Roles: What's on the Page?

Discover how Campspot's user roles shape your team's access to features and functions, influenced by the permission settings allocated to each role.

Summary:

This article serves as a comprehensive guide to Campspot Roles, detailing their creation, management, and customization to define system access for employees. It explains the association of permissions with roles, provides insights into role details, and offers guidance on customizing permissions.

Uses:

• Defining system access for employees based on their roles.
• Managing and customizing permissions associated with each role.

Campspot's User Roles

Campspot Roles are pivotal in managing user access within the system. They are constructed by associating specific permissions, enabling administrators to tailor access levels according to various positions within the organization.

Role Creation and Management:

• Roles are created and managed from the Roles page.
• Each role requires a unique name and brief description to assist administrators in selecting the appropriate role for new users.

Role Permissions:

• Role Permissions dictate a user’s access to Campspot's features and workflows.
• Granting a permission provides access to the corresponding feature/workflow, while withholding it restricts access.
• Permissions can be customized to suit specific needs.

Click here to jump down to learn more about each Role Permission.

Roles Grid Overview:

The Roles Grid consists of three sections:

• Name
• Description
• Selected Permissions

Customization of Permissions:

Each Role permission allows customization to fine-tune each role to meet your park's unique needs. This feature exposes sub-permissions, enabling finer control over access levels.

For example, in the screenshot below, you will see the Booking permissions expanded to enable you to select which features this role will have access to within the Booking functionality. By checking or unchecking the box in front of the sub-permissions, you can more granularly define each roles functions.

Role Permission Definitions

Below you will find a brief explanation of each of the roles organized by Campspot feature. Each feature is linked to other resources to provide more information if required:

1. Campground Setup
2. Booking
3. Reporting
4. Point of Sale
5. Campground Rules
6. Utility Metering
7. Consumer Site Admin
8. Housekeeping

Campground Setup

Customize users access to the various functions on the following pages:

1. Accounting: View and edit accounting setup. This function is not recommended for all users as the features found on this page are very specific to your park's Financial Reporting.
2. Properties: View and/or edit general information about your park, Check In/Out times, Payment Methods, Messaging, Park Policies, Form Lists, and Base Pricing.
3. Unit Setup: Edit various Sites and Daily Add-Ons features.
4. Integrations (if applicable to your park): Grants users access to view and edit integration setup.

Booking

The most common permissions granted in the system. This section defines what functions and features your team will have as they are working with:

1. Invoices: Manage reservation invoices by managing invoice items, miscellaneous charges, discounts, tax exemptions, and splitting invoices.
2. Payments: Refund invoices and process payments.
3. Reservations: View, create, edit, and cancel reservations.
4. Rule Overrides: Override the booking rules you have put in place. This particular set of permissions, if disabled, will require a manager or supervisor with those permissions to input their log in credentials to override rules.
5. Manage Customers: Manage the various parts of Guest profiles including the ability to merge customers and manage file attachments.
6. Guest Messaging: Send your guests a one-way text message from the Front Desk page.

Reporting

1. Reporting Categories: Define which sets of reports your user needs based on their role. 
2. Reporting: Provides access to the Accounting and Analysis tab found within reporting.
3. Scheduled Reporting: View, create, edit, and remove scheduled reports.

Point of Sale

1. Storefront: Provide your team access to process POS transactions, refunds, view and edit the Storefront, and more.
2. Inventory: View and edit Inventory and Inventory Counts.
3. Accounting: Manage POS accounting setup.
4. Admin: View and edit POS setup including setting categories, defining locations, managing taxes, POS credit card terminals, and other settings.

Campground Rules

Determine who has access to view and edit your park's booking rules on the following setup pages:

1. Date Groups
2. Rate Groups
3. Reservation Rules
4. Pricing Rules
5. Occupancy Rules
6. Policy
7. Functions

Utility Metering

If your park performs utility meter reading, this section will enable you to define if a user has access to just record and edit utility meter reading and/or has access to manage the setup of the feature.

Consumer Site Admin

Manages your parks Campspot online booking page, or Consumer Site.

Housekeeping

If your park utilizes Campspot's robust housekeeping feature, these permissions will determine if a users simply has access to the nerve center of action, the Housekeeping Dashboard, and/or to set up the various components of the feature.

User Management

Provide permission for a User to view and edit Users and Roles.