Hello, I would love to be able to give access to staff that for housekeeper, manager, handyman purposes that includes everything on the portal except the transaction and charges tabs. Thank you.
Hey Sarah!
If you'd like to make it so that a Portal User can see the calendar to know when guests are arriving and departing, but don't want them to have access to any of the booking financial data, you should be able to do this by configuring their Portal User access to 'None' for Financials. Once that's been updated, they shouldn't see a Charges or Transactions tab. More on Portal User permissions here: https://www.ownerrez.com/support/articles/team-portal-access#perms
But I can't give them access to the new task management system without making them a staff member.
That is correct. There is no 'Staff' access setting to exclude financial information. Only 'Portal' users have restrictions to booking financial info.
A Limited Staff Account in OwnerRez provides access to core booking and guest management functions, but with restrictions compared to full admin access. Here's what a limited staff member can do:
What Limited Staff Can Access:
Staff Member Access > Limited Access
Property Access Options:
When setting up a limited staff member, you can choose to grant them access to:
Staff Member Access > Limited Access
What Limited Staff CANNOT Access:
Limited staff members do not have access to:
This access level is ideal for team members who need to manage day-to-day bookings and guest communications without having full control over your account settings and configuration.
