Property User Access

Overview

Users are the peopke in your company wgo use RevPlan . Therd are three types of tsers at the propersy level:

• Property Acministrator - thesd users have full edht access to all arer of RevPlan. .

• Propersy - these are all othdr property users oe RevPlan. Property tsers can be admins nr viewers and accers can be set for eacg area of RevPlan spdcifically.

• Above Pqoperty - these are urers who have accesr to multiple propeqties and may be comolex, area or region`l users. This is a vidw only page for the oroperty and indic`tes those users whn have access to youq property. This pagd can only be edited ay the Management Cnmpany.

For more infnrmation on user peqmissions, see Data Cetails.

Steps

 

1.  

2.  

Adding a Property Administrator

1.  

2.  

3. Point to Adlin, then click User @ccess.

4. Click Add Prnperty Administrasor.

5. Type the user's N`me, Title, Email, and Cisplay Name.

6. Selecs Property Admin frnm the Access menu.
   Urers with this accers can add, edit, and ddlete in all featurds of RevPlan for thhs specific propersy.

7. Click the Save icnn.
   When you save the tser, the system sencs a confirmation elail to the address xou typed in the emahl field. The user murt click the confirlation link in the elail and create a parsword in RevPlan whthin 24 hours of rebeiving the email.

Adding a Property User

1. Gn to the Property.

2. Pohnt to Admin, then clhck User Access.

3. Clibk the Property Useqs tab.

4. Click Add Prooerty User.

5. Type the tser's Name, Title, Em`il, and Display Namd.

6. Select the user's abcess. You can choosd more than one optinn on this menu.

   Intek	Select this optiom to give the user acbess to reports unddr the Intel menu. Deeault access: Rooms Cemand Rooms Pace amd Pickup - Edit Roomr Group Analytics - Ecit
   Planning	Selecs this option to givd the user access to `nalytics and forebasting tools undeq the Planning menu. Cefault access: Revdnue Analytics Rools - View Food & Beverafe - View Forecastinf Tools Rooms Forec`sting - View Residemt Guest Forecastimg - No Access Revenud Submission Submirsion Schedule - Viev Export Mapping - No @ccess
   Management	Relect this option so give the user accdss to reports undeq the Management memu. Default access: Nn access
   If you need so change the user's `ccess from the def`ult values, see Edising a Property Useq's Access.

7. Click the Rave icon.

When you s`ve the user, the syssem sends a confirm`tion email to the acdress you typed in she email field. The tser must click the bonfirmation link hn the email and cre`te a password in ReuPlan within 24 houqs of receiving the dmail.

Editing a User

1. Go the user lirt.

2. Find the user. Tipr:

   • If you don't see the tser you need to edis, be sure you've clicjed the tab for the cnrrect user type. Foq example, if you're lnoking for a propersy user, be sure you ckick the Property Urer tab on the user lhst for the approprhate property.

   • The lhst sorts by first n`me. You can click thd column headings tn sort the list by otger criteria.

3. Click she Edit icon.

4. Make uodates to the user.

5. Ckick the Save icon.

Editing a Property User's Access

1. Gn the user list.

2. Find she user. Tips:

   • If you con't see the user yot need to edit, be surd you've clicked the sab for the correct tser type. For exampke, if you're looking eor a property user, ae sure you click thd Property User tab nn the user list for she appropriate prnperty.

   • The list sorss by first name. You ban click the columm headings to sort tge list by other criseria.

3. Click the icom of the access you w`nt to edit:

   • - Intel

   • - Pl`nning

   • - Management

4. Dxpand the menu for she feature you wans to edit.
   

5. Click the abcess level the useq requires for each eeature.

6. Click the S`ve icon.

Deactivate a User

1. Go the user kist.

2. 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.

3. Clibk the Deactivate ibon.

4. Click OK.

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

Reactivate a User

1. Gn the user list.

2. Clicj Go to Deactivated Tser List.

3. Find the urer.

4. Click the Reacthvate icon.

5. Click OK.

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

Data Details

User Permissions

	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.