RoomBoss Documentation
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  • Property Management System (PMS)
  • Rates & Inventory Setup
    • Accommodation Setup
      • Different Room Configuration
    • Managing Rate Plans
    • Setting Rates & Restrictions
      • Managing Rates & Restrictions At The Day Level
      • Managing Rates & Restrictions with Calendars and Periods
    • Managing Invoicing & Cancellation Strategies
    • Managing OTA Rates & Restrictions
    • Automated Gap Management
    • Using Allotments
    • User Roles
  • Channel Managers
    • RoomBoss Channel Manager
      • Prior to Integration
      • Starting the Integration Process
      • Once Activated
      • Managing Rates and Restrictions
      • Managing Room Stock Available To Channel Managers
      • RoomBoss Channel Manager Dashboard
      • Other Notes
      • FAQ
    • Neppan
      • Activating the Integration
      • Once Activated
      • FAQ
  • Website Booking Engine
    • Accommodation Booking Engine
    • Website Integration
    • URL Parameter Reference
    • Conversions & Analytics
    • Web Components
    • Sync Airbnb Calendar
  • Front Desk, Reservation & Housekeeping Operation
    • Front Desk
      • Check In
      • Check Out
      • Non-Accommodation Bookings
      • Daily Procedures
        • Start of Day Procedures
        • End of Day Procedures
      • General Recommendations
    • Reservations
      • Daily Procedures
      • New Booking Requests
        • Direct Booking Requests
        • Agent Booking Requests
      • New Booking Reservations
        • Direct Booking Reservations
        • Agent Booking Reservations
        • Channel Manager Booking Reservations
      • Allocating Bookings To Rooms
      • Modified Bookings
        • Modify a Direct Booking
        • Modify an Agent Booking
        • Modified Channel Manager Booking
      • Cancel Bookings
        • Cancelling a Direct Booking
        • Cancelling an Agent Booking
        • Cancelled Channel Manager Booking
      • Packages And Non-Accommodation Bookings
        • Non-Accommodation Notification Email Received
      • Record Adults, Children, and Infants on Bookings
    • Housekeeping
      • Overview
      • Setup
      • Managing Cleaning Tasks
      • Room Status
      • Custom Housekeeping
      • Daily Procedures
      • Suggested Workflow
    • Online Self Check-in System
      • Setup
      • Check-in Processes
        • Auto Email Self Check-in URL
        • Convey Check-in ID to Guest
        • Unpopulated Check-in Forms
      • Check-in Form Search
      • Front Desk HQ Integration
      • Online Self Check-in Form URL
      • Features Coming Soon
      • FAQ
    • Guest ID Capture With AdriaScan
    • General Room Status
  • Financial & Reporting Tools
    • User Management
    • Activity Tracking
      • Bookings
      • Invoices and Payments
      • Sales Desk
    • Data Locking
      • Financial Transaction Locking
      • Reservation Locking
      • Calendar Month Locking
      • Recommended Permissions for Data Locking
    • Reports
      • Rate Audit Report
      • In House
      • Manager Report
      • Operations Report
      • Kutchan Tax Report
  • Trust Accounting
    • The Basics
    • Journal Entry Upload
    • Allow Bookings Via Trust Owner Statements
    • Managing Post-Checkout Payments and Accounts Receivable
    • Property Ownership Changes
    • Clearing Accounts
  • USER GUIDES
    • General Features Across All Systems
    • Snow School Management System (SSMS)
    • E-Commerce System (ECS)
    • RoomBoss For Agent
  • LINKS
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    • RoomBoss Website
    • Contact Us
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  1. Rates & Inventory Setup

User Roles

List of roles to manage team member access to PMS functionality

As part of RoomBoss, PMS provides user/role-based access control.

RoomBoss PMS provides the following roles to help you manage the system:

Role

Permission

Manage Bookings

User can create, edit or cancel existing bookings.

Manage

Stock /Allotments / Stop Sell

User can create, edit or delete existing agent allotments. Set and edit stop sells (prevent a product being sold over certain dates), and manage channel manager stock.

Manage Booking Channels

User can grant, remove or edit agent access and commissions and portal site listings.

Manage Rates

User can create new and edit or delete existing rates or price adjustments.

Manage Products

User can create new products, edit or make existing products inactive, edit vendor settings and edit rich messages.

Custom ID mandatory on purchases as agent

Checking this box will require the user to enter a Custom ID when making bookings of any 3rd party product.

Merge Guest Admin

User can use Merge Guest function.

Bulk Invoice Admin

User can use Bulk Invoice/Payments.

Website Configuration Admin

User can setup and edit Website Configurations (booking engine).

Currency Exchange Rate Admin

User can set exchange rates used on website booking engine.

Edit Payments

Once payments have been recorded, they can only be edited by users with this permission (users must also have Manage Bookings permission to access the invoices).

Bring Into Package Admin

User can use Bring Into Package function.

Manage Sales Desks

User can setup/change sales desks.

Price Components Admin

User can setup and edit Price Components.

Edit Gross Price Role

User can Edit Gross price of a booking (only in case of vendors). Role is in addition to Manage Bookings.

Edit Sell Price Role

User can Edit Sell price on booking (applies for both vendors and agents). Vendors can edit the sell price and agents can edit the agent sell price. Role is in addition to Manage Bookings.

Property Management Contacts Admin

User can create and edit Property Management Contacts, users without the role can only view contacts.

Point Of Sale Only Access

User can access RoomBoss POS but cannot access any pages in the main RoomBoss account.

Housekeeping Only Access

User can only access the allocation table (3 weeks limited view) and housekeeping reports.

Maintenance Only Access

User can only access the allocation table (3 weeks limited view).

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Last updated 1 month ago

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