The following article explains how to create a custom set of permission for a User in the PMS.
Setting User Permissions
Setting a User's permissions is done from the Permissions tab in the Clerks Module. Proceed to System Configuration > Clerks, and select the user from the list (ensure the black arrow is pointed toward their name).
By clicking the + icon next to a category (Export/Import, Guest Management, Operations etc...), the category will expand and display all permission associated with it.
To grant a permission:
- Click the + icon to expand the category (Export/Import, Guest Management, Operations etc...)
- Select the permission from the right side
- Click Give (repeat steps 2 & 3 for all desired permissions in that category)
- Click Post to save
NOTE: The PMS does have several "Reverse Permissions". When a reverse permission is granted, it will prevent a user from performing a task. For example, under Reservation Management there is permission 1537 - Disallow Reversals / Adjustments / Moves. When this permission is granted to a user, it will prevent them from performing reversals, adjustments, and moves on a transaction posting.
It is possible to copy and paste a set of permissions from one user to another, as long as they have the same Main User Role (Owner, Clerk, or Accountant). For example, an Owner's permissions could not be copied to a Clerk, or Accountant, or vice-versa. However, a Clerk's permissions can be copied to another Clerk, or an Owner's to another Owner, etc...