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How to select a user role and set access rights

To ensure your employee works effectively with the Extranet, make sure you assign the appropriate user role. The roles determine access to various sections and functions of the service. In this article, we explain the available user roles and their differences.

Master

Full access to all sections and functions, as well as the ability to request major changes. A user with the Master role can:

  • add and delete properties;

  • create and delete any users;

  • delete the account;

  • request to open or close a property, change the commission rate, etc.

The Master role is assigned:

  • automatically when a property is registered;

  • manually — only by another user with the same role. You can either add a new employee or change the access rights of an existing one.

Accountant

Responsible for reconciliation, payments, and invoicing. A user with this role has access to all main sections (“Hotel,” “Bookings,” “Rooms and Rates,” “Promotions,” “Availability and Pricing”), and, most importantly, to all information in the “Contracts and Invoices” section. The Accountant can:

  • conclude contracts

  • edit company details

  • provide tax information

Manager

Users with the Bookings Manager, Content Manager, and Sales Manager roles have similar access rights:

  • Access to guests’ card data;

  • Access to the “Bookings” section — for communicating with guests, reviewing information, and marking no-shows;

  • Access to the “Promotions” section — for managing promotion programs;

  • Access to the “Hotel” section — for viewing and editing property information and responding to guest reviews;

  • Access to the “Availability and Pricing” section — for viewing and editing prices, availability, and restrictions;

  • Access to the “Contracts and Invoices” section. Please note: the Sales Manager can edit information (for example, change company details), while the Content Manager and Bookings Manager can only view this section.

You can choose the role that best matches your employee’s job position.

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