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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
|
|
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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
|
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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
|
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Update booking customer
|
Update
|
Booking user
|
|
|
Update customer order number
|
Update
|
Booking user
|
|
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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
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