Employee Security Role Permissions Overview

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Overview

Employee Security Role has different permissions associated, allowing employees to perform functions within RezExpert and reservation management. Below is a list of the basic functionality for the common Security Roles.

Prerequisites

  • Understanding of RezExpert system roles and functionalities.

Steps

Security Role Permissions

  • Read Only
  • View Till Tape on Grid: Y
  • View Till Tape Comments: Y
  • Add Till Tape Comments: N
  • Open Guest Folio: N
  • Send Email/Print Receipts: N
  • Make Booking: N
  • Make Pencil In: N
  • View Guest List: Y
  • POS: N
  • Open Arrivals/Departures: Y
  • Change Booking Status: N
  • Search Client: Y
  • View Client File: Y
  • Edit Client File: N
  • Setup: Y
  • Reports: N
  • End Of Day Process: N
  • Daily Closure: N
  • Account Review/Aging: Y
  • Account Manager: Y
  • Inventory Adjustment: N
  • Payment Audit: Y
  • Point Of Sale Activity: Y
  • Type Revenue & Occupancy: Y
  • Marketing Type Statistics: Y
  • Dashboard: N
  • Billing Policy Review: Y
  • Edit / Add Billing Policy: N
  • Process Billing Policies: N
  • Process Meter Readings: N
  • Batch Review: Y
  • Front Desk Clerk
  • View Till Tape on Grid: Y
  • View Till Tape Comments: Y
  • Add Till Tape Comments: Y
  • Open Guest Folio: Y
  • Send Email/Print Receipts: Y
  • Make Booking: Y
  • Make Pencil In: Y
  • View Guest List: Y
  • POS: Y
  • Open Arrivals/Departures: Y
  • Change Booking Status: Y
  • Search Client: Y
  • View Client File: Y
  • Edit Client File: Y
  • Setup: Y*
  • Reports: Y
  • End Of Day Process: Y
  • Daily Closure: Y
  • Account Review/Aging: N
  • Account Manager: N
  • Inventory Adjustment: Y
  • Payment Audit: Y
  • Point Of Sale Activity: Y
  • Type Revenue & Occupancy: N
  • Marketing Type Statistics: N
  • Dashboard: N
  • Billing Policy Review: Y
  • Edit / Add Billing Policy: Y
  • Process Billing Policies: Y
  • Process Meter Readings: N
  • Batch Review: Y
  • Back Office Admin
  • View Till Tape on Grid: Y
  • View Till Tape Comments: Y
  • Add Till Tape Comments: N
  • Open Guest Folio: Y
  • Send Email/Print Receipts: N
  • Make Booking: Y $
  • Make Pencil In: N
  • View Guest List: Y
  • POS: N
  • Open Arrivals/Departures: N
  • Change Booking Status: N
  • Search Client: Y
  • View Client File: N
  • Edit Client File: N
  • Setup: Y*
  • Reports: Y (L)
  • End Of Day Process: Y
  • Daily Closure: Y
  • Account Review/Aging: Y
  • Account Manager: N
  • Inventory Adjustment: N
  • Payment Audit: Y
  • Point Of Sale Activity: N
  • Type Revenue & Occupancy: Y
  • Marketing Type Statistics: N
  • Dashboard: Y
  • Billing Policy Review: Y
  • Edit / Add Billing Policy: N
  • Process Billing Policies: Y
  • Process Meter Readings: N
  • Batch Review: Y
  • Property Manager
  • View Till Tape on Grid: Y
  • View Till Tape Comments: Y
  • Add Till Tape Comments: Y
  • Open Guest Folio: Y
  • Send Email/Print Receipts: Y
  • Make Booking: Y
  • Make Pencil In: Y
  • View Guest List: Y
  • POS: Y
  • Open Arrivals/Departures: Y
  • Change Booking Status: Y
  • Search Client: Y
  • View Client File: Y
  • Edit Client File: Y
  • Setup: Y
  • Reports: Y
  • End Of Day Process: Y
  • Daily Closure: Y
  • Account Review/Aging: Y
  • Account Manager: Y
  • Inventory Adjustment: Y
  • Payment Audit: Y
  • Point Of Sale Activity: Y
  • Type Revenue & Occupancy: Y
  • Marketing Type Statistics: Y
  • Dashboard: Y
  • Billing Policy Review: Y
  • Edit / Add Billing Policy: Y
  • Process Billing Policies: Y
  • Process Meter Readings: Y
  • Batch Review: Y

Troubleshooting

  • Y* - Setup Area: Document Manager only.
  • Y (L) - Limited Reports.
  • Y $ - Unable to process payment.