×
Menu
Index

Booking permissions

Permission description
Task
User
Notes
Add booking
Access
Booking user
Overall access permission. Same permissions apply to copying of existing bookings
Add lease type booking
Add
Booking user
All normal booking permissions will apply if this permission is enabled
Print generated lease grid
Print
Booking user
 
Send generated lease grid to spreadsheet
View
Booking user
 
View lease document
View
Booking user
 
Print(or email) lease document
Print
Booking user
 
Add repeat bookings
Add
Booking user
Create a booking to be repeated over multiple dates. All normal booking permissions will apply if this permission is enabled
Allow new booking before today
Authorise
Booking user
User may backdate bookings to a date before now. This does not apply to updating a booking
Update booking
Access
Booking user
Overall access permission
Update booking date
Update
Booking user
The dates the booking is scheduled to start and end
Update booking time
Update
Booking user
The times the booking is scheduled to start and end
Update date booking was raised
Update
Booking user
The date the booking was raised on
Update booking customer
Update
Booking user
 
Update customer order number
Update
Booking user
 
Update customer representative who made booking
Update
Booking user
 
Update customer responsible party
Update
Booking user
 
Update purpose of booking
Update
Booking user
 
Update appointed keyholder
Update
Booking user
 
Update booking pricing
Update
Booking user
Standard pricing is used by default. If overriding is disabled, pricing cannot be updated. 'View prices' overrides this option. Also see permissions in the Customers and Billing module
Override facility standard pricing on booking
Update
Administrator
If 'View prices' is disabled then override pricing is disabled. This only applies to new bookings
Override billable units for facility on booking
Update
Administrator
 
Update booking taxable status
Update
Booking user
This setting will override the default booking taxable status specified in the Admin module. Also see Override tax status on invoice permission under Customers and Billing
Update booking comments
Update
Booking user
 
Add subhirable to booking
Add
Booking user
 
Update subhirable on existing booking
Access
Booking user
Overall access permission. Users inherit self permission(can update if they created the item in the current session)
Remove subhirable from booking
Remove
Booking user
Users inherit self permission(can remove if they created the item in the current session)
Override subhirable standard pricing on booking
Update
Administrator
If 'View prices' is disabled then overriding pricing is disabled is not applied. Also see the permissions in the Customers and Billing module
Override billable units for subhirable on booking
Update
Administrator
 
View subhirable report
Access
Booking user
Overall access permission
Print subhirable report
Print
Booking user
 
Send subhirable report to spreadsheet
View
Booking user
 
Update member assigned to subhirable on booking
Update
Booking user
 
Add purchase item to booking
Add
Booking user
 
Update purchase item on existing booking
Access
Booking user
Overall access permission. Users inherit self permission(can update if they created the item in the current session)
Override purchase item quantity allocation on booking
Update
Booking user
 
Override purchase item standard pricing on booking
Update
Administrator
 
Remove purchase item from booking
Remove
Booking user
Users inherit self permission(can remove if they created the item in the current session)
View purchase item availability report
Access
Booking user
Overall access permission
Print purchase item availability report
Print
Booking user
 
Send purchase item availability report to spreadsheet
View
Booking user
 
Add member to booking roll call
Add
Booking user
 
Update member on booking roll call
Update
Booking user
Users inherit self permission(can update if they created the item in the current session)
Remove member from booking roll call
Remove
Booking user
Users inherit self permission(can remove if they created the item in the current session)
Remove booking
Remove
Booking user
Removed bookings cannot be reinstated
Remove all or part of a lease
Remove
Booking user
Removed leases cannot be reinstated
General access to perform roll call
Access
Booking user
Overall access permission
Perform and update roll call
Update
Booking user
 
Print roll call
Print
Booking user
 
Send roll call to spreadsheet
View
Booking user
 
Authorise booking
Authorise
Booking user
 
Revoke booking authorisation
Authorise
Booking user
If the user has Update booking permission but no authorisation revocation permission and the booking is authorised, the user won't be able to update the booking
Confirm booking
Authorise
Administrator
 
Update booking confirmation details
Update
Booking user
This supercedes individual confirmation change permissions
Update booking confirmation date
Update
Booking user
 
Update customer representative who confirmed booking
Update
Booking user
 
Update booking confirmation method
Update
Booking user
 
Update booking confirmation reference
Update
Booking user
 
Update booking confirmation notes
Update
Booking user
 
Revoke booking confirmation
Authorise
Administrator
If the user has Update booking permission but no confirmation revocation permission and the booking is confirmed, the user won't be able to update the booking
View booking summary document, confirmation or quotation
View
Booking user
Overall access permission. Price masking per 'View prices' will be applied
Print(or email) booking summary document, confirmation or quotation
View
Booking user
Outgoing email must be configured in Administration…System settings. A client email address must be specified on their profile
View booking status summary
Access
Booking user
Overall access permission
Print booking status summary
Print
Booking user
 
Send booking status summary to spreadsheet
View
Booking user
 
Print facility and daily booking grids
Print
Booking user
 
Send facility and daily booking grids to spreadsheet
View
Booking user
 
View customer account status
View
Booking user
Ageing and balance owing on a customer account will be visible to the user
View customer booking summary
Access
Booking user
Overall access permission
Send customer booking summary to spreadsheet
View
Booking user
This permission is independent of the permission specifiable in the Customers and Billing module
Print customer booking summary
Print
Booking user
This permission is independent of the permission specifiable in the Customers and Billing module
General access to booking document management
Access
Booking user
Overall access permission
Add document to booking
Update
Booking user
 
Update booking document description
Update
Booking user
 
Remove booking document
Remove
Booking user
 
View assigned booking documents
View
Booking user
 
Print assigned booking documents
Print
Booking user
 
View prices
View
Booking user
If disabled, pricing fields(facility, subhirables and purchase items) are masked and locked