EscapiaVRS “Roles” Roles Below is an outline of the new structure within EscapiaVRS which will be available in April 2008. Several new roles have been added to provide for greater security, while other roles have retained the basic functionality of the module in which they function. EscapiaVRS Role Structure *Note: If a user has been assigned a Manager role, they do not need the nonmanager role as well in order to have access to the complete set of functionality. (Ex. A user does not need to be assigned the Accountant role if they are already an Accounting Manager.) Role Agency Administrator Accounting Manager Accountant Reservations Manager Reservationist Housekeeping Manager Housekeeper Technician Manager Technician EscapiaNET Administrator Owner Property Manager PM Manager Role Administrator Rate Manager Credit Card Viewer Report Manager Functions Access to all functions within software. Access to all accounting functions. Access to most accounting functions except the Accounting Setup Menu and corresponding functions. Access to all reservation functions, expanded reporting. Access to standard Reservation functions as well as Front Desk and Housekeeping. Cannot access Reservations Setup Menu. Make housekeeping Assignments. Reporting, Change Room status. Access all Service Order functions, make assignments, expanded reporting. Access to basic Service Order functions. Manages and controls EVRN setup-API. Can access reservations report and make bookings via OwnerWeb. (optional) Add units, setup and adjust rates. Manage correspondence, categories and locations, and Owner Web. Can assign and remove roles from other users within the system. NOTE: This role cannot assign roles to other users that it does not already have access to. (Ex. A Reservations Mgr with Role Admin cannot assign Accounting roles to other users unless they have been assigned an Accounting Manager as well.) Allows editing of Rates and Seasons as well as Deposit Policies. Allows the user to view the full credit card number in order to process a credit card payment. Can create and save reports if you have purchased the reporting module. *Reservationists and Accountants will no longer have access to Rate Setup, Deposit Policies, and Season without either the role of “Rate Manager” or “Agency Administrator” assigned to them. 2101 4th Ave #1800; Seattle WA 98121 | 1-800-372-2742 x 3 | [email protected] | www.escapia.com Roles 2 Roles The UI which allows Managers and Administrators to assign roles to other users will appear as follows Additionally, the Find Contacts and New Contacts functionality has stronger restrictions than before. A user typically cannot create a new contact within a role that they do not currently have access to. (Ex. A Reservations Manager cannot create an Accountant role unless they have the Accounting Manager role assigned to them.), however they can view users with other roles within the system but do not have the ability to make or save changes to them. 2101 4th Ave #1800; Seattle WA 98121 | 1-800-372-2742 x 3 | [email protected] | www.escapia.com Roles 3 Roles For instance compare the Accountant and Accounting Manager roles; Accountant: • Can create new Owners and Vendors. • Can access and make changes to records for Customers and Owners. • Can search for Accounting Managers, Accountants, Customers, Housekeeping Managers, Housekeepers, PM Managers, Property Managers, Owners, Reservations, Managers, Reservationists, Technician Managers, Technicians, and Vendors. However they cannot open or make changes to these contact records Accounting Manager: • Can create new Accounting Managers, Accountants, Owners, and Vendors. • Can access and make changes to records for Accounting Managers, Accountants, Customers, Owners, and Vendors. • Can search for Accounting Managers, Accountants, Customers, Housekeeping Managers, Housekeepers, PM Managers, Property Managers, Owners, Reservations Managers, Reservationists, Technician Managers, Technicians, and Vendors. However, while they can open these contact records they cannot make and save changes to them. Similar variations exist with other roles such as Reservationist and Reservations Manager. © Copyright 2008-Present HomeAway Software for Professionals. All rights reserved. 2101 4th Ave #1800; Seattle WA 98121 | 1-800-372-2742 x 3 | [email protected] | www.escapia.com Roles 4
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