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How do I give or remove permissions (privileges) for a role or a report?

Updated

On this page
  1. Short answer
  2. Steps
  3. Check the result
  4. Common problems
  5. Detailed pages

Short answer

Open Assign Transaction Privileges (screens, buttons) or Assign Report Privileges (reports), click the role name, tick or clear boxes and Save. The user must log in again.

Steps

  1. Open Property Setup > User & Access and choose Assign Transaction Privileges (addresses #/setup/transaction-privileges and #/setup/report-privileges).
  2. Click the Role Name (clickable only with Access Role Configuration).
  3. Use Search privileges... to find the item, for example "discount", "cancel reservation", "undo", "block room", "flash view".
  4. Tick to allow, clear to remove. Report modules (Daily, Monthly, Ledger...) are on the report screen.
  5. Click Save.

Check the result

Role updated Successfully. Privileges load at login, so ask the user to sign out and in. Missing menus and greyed buttons return.

Common problems

  • Not sure which privilege: look up the button in the privilege reference. Some privileges are stored but not checked by any screen in this version.
  • The Owner role always has every right.
  • Menu is hidden for another reason: the feature is off in Feature Setting or the licence is missing (licences).
  • Messages: Configuration messages.

Detailed pages

Assign transaction privileges, Assign report privileges, Roles and access.