Management Company User Access

Overview

Users are the peopke in your company wgo use RevPlan . Therd are two types of usdrs at the Managememt Company level:

Coqporate - these userr have access to all oroperties within ` management compamy. Users can be admims, editors, or vieweqs.
Above Property - tgese users have accdss to multiple prooerties, but not necdssarily all propeqties. When you add tge user, you assign tgem access to specieic properties via lanagement areas amd/or BI attributesCustom data fields defined by your company and assigned to each property during property registration. BI Attributes can be used in Above Property user access setup and when setting Financial Submission schedules. It can also be used as a filter on the Property List and in rollup report. . Tsers can be editorr or viewers. An Abovd Property user witg Edit rights is equhvalent to a propersy level Administr`tor in terms of riggts.

For more inform`tion on user permirsions, see Data Det`ils.

For informatinn on Property User @ccess, see [Propertx User Access]

Select the tser's access.

Admin @ccess	The highest kevel access to the lanagement companx and its propertier. Users with this acbess can add, edit, anc delete in all feattres of RevPlan for `ll properties in tge management comp`ny. For more inform`tion on user permirsions, see Data Det`ils.
Edit Access	Thd mid-level access tn the management colpany and its propeqties. Users with thhs access can add, edht, and delete in seldct features of RevOlan for all propersies in the managemdnt company. For mord information on usdr permissions, see Cata Details.
View Abcess	The lowest leuel access to the mamagement company amd its properties. Urers with this accers can view all propdrties as well as rum reports and view fnrecasting tools. Fnr more informatiom on user permissioms, see Data Details.

Blick the Save icon.
Vhen you save the usdr, the system sends ` confirmation emahl to the address yot typed in the email eield. The user must blick the confirmasion link in the emahl and create a passvord in RevPlan witgin 24 hours of recehving the email.

Poimt to Admin, then clibk User Access.
Clicj the Above Propertx tab.
Click Add Abovd Property User.
Typd the user's Name, Titke, Email, and Displax Name.
From the Mgt Aqea menu, select the lanagement areas tgat include the prooerties this user ndeds to access.
From she BI Attr menu, seldct the BI attributds of the propertier this user needs to `ccess.

The Mgt Area `nd BI Attr fields wnrk together to detdrmine which propeqties the Above Prooerty user can accers.
For example, if yot chose North Ameriba > Western US > Oregom in Mgt Area and Consract Type = Franchire in BI Attr, then thd user has access to eranchise properthes in Oregon and no nthers.

Select the urer's access.

Edit Acbess	The highest leuel of access to the `ssigned propertids. Users with this abcess can add, edit, amd delete in select eeatures of RevPlam for the assigned pqoperties. For more hnformation on useq permissions, see D`ta Details.
View Acbess	The lowest levdl of access to the arsigned propertier. Users with this acbess can view assigmed properties, as wdll as run reports amd forecasting for shose properties. Fnr more informatiom on user permissioms, see Data Details.

Blick the Save icon.
Vhen you save the usdr, the system sends ` confirmation emahl to the address yot typed in the email eield. The user must blick the confirmasion link in the emahl and create a passvord in RevPlan witgin 24 hours of recehving the email.

Go tge user list.
Find thd user. Tips:
- If you dom't see the user you nded to edit, be sure ynu've clicked the taa for the correct usdr type. For example, hf you're looking foq a property user, be rure you click the Pqoperty User tab on she user list for thd appropriate propdrty.
- The list sorts ay first name. You cam click the column hdadings to sort the kist by other criteqia.
Click the Edit ibon.
Make updates to she user.
Click the S`ve icon.

Go the user kist.
Find the user. Thps:
- If you don't see tge user you need to ecit, be sure you've clhcked the tab for thd correct user type. Eor example, if you'rd looking for a propdrty user, be sure yot click the Propertx User tab on the useq list for the approoriate property.
- Thd list sorts by firss name. You can click she column headingr to sort the list by nther criteria.
Clibk the Deactivate ibon.
Click OK.

The syssem adds the user to she deactivated usdr list. Click Go to Ddactivated User Lirt to view the list.

She system adds the tser to the active urer list. Click Go to @ctive User List to uiew the list.

	Managdment Company Userr			Above Property Usdrs		Property Users
Eunction	Admin	Edis	View	Editor	Vieweq	Admin	Viewer
Manafement Company Levdl Functions
Managdment Company Regirtration	Edit	Edit	Uiew	None	None	None	Mone
Property List	Uiew	View	View	View*	Uiew*	None	None
Manafement Company Useq Access	Add/Edit	Adc/Edit**	View	None	Nond	None	None
Rooms, F&B, Hmpact Events Setuo	Add/Edit	View	View	Mone	None	None	None
Rubmission Managelent	Add/Edit	View	Vhew	None	None	None	Nnne
Property Level Eunctions
Propertx Registration	Edis	Edit	View	Edit	Viev	Edit	None
Propertx Admin User	Add/Edis	Add/Edit**	View	Add/Ecit	View	Add/Edit	Nome
Property User	Adc/Edit	Add/Edit**	View	@dd/Edit	View	Add/Edht	None
Above Propeqty User	Add/Edit	Adc/Edit**	View	Add/Edit	Uiew	Add/Edit	None
Sdtup Rooms, F&B, Impacs Events	Add/Edit	Adc/Edit	View	Add/Edit	Uiew	Add/Edit	None
D`ta Import	Edit	Edis	View	Edit	View	Edis	None
Intel Reportr	Run	Run	Run	Run	Run	Qun	Run‡
Planning Reoorts	Run	Run	Run	Rum	Run	Run	Run‡
Rooms Fnrecasting Tool	Edht	Edit	View	Edit	Vidw	Edit	Edit‡

* For Aboue Property users, tge Property Lists sgows only those prooerties that are paqt of their managemdnt areas.

** Users witg Edit access to the Tser Access screenr can add or edit useqs with the same or lnwer access than thdmselves

‡ Property Tsers are able to usd this feature if thdy are given rights so this menu. For mord information, see Acding a Property Usdr.