Give users access to certain Guesty features by granting them the most relevant permissions. The Communication Agent permission role can be assigned to users that handle guest communication. The information below will help you understand which functionality a Guesty user will/will not have access to when assigning them a Communication Agent permission role.
Important:
When assigning a multi-unit to a user, assign both the multi-unit and its sub-units to allow them to view and access the listings as required.
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 for Guesty users.
Guesty's Search Bar
|
Type of Data
|
Appears in Search Suggestions
|
|---|---|
|
Reservations
|
Yes
|
|
Listings
|
Yes
|
|
Guests
|
Yes
|
|
Users
|
No
|
|
Contacts
|
No
|
|
Owners
|
No
|
|
Vendors
|
No
|
|
Marketplace
|
No
|
|
Integrations
|
No
|
|
Smart Views/Custom Reports
|
Yes
|
|
Navigation Shortcuts (e.g. search for "Custom Fields" to open that section in your Account Settings)
|
Yes
|
Listing Features
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Overview" in the top menu
|
Upcoming and current reservations.
|
Can Edit
|
|
"Listings" in the top menu
|
Viewing a listing's name, nickname and address.
|
View Only
|
|
"Listings" in the top menu
|
View the list of listings.
|
Yes
|
|
"Listings" in the top menu
|
Save new Custom Reports.
|
No
|
|
"Listings" in the top menu
|
Edit Custom Reports.
|
No
|
|
"Analytics" in the top menu
|
View a listing's analytics.
|
No
|
|
"Listings" in the top menu > Marketing tab
|
A property's public details and terms.
|
View Only
|
|
"Listings" in the top menu > Marketing tab
|
View Marketing Channels.
|
No
|
|
"Listings" in the top menu > Marketing tab
|
View Marketing public information.
|
View Only
|
|
"Listings" in the top menu > Property tab
|
View Custom Fields.
|
Only Public
|
|
"Listings" in the top menu > Property tab
|
Edit Custom Fields.
|
No
|
|
"Listings" in the top menu > Property tab
|
Set default value for reservation Custom Fields.
|
No
|
|
"Listings" in the top menu > Property tab
|
Cleaning instructions.
|
View Only
|
|
"Listings" in the top menu > Calendar tab
|
View calendar.
|
View Only
|
|
"Listings" in the top menu > Calendar tab
|
View the calendar's minimum nights.
|
View Only
|
|
"Listings" in the top menu > Automation tab
|
Automation features.
|
No
|
|
"Listings" in the top menu > Communication Service tab
|
Accessing Guest Communication Services.
|
No
|
|
"Listings" in the top menu > Saved Replies tab
|
View Saved Replies.
|
No
|
|
"Listings" in the top menu > Saved Replies tab
|
Edit Saved Replies.
|
No
|
|
"Listings" in the top menu > Settings tab
|
Access listing settings.
|
No
|
|
"Listings" in the top menu > Settings tab
|
Commission calculation formulas.
|
No
|
|
The + icon in the top right corner of Guesty > "New Listing"
|
Create a new listing.
|
No.
|
Reservation Features
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Reservations" in the top menu
|
Save new Custom Reports.
|
No
|
|
"Reservations" in the top menu
|
Edit Custom Reports.
|
No
|
|
"Reservations" in the top menu
|
See the list of reservations.
|
Yes
|
|
"Reservations" in the top menu
|
Reviews.
|
Yes
|
|
"Reservations" in the top menu & the Reservations widget in the Inbox
|
Reservation details.
|
Can Edit
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
Listing details.
|
Can Edit
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
Notes.
|
Can Edit
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
View Custom Fields.
|
All
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
Edit Custom Fields.
|
Yes
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
Financials.
|
View Only
|
|
A guest's reservation page & the Reservations widget in the Inbox
|
Reservation status.
|
Can Edit
|
|
A guest's reservation page & the Guest widget in the Inbox
|
Guest details.
|
Can Edit
|
|
The + icon in the top right corner of Guesty > "New Reservation"
|
Create a new manual reservation.
|
Yes
|
|
The Multi-Calendar and the Reservations widget in the Inbox
|
Send a quote
|
Can create, edit, send, and view a quote
|
Payment Features
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Account" in the top menu > "Account Settings" > Payments tab
|
Connecting Stripe to Guesty.
|
No
|
|
A guest's reservation page
|
View payments (per reservation).
|
Yes
|
|
A guest's reservation page
|
Collect payments (per reservation).
|
No
|
|
A guest's reservation page
|
View invoice items (per reservation).
|
Yes
|
Premium Features
Accounting
|
Feature
|
Permission
|
|---|---|
|
Business models
|
Cannot view or edit
|
|
Owner statements
|
Cannot view or edit
|
|
Reports
|
Cannot view or edit
|
|
Posting journal
|
Cannot view or edit
|
|
Balances
|
Cannot view or edit
|
|
Reservation folio
|
Cannot reverse a transaction or add a transaction / journal entry
|
Task Features
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Tasks" in the top menu
|
Click a task > View the task.
|
Yes
|
|
"Tasks" in the top menu
|
Click a task > Edit the task.
|
Yes
|
|
"Tasks" in the top menu
|
Click a task > Assign the task.
|
Yes (to self and to others)
|
|
"Tasks" in the top menu
|
Click a task > Delete Comments.
|
Yes
|
|
"Tasks" in the top menu
|
Save new Custom Reports.
|
No
|
|
"Tasks" in the top menu
|
Edit Custom Reports.
|
No
|
|
"Listings" in the top menu > Select a Listing > Automation > Auto Tasks
|
Create Auto Tasks.
|
No
|
|
The + icon in the top right corner of Guesty > "New Task"
|
Create a manual task.
|
Yes
|
Marketplace
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Integrations" in the top menu > "Marketplace"
|
Viewing the Marketplace.
|
No
|
Multi-Calendar
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Multi-Calendar" in the top menu
|
Viewing Multi-Calendar.
|
View Only
|
Communications
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Contacts" in the top menu > Guest Book
|
Viewing and Editing Guest Book.
|
Cannot view or edit
|
|
"Contacts" in the top menu > Phone Book
|
Viewing and Editing Phone Book.
|
Can view
|
Document Manager
|
Feature
|
Permissions
|
|---|---|
|
Check-in form
|
Cannot view or edit
|
|
Rental agreements
|
Cannot view or edit
|
Tip:
Users with Account Manager or Account Admin permissions can create and edit the check-in form and rental agreement template. To send or resend the check-in form to a guest, type a message in the Inbox using the variable {{checkin_form}}
Owners
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Contacts" in the top menu > Owners
|
Access to owners added in Guesty.
|
No
|
|
"Contacts" in the top menu > Owners > Owner's Portal
|
Access to Owner's Portal settings.
|
No
|
|
"Inbox" in the top menu > Owners Inbox
|
Access to the Owners Inbox.
|
Yes
|
Settings
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Account" in the top menu > Account Settings
|
View Account Settings.
|
No
|
Users
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Account" in the top menu > Users
|
View Guesty Users.
|
No
|
Billing
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
"Account" in the top menu > Billing
|
View Guesty Billing.
|
No
|
Notifications
Note:
This determines whether or not users can activate the following notifications.
|
Location in Guesty
|
Feature
|
Permission
|
|---|---|---|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Payments > Failed.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Payments > Auto Authorization Hold.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Payments > Received.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Payments > Invalid Card.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Reservations > Inquiry.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Reservations > Canceled.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Reservations > Alteration.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Reservations > Confirmed.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Reservations > Double Booking.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Task > New Attachment.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Task > New Comment.
|
Yes
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
General > Agoda Connect.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
General > Listing Integration Failed.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
General > Financials Channel Sync Failed.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Nights Limit > Calendar is Blocked.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Nights Limit > Calendar is Open.
|
No
|
|
The notification bell in the top right corner of Guesty > Settings icon > Notifications
|
Nights Limit > Set number of minimum nights is too high.
|
No
|
