Roles Page

Campspot Roles are created and managed from the Roles page.

Roles are constructed by associating the desired set of Permissions with the Role.

A Role defines a user’s access to Campspot’s feature set and workflows. In general, Roles will closely follow positions at your property. For example, you may decide to create a Role titled “POS Clerk” by associating only those permissions required by the duties of a POS clerk. Doing so would prevent users with this role from accessing areas of Campspot unrelated to POS.

 

Role Detail Modal

The Role Details modal consists of two sections: Role Information and Role Permissions.

 

Role Information

Each role must have a unique name and brief description to assist administrators in selecting the appropriate role to assign a new user.

 

Role Permissions

Role Permissions determine a user’s access to the Campspot feature set and workflows. By checking a permission’s associated checkbox, you are granting users with that Role Permission access to the checked feature/workflow. Conversely, if a permission is not checked, users with the Role will be prevented from accessing the feature/workflow.

Some of Campspot’s top-level Role Permissions can be further customized by clicking “Customize permissions”. Clicking “Customize permissions” will expose the top-level permission’s sub-permissions. In the example image shown below, the Role “Reservationist 1” provides entry-level reservationists with basic reservation booking capability, but prevents certain, ‘higher level’ tasks like editing invoice charges.

Note: if less than 100% of a top-level permission’s sub-permissions are checked, the top-level permission’s checkbox will be displayed in a lighter shade of green, alerting the user the narrowed specification of the top-level permission at a glance.

Role Detail modal displaying the Booking section’s sub-permissions for an entry level reservationist. Less than 100% of sub-permissions are checked so the top-level permission’s checkbox is shown in a lighter shade of green.

 

Role Permission Definitions

Booking

Admin Holds

Create Admin Holds: allows the user to create and cancel site admin holds.

Create Add-on Admin Holds: allows the user to create and cancel add-on admin holds

 

Front Desk

Perform front desk tasks: allows the user to check-in, check-out, mark as “no show”, and revert changes to a guest’s front desk status

Check in a guest with a balance: allows the user to check in a guest with a balance from the Front Desk

 

Invoices

Edit Invoice Items: allows the user to make changes to reservation charges on the guest’s invoice

Void Invoice Items: allows the user to void reservation charges on the guest’s invoice

Edit Misc Invoice Charges: allows the user to edit miscellaneous (“Other”) invoice charges

Add Misc Invoice Charges: allows the user to create miscellaneous (“Other”) invoice charges

Void Misc Invoice Charges: allows the user to void a miscellaneous (“Other”) charge

Edit Invoice Discounts: allows the user to add or remove an invoice discount

Add Promo Code: allows the user to add an applicable promo code to the invoice

Mark as Tax Exempt: allows the user to toggle the invoice’s tax exempt status

 

Payments

Refund Invoice: allows the user to process a refund for payments made on a reservation

Process Payment: allows the user to apply payments to a reservation invoice

 

Pencil-Ins

Create Pencil-In Holds: allows the user to create a temporary Pencil-In hold

Override Pencil-in Holds: allows the user to override the default expiration date and time for Pencil-In holds

 

Reservations

View Reservations: allows the user to view reservations on the Grid, Recent Recent Reservations, and the Front Desk

Create Reservation: allows the user to create a new reservation

Edit Reservation: allows the user to edit an existing reservation

Cancel Reservation: allows the user to cancel a reservation

Lock Site: allows a user to lock a site and charge the associated lock site fee

Edit Guest Information: – allows the user to modify all guest information included on the Guest Detail modal

 

Rules Override

Manage Override Requests: allows the user to receive and resolve manager staff requests for a manager’s add-on business rule override

Override Reservation Rules: allows the user to override reservation business rules

Override Add-On Rules: allows the user to override add-on business rules

 

Reporting

Park Setup Reporting – Reports detailing the base rate and rank for each day in a specified date range.

Marketing Reporting – Reports detailing guest information and activity to be utilized for marketing and promotion.

Reservations Reporting – Reports detailing reservations for sites and add-ons during a specified date range.

Payments Reporting – Reports detailing payments received, internal transfers created, and refunds processed during a specified date range.

Invoices Reporting – Reports detailing invoices, misc. charges, and revenue summaries over a specified date range.

Point of Sale Reporting – Reports detailing activity logged under the POS feature during a specified period of time. Includes sales, voided items, and purchase order detail.

Occupancy Reporting – Reports detailing park occupancy and/or advanced reservations and lock site information for a specified date range or for each remaining month in the current year.

Organization Reporting – Reports detailing park performance as measured through a number of areas including invoice charges, key performance indicators, site counts, dynamic pricing conversions. This section also includes reports designed to create financial journey entries.

 

Point of Sale

Grants the user access to Campspot’s POS section. When checked, the user has full access to process POS transactions and POS settings.

 

Campground Setup

Grants the user access to Campspot’s Campground Setup section. When checked, the user has full access to modify and create park setup data including, but not limited to accepted payment methods, email messaging, form lists, base rates, site and add-on setup, etc.

 

Consumer Site Setup

Grants the user access to Campspot’s Consumer Site section. When checked, the user has full access edit the park image/logo, site analytics, social medial links, and park events.

 

User Management

Grants the user access to Campspot’s User Management section. When checked, the user has full access to create, modify, and deactivate user accounts as well as user roles

 

Campground Rules

Grants the user access to Campspot’s Rules section. When checked, the user has full access to create, modify and remove business rules.

 

Utility Metering

Grants the user access to Campspot’s Utility Metering section. When checked, the user has full access to create utilities and meter readings as well as charge usage to an invoice.