Permission Role: Account Manager

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Give users access to certain Guesty features by granting them the most relevant permissions. 
The information below will help you understand which functionality a Guesty user will or will not have access to when assigning them an Account Manager permission role.

Tip:

Check out our permissions overview to learn more about each role and to see examples of personas that the role can apply to within your company. Learn how to assign or remove permission roles to or from Guesty users.

Each Guesty user has access to different search suggestions, based on the permission role that they have been assigned. See the information below.
Type of Data
Appears in Search Suggestions
Reservations
Yes
Listings
Yes
Guests
Yes
Users
Yes
Contacts
Yes
Owners
Yes
Vendors
Yes
Marketplace
Yes
Integrations
Yes
Smart Views/Custom Reports
Yes
Navigation Shortcuts (e.g. search for "Custom Fields" to open that section in your Account Settings)
Yes

Listing Features

Feature
Permissions
See listing's name, nickname and address
Can Edit
Marketed address
Can Edit
See listings list
Yes
Save new views
Yes
Edit views
Yes
Upcoming and current reservations
Can Edit
View listing's analytics
Yes
Property public details and terms
Can Edit
Custom fields - View
All
Custom fields - Edit
Yes
Default values for reservation custom fields 
 Can Edit
Cleaning instructions
Can Edit
Calendar
Can Edit
Calendar - minimum nights
 Can Edit
Automation
Can Edit
Saved Replies - View
Yes
Saved Replies - Edit
Yes
Receptionists
Can Edit
Post Booking
Can Edit
Marketing Channels
Can Edit
Marketing public info
Can Edit
Listing Settings
Can Edit
Commission Calculation Formulas
Can Edit
Create a new listing
Can Edit

Reservation Features

Feature
Permissions
Reservation details
Can Edit
Listing
Can Edit
Notes
Can Edit
Custom Fields - View
All
Guest details
Yes
Custom Fields - Edit
Yes
Financials
Can Edit
Review
Yes
Inbox
Yes
Create a new manual reservation
Yes
Reservation status
Can Edit
Save new views
Yes
Edit views
Yes
See reservations list
Yes  

Payment Features

Feature
Permission
Connect account to Stripe
No
View payments per reservation
Yes
Collect a payment per reservation
Yes
View invoice items per reservation
Yes

Premium Features

Accounting

Feature
Permission
Business models
Can view and edit
Owner statements
Can view and edit
Reports
Can view and edit
Posting journal
Can view and edit
Balances
Can view and edit
Reservation folio
Can revers a transaction and add a transaction / journal entry

Task Features

Feature
Permission
Create Manual Tasks
Yes
Create Auto Tasks
Yes
View tasks
Yes
Assign tasks (to self)
Yes
Assign tasks (to others)
Yes
Edit tasks
Yes
Save new views
Yes
 Edit views 
Yes
Delete comments
Yes

Account Features

Feature
Permissions
Integrations
Can Edit
Users
Can Edit
System settings
Can Edit

Communications

Feature
Permissions
Guest Book
Can view and edit
Phone Book
Can view and edit (add/delete contacts)

Document Manager

Feature
Permissions
Check-in form
Can Edit
Rental agreements
Can Edit

Owners

Feature
Permissions
Owner's page
Yes
Owner's Portal settings
Yes
Owner's Inbox
Yes

Multi-Calendar

Permissions
Can Edit

Billing

Permissions
No

Notifications

Note:

This determines whether or not users can activate the following notifications.

Notification
Permissions
Payment: Failed
Yes
Payment: Auto Authorization Hold Failed
Yes
Payment: Received
Yes
Payment: Invalid Credit Card
Yes
Reservation: Inquiry
Yes
Reservation: Canceled
Yes
Reservation: Alteration
Yes
Reservation: Confirmed
Yes
Reservation: Double Booking
Yes
Tasks: New Attachment
Yes
Tasks: New Comment
Yes
General: Agoda Connect
Yes
General: Listing integration failed
Yes
General: Financials channel sync failed
Yes
Nights Limit: Calendar is blocked
Yes
Nights Limit: Calendar is open
Yes
Nights Limit: Set number of minimum nights is too high
Yes
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