Grant and set up credit card viewing password

Gabriela Garcia

Updated October 22, 2026 19:14

Purpose	Grant credit card viewing access, create a separate viewing password, and manage related Security page actions.
Best for	Property Owners, organization users, and authorized property staff.
Use this when	A user needs credit card viewing access, an initial viewing password, or the Property Owner needs to send a reset email or configure inactivity logout.
Requirements	Credit card viewing must be available for the property. Only a user logged in as Property Owner can grant or manage other users' viewing access.
Expected result	The selected users receive viewing access or the requested Security page action is applied. Authorized users can then create their credit card viewing passwords.
Limitations	Credit card viewing password controls may be unavailable for properties with a connected payment gateway. Organization users need separate authorization for each property.

Introduction

Viewing full guest credit card details in Cloudbeds PMS requires the appropriate viewing permission and a separate credit card viewing password, when this feature is available for the property. This password is different from the one used to sign in to Cloudbeds PMS.

The Property Owner manages viewing permissions for other users through the Security page. After access is granted, each authorized user creates their own password and signs in under the role that has permission.

Who this affects and how
Credit card viewing permissions by role
Grant credit card viewing access
Set up your credit card viewing password
Other actions on the Security page
Credit card viewing across multiple properties

Who this affects and how

Choose the workflow that matches your role and what you need to do.

Role	What to know
Authorized property staff	The Property Owner must first grant viewing permission. Then set up your password using the invitation email and sign in under the authorized role.
Organization users	You need authorization for each property account separately. See credit card viewing across multiple properties.
Property Owner	You have viewing permission by default, but must set up a viewing password. To grant another user access, follow Grant credit card viewing access while signed in as Property Owner.

Payment-gateway availability: Credit card viewing password controls may be hidden when a payment gateway is connected. If the controls are unavailable, password setup may not apply to your property's payment configuration.

Credit card viewing permissions by role

Permissions depend on the role assigned to the user and the role they are currently using to sign in. The Property Owner is the only role with viewing permission by default.

Role	Permissions
Property Owner	Can view eligible card details by default after creating a credit card viewing password. Must be signed in under the Property Owner role to grant or manage access for others.
Organization Owner Organization Admin Organization/Multiproperty user	The Property Owner of each property must grant viewing permission separately. A separate password is needed for each property, and the user must sign in under the applicable organization role.
Other property users	Need permission granted by the Property Owner, a viewing password for that property, and sign-in under the authorized role.

For general role configuration, see Add, edit or delete roles.

Grant credit card viewing access

For Property Owners: You can grant credit card viewing access using either the Access toggle for an individual user or the Actions menu for one or more selected users.

Important: You must be logged in as Property Owner to manage these permissions. Cloudbeds Support cannot grant credit card viewing access on behalf of the Property Owner. Enabling a permission does not override payment-gateway restrictions.

To open the Security page:

Open the Account Menu and select Settings.
Go to Users and select the Security tab.

The Security page displays User Security Settings, including the Access column, user selection checkboxes, credit card password status, automatic logout settings, and the Actions menu.

Option 1: Enable access for one user with the Access toggle

Use this method when granting credit card viewing access to an individual user without selecting a checkbox.

In User Security Settings, find the user and turn on the toggle in the Access column.
Click Apply when the Apply and Cancel buttons appear.
Review the Warning window and click Confirm to apply the change.

Option 2: Enable access for selected users with Actions

Use this method to grant credit card viewing access to one or more users at the same time.

In User Security Settings, check the selection box next to each user who needs access. These checkboxes are separate from the Access toggles.
Click Actions and select Enable Credit Card Viewing.
Click Apply.
Review the Warning window and click Confirm.

The Warning window lists users whose credit card viewing access is enabled. Review the list before confirming your changes.

Once access is enabled, the user can complete the password setup process described in the next section.

Selection required: Actions applies to users whose selection checkboxes are checked. If you select an Actions option without choosing any users, Cloudbeds PMS displays Please check at least one quick assign checkbox. Select the intended users and try again.

Set up your credit card viewing password

For authorized users: After the Property Owner grants credit card viewing permission, the user receives an email to create a separate password for viewing eligible guest credit card details.

Open the credit card viewing invitation email sent to your registered email address and select Set Password.
On the Set your credit card viewing password page, enter your password.
Enter it again under Confirm Password, following the password requirements displayed on the page.
Click Confirm to complete setup.

The password-creation form shows the password requirements, both password fields, and the Confirm button. The example below was captured during a password reset.

After creating your password, sign in using the role for which the Property Owner granted access.

Organization Owners must use their Organization Owner role; Property Owners must use their Property Owner role.

Other actions on the Security page

In addition to enabling credit card viewing access, Property Owners can use the Actions menu to send password-reset emails and configure automatic logout after inactivity.

For these actions, you must select at least one user using the checkbox next to their name. Using the Access toggle alone does not select the user for an Actions menu operation.

Send a credit card viewing password reset email

Use this action when an authorized user needs a new credit card viewing password link. This sends an email to the selected user rather than creating their password for them.

Open the Account Menu and go to Settings → Users → Security. Make sure you are signed in as Property Owner.
In User Security Settings, check the selection box next to each user who needs a reset email.
Click Actions → Send Reset Password Email.
When the Information window says Reset link was sent to your email, click OK.

The Information window confirms that the reset link was requested.

The selected user receives a Credit Card Viewing Password Reset email containing a Reset Password link.

After the new password is created, Cloudbeds sends a confirmation email.

For the complete reset workflow, expired links, and troubleshooting, see Reset or disable credit card viewing password.

Set automatic logout after inactivity

Use Set Auto Logout to define how many minutes of inactivity will pass before selected users are automatically logged out of Cloudbeds PMS.

This is an additional security setting on the same page. It is not required to create a credit card viewing password.

Open the Account Menu and go to Settings → Users → Security while signed in as Property Owner.
Check the selection box next to each user whose inactivity logout time you want to configure.
Select Actions → Set Auto Logout.
In the Set Auto Logout window, enter the number of minutes of inactivity, then click Save.
Check the Auto Logout column to confirm the result.

For example, entering 30 configures the selected user to be automatically logged out after 30 minutes of inactivity.

No automatic logout: The Set Auto Logout window explains that entering 0 or leaving the field blank disables automatic logout for the selected users.

Once saved, the Auto Logout column displays the configured interval, such as After 30 minutes.

Credit card viewing across multiple properties

If an organization user needs to view credit card details across multiple properties, each property's Property Owner must grant access separately.

For example, if the user needs access to three properties:

The Property Owner of Property 1 grants access for Property 1.
The Property Owner of Property 2 grants access for Property 2.
The Property Owner of Property 3 grants access for Property 3.

The organization user must then set up a separate credit card viewing password for each property account and sign in under the applicable organization role.

For more information, see Organizations: Everything you need to know.

Once you have set up credit card viewing access or configured the related Security page settings, these articles provide guidance for later password changes, access removal, and account security:

Reset or disable credit card viewing password explains self-service resets, permission removal, expired links, and troubleshooting.
Security page explains the available security-management controls.