There is an easy way to restrict access to Setup and Reports by User. A User Role provides specific access to Reports and Setup Functions. In your MyPMS, go to SETUP | PMS |USERS, then either click on the name of an existing User and choose a Role from the drop-down menu. Or, assign the Role when adding a new user. System restrictions by User Role: - Manager: Full access to all Setup functions and Reports.
- Sr. Night Auditor: Able to perform Night Audit; No access to Setup; Full access to all columns of Reports.
- Night Auditor: Able to perform Night Audit; No access to Setup; Access to only first 4 columns of Reports.
- Front desk: No access to Night Audit or Setup. Access to only the first 3 columns of Reports.
- Housekeeper: Access only to the Housekeeping section.
User dependent restrictions: - Allow manual entry of Rates: Allows user to manually change a Rate.
- Allow Overbooking: This allows the user to book beyond your current availability. Recommended setting is "No"
- IP filtering: Restricts login access to property IP address. This is property dependent. Recommended setting is "No" until your IP ranges have been set in the system. For more details see: Setting IP filtering access restrictions to users
System restrictions by User Role: - Manager: Full access to all Setup functions and Reports.
- Sr. Night Auditor: No access to Setup. Full access to all columns of Reports.
- Night Auditor: No access to Setup. Access to only first 4 columns of Reports.
- Front desk: No access to Night Audit or Setup. Access to only the first 3 columns of Reports.
- Housekeeper: Access only to the Housekeeping section.
To learn more about Adding and editing Users. See
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