Organization user permissions

Lorena Pamplona

Updated January 09, 2024 19:53

Depending on your property's specific requirements and tasks, it is possible to define the specific roles and permissions to these users.

This article shows an overview of the default Organization roles and their permissions within Cloudbeds PMS.

Create your users for the corresponding organization roles. Learn how to add or edit organization users.

Organization user permissions

Organization owners

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 users

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

Only Organization Owners and Organization Admins have the ability to see the Organization and Users section in the manage tab.

Multiproperty users

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 owners

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

Permissions comparison

The table below provides the differences between the organization users and their permissions. Find more details in the highlighted box below the table.

Organization users	Switch between properties	Security tab	View credit cards	Edit or create organization users	Edit or create users in the property level***	Multiproperty in the Availability Matrix****
Organization owner	YES	NO	Requests to the property owner	YES	*YES	YES
Organization Admin	YES	NO	Requests to the property owner	NO	*YES	YES
Organization user/ Multi-property user	**YES	NO	Requests to the property 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.