Configure Access Options and Overrides for Discounts, Requirements, Correspondence, Users, and Security Profiles in RMS.

Overview

Access Settings allow users to control whether a Category, Area, Security Profile, or other entity is included, excluded from features such as:

• Discounts 
• Rate Types
• Requirements Triggered 
• Correspondence 
• Users Enterprise Access (via Security Profiles)

These features include predefined access settings, and the access settings pop-up allows you to modify or override settings at the time of function creation.

These settings are typically selected when creating a new record and can be updated at any time.

• Include = Adds the entity to all applicable records for the selected feature.
• Exclude = Removes the entity from all applicable records for the selected feature.

How to Edit or Override Access Settings

To edit Categories, Discounts, Rate Types, and other similar settings.

1. Navigate to the relevant section in RMS (e.g., Setup > Category/Area, or other applicable menu). 
2. Select Edit on the record you want to update. 
3. Locate the Access option. 
4. For each Access Type, choose Include or Exclude. 
5. Select Apply. 
6. Save your changes.

Editing Security Profile Access

For editing access to Discounts, Rate Types, Correspondence, and VIP Codes, which are security profile-specific:

1. Navigate to Setup > Users > Security Profiles.
2. Select Edit on an existing Security Profile.
3. Locate and enable Allow Access to Enterprise Property to share Loyalty Credits, Gift Cards, and Guest Credits across all properties.
4. Save changes.

Tip! After saving changes to the setup, Users should log out of RMS and then
Log back in to ensure the database updates and reflects the modifications.

Please Note! Changes to Access Settings apply globally to all records associated with the selected feature.

Important! Overrides should be used cautiously, as they may impact global permissions.

Examples

Category 

Exclude a Category in Discounts to ensure promotional pricing applies.

Rate Type

Include Security Profiles and Travel Agent in Rate Type to ensure correct pricing and permissions.

Form Letters

Include a Security Profile in Form Letters to allow users access to the letter.