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*** | View MultiProperty information in the Availability Matrix**** |
|---|---|---|---|---|---|---|
| Organization Owner | YES | NO | Requests to Prop. Owner |
YES |
*YES |
YES |
| Organization Admin | YES | NO | Requests to Prop. Owner |
NO | *YES | YES |
| Organization User / Multi-property user | **YES | NO | Requests to Prop. Owner |
NO | Depends on the role assigned | NO |
|
Property Owner |
NO |
YES |
YES |
NO |
YES |
NO |
*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 access permissions.
***Except Multi-property users: they can only be edited by themselves in their My User Profile page.
****Organization Owners and Admins from organizations with the MultiProperty feature enabled. Reach out to out Support Team for further assistance to enable this feature.
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
- Can view the MultiProperty information in the Availability Matrix if the feature is enabled
- 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 and have access to the Organization and Users feature to manage the users within an Organization
- Can view the MultiProperty information in the Availability Matrix if the feature is enabled
- 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 or add organization users
Check the following article to learn How to Add an Organization Admin
Only Organization Owners and Organization Admins have the ability to see the Organization & Users section in the manage tab.
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)
- Only they 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
