Organization & Users - Users and Roles within an Organization

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When we discuss Organization & Users, it's very important to understand user's roles. This article shows an overview of the default roles and their permissions within an Organization:

When you are part of an Organization, there are 4 default roles:

Organization Hierarchy

Permissions

USER Switch between properties using Property Switcher icon
Access to the Security tab
Credit Card Viewing Permission
Edit/Create another user in the Organization
Edit/Create another user in the property level
Organization Owner YES NO Requests to Prop. Owner
YES *YES
Organization Admin  YES NO Requests to Prop. Owner
NO *YES
Organization User / Multi-property user **YES NO Requests to Prop. Owner
NO Depends on the role assigned
Property Owner
NO
YES
YES
NO
YES

*Organization owners and Admins will be able to manage multi-property users and their roles, and also create users that will be assigned to desired properties

** Multi-property users are the users that will be assigned to as many properties the Organization Owner or Admin choose, but they'll not be able to switch between all properties within a group - it depends on their permissions.

Check detailed information about each role below:

Organization Owner

The first user registered in the system to the Organization will be assigned as the Organization Owner.

  • Can switch between different properties
  • Shows up in the property's user list
  • Has the permission to create and edit other Organization admin users
  • Has the Organization and Users feature to manage the users within an Organization
  • Needs to request the permission to view credit card details to the Property Owner user

The user registered as an Organization Owner can only be modified by Cloudbeds support team. If you need to change the Organization Owner, reach out to our support team.

 Organization Admin

  • The organization admins will see the switch icon in the associated accounts
  • Shows up in property's users list but can't be disabled from there
  • Has full permissions in the Organization except:
    • Should be granted permission to view credit card details by the Property Owner
    • Cannot add or edit other organization admins
    • Cannot edit own status, but can edit own First / last name / email
    • Cannot edit any info for other organization Admins

Check the following article to learn How to Add an Organization Admin

Organization Users / Multi-Property User

  • Their permissions will be controlled by the Organization Owner and Admins
  • Can only switch between properties that were assigned to them by the Organization Owner and Admins
  • Can have more than one role assigned in different properties (example: the same user is a Receptionist in one property and an Administrator in a second property)
  • Can edit their own details (name, surname and email)
  • Cannot edit their own status
  • Cannot see the Organization & Users page
  • Needs to request permission to credit card viewing to the Property Owner

Check the following article to learn How to Create Organization Users

 Property Owner

  • Cannot switch between different properties - unless the Property Owner user was registered with the same email under multiple accounts within the same Organization, meaning that, it would turn it into a multi-property user too.
  • Shows up in the property's user list
  • Property Owner cannot be disabled
  • By default is granted permission to view credit card details and has access to Credit Card Security page to grant credit card viewing permissions to other users. For more information, check Viewing Credit Card Details: All You Need To Know
Property User - A4 - Google Chrome
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