User Guide

OPERA Cloud Tasks — Client Relations

Find the Task permissions by navigating to Role Manager, Role Management, and then selecting Manage Chain Roles or selecting Manage Property Roles.

Granting or revoking tasks in OPERA Tasks for chain or property roles are logged in the changes log.

Table 21-5 Task Permissions

Parent Task	Task	Subtask
Profiles Management	Scheduled Activities
	Address	New/Edit Address Delete Address Bypass Address Validation
	Create Profile	Guest Profile Company Profile Travel Agent Profile Source Profile Group Profile Contact Profile
	Correspondence	New/Edit Guest Privacy Options Edit Mailings and Sales Information
	Attachments	New Attachment Delete Attachment Preview/Download Attachment
	Delivery Types	New/Edit Delivery Types Delete Delivery Types
	Efolio Export	Edit Efolio Export Delivery Method Delete Efolio Export Delivery Method
	Identification	New/Edit Identification Delete Identification View Identification Details
	Profile Financials	Manage Payment And Routing Instructions
	Manage Incognito Name for Profiles
	Manage Suspended Profiles
	Negotiated Rates	New/Edit Negotiated Rates Delete Negotiated Rates
	Profile Memberships	New/Edit Memberships Delete Memberships Calculate Membership Points New Membership Transaction Access Membership Name on Card Access Primary Membership Level Access Restricted Levels Membership Exceptions View Membership Number
	Web User Accounts	New/Edit Web User Accounts Delete Web User Accounts
	Account Receivables
	Profile Details	Edit Additional Details
	Relationships	New/Edit Relationships Delete Relationships
	Profile Lookup
	Preview/Download Contact Email
	Primary Details	Edit Primary Details
	Communications	Manage Communications
	Keyword	New/Edit Keyword Delete Keyword
	Preferences	New/Edit Preferences Delete Preferences
	Future And Past Stays
	Profile Notes	New/Edit Profile Notes Delete Profile Notes
	Override Profile Protection	Override Profile Protection For Contact Profile Override Profile Protection For Guest Profile Override Profile Protection For Source Profile Override Profile Protection For Travel Agent Profile Override Profile Protection For Company Profile Override Profile Protection For Group Profile
	Mark/Unmark Profile as Protected
	Mark/Unmark Profile as Property Exclusive
	Award List
	Tier Management
	Transfer Points
	E-Certificates	Issue E-Certificate Consume E-Certificate Extend E-Certificate
	Anonymize Profile
	Lookup Screen Customization
	Ownership Records and Owner Referrals	New Ownership Record Edit Ownership Record Delete Ownership Record New/Edit Owner Referral Delete Owner Referral
	Mark/Unmark Profile as Restricted
	Profile Match List
	Request/Resync to External System
	Enrollments	New/Edit Enrollments
Batch Profile Update
Enrollments	New/Edit Enrollments
Profile Merge	Contact Profile Guest Profile Source Profile Travel Agent Profile Company Profile Group Profile
Profile Commission	New/Edit Profile Commission Delete Profile Commission
Membership Points Exception	NA
Account Forecast	New/Edit Account Forecast Delete Account Forecast
Activities	New/Edit Activity Delete Activity	N/A
	Attachments	New Attachment Delete Attachment Download/Preview attachment
Suspended Stays	Edit/Reprocess Suspended Stays Delete Suspended Stays
Suspended Primary Membership Profiles	Accept Membership Profiles Reject Membership Profiles

Parent topic: OPERA Cloud Tasks