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User Access to Balance Transfer from Arrived Reservations

Overview

The Security Profile a User has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.

Additional Security Profile options related to the reservation will determine what interactions a user can have with the reservation they are viewing.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

★ Tip: After saving changes to Security Profiles, Users should log out of RMS and then log back in to ensure the database updates and reflects the modifications.

 

Guide

In the side menu of RMS, go to Setup > Users > Security Profiles.

  1. Select an existing Security Profile and choose 'Edit'.
    RMS Security Profiles list showing existing profiles with names and descriptions, with one Security Profile selected and the Edit option chosen to modify its accounting and reservation permissions.
     
  2. Expand the 'Accounting Screen' function menu.
    RMS Security Profile edit window displaying the function tree with the Accounting Screen section expanded, showing a list of accounting-related permissions available for the selected profile.
     
  3. Select 'Yes' on the Allow Balance Transfer function.
  4. Select 'Yes' on the Allow Users to Balance Transfer from Arrive to Unconfirmed/Confirmed Reservation function.
  5. Select Save/Exit.
    RMS Security Profile edit window with the Allow Balance Transfer and Allow Users to Balance Transfer from Arrive to Unconfirmed/Confirmed Reservation options both set to Yes under the Accounting Screen section, and the Save/Exit button selected to apply the updated permissions.

 

 

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