Default access rights

Default access rights can be seen as the basic access to the PMS. These include the actions that are frequently used by receptionists. Every employee has these basic permissions by default.

Click on a section to see what an employee with default access can do in this module.

General

Use search bar

Access update page

Access Help documentation

Complete onboarding checklist

Export night register (via Dashboard)

Planboard

Access the planboard

Set up filters and sorting

View three different Planboard displays

Move reservations

Swap reservations

Reservations

Perform check-ins and check-outs

Create reservations

Create reservations as option

Confirm reservations

Resend reservation confirmation

Label reservations

Copy reservations

Cancel reservations

View booking details

View booker details

Download welcome letters

Enter license plates

Edit guest list (Personal data)

Edit guest composition (Number of people in reservation)

Edit object of stay

Edit dates of stay

Adjust desired amenities

View question after reservation

Add cost items to the order

Add late check-out

Add coupon code(s)

Apply discount card

Add packages

View reservation invoice

View payment status

Add payment to the reservation

View tasks for the reservation

View sent auto email(s)

Add note to reservation

Take over reservation from the booking portal

View voucher overview (not the voucher codes)

Resend or delete voucher

Redeem voucher on reservation

View uninvoiced changes

Export guest list

Export reservations

Setup

View objects

View types

View clusters

View arrival and departure schedule

View price lists

Add blocked period

View overview of blocked periods

View meter readings overview

Export blocked periods

POS

Use POS

Collect payment on a sales receipt

View sales receipts

Perform refund on a sales receipt

Todos

View todos overview

View todo lists

Create todos

Check todos

Add costs to todos

Complete todos

Assign todos to an executor

Schedule todos via the todo planner

View facilities

Contacts

View contacts overview

Impersonate booker

Label booker

Upload document for the booker

Send Customer portal link

Owners

View owners

View owner contacts

Label owners

Add fellow guests

Create owner reservation

View meter reading settlements overview

View agreements overview (individual agreements cannot be opened)

Financial

View invoices

Send invoices

Credit invoices

View open payments

Send reminders/notices

Add payment or refund to invoice

View SEPA forms

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