ❌ Create, activate, deactivate and modify compsets ❌ View Events ❌ Create/Edit Events ❌ |
| Housekeeping | Edit housekeeper assignments and room conditions ✅ Can set room condition to "Inspected" ✅ |
Edit housekeeper assignments and room conditions ❌ Can set room condition to "Inspected" ❌ |
Edit housekeeper assignments and room conditions ❌ Can set room condition to "Inspected" ❌ |
| Sensitive and Personally Identifiable Information (PII) | View Sensitive and Personally Identifiable Guest Information ❌ View Tax ID ❌ Edit Tax ID ❌ View Company Name ❌ Edit Company Name ❌ View Company Tax ID ❌ Edit Company Tax ID ❌ View Document Number ❌ Edit Document Number ❌ View Custom Fields with PII ❌ Edit Custom Fields with PII ❌ Change PII settings ❌ Guest data extraction ❌ View Previously Sent Emails ❌ Guest Merge ❌ Anonymize Guests ❌ |
View Sensitive and Personally Identifiable Guest Information ❌ View Tax ID ❌ Edit Tax ID ❌ View Company Name ❌ Edit Company Name ❌ View Company Tax ID ❌ Edit Company Tax ID ❌ View Document Number ❌ Edit Document Number ❌ View Custom Fields with PII ❌ Edit Custom Fields with PII ❌ Change PII settings ❌ Guest data extraction ❌ View Previously Sent Emails ❌ Guest Merge ❌ Anonymize Guests ❌ |
View Sensitive and Personally Identifiable Guest Information ❌ View Tax ID ❌ Edit Tax ID ❌ View Company Name ❌ Edit Company Name ❌ View Company Tax ID ❌ Edit Company Tax ID ❌ View Document Number ❌ Edit Document Number ❌ View Custom Fields with PII ❌ Edit Custom Fields with PII ❌ Change PII settings ❌ Guest data extraction ❌ View Previously Sent Emails ❌ Guest Merge ❌ Anonymize Guests ❌ |
Comments
Please sign in to leave a comment.