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 22-5 Task Permissions

Parent Task Task Subtask

Profiles Management

Scheduled Activities

N/A
 

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

N/A
 

Manage Suspended Profiles

N/A
 

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
 

Account Receivables

N/A
 

Profile Details

Edit Additional Details
 

Relationships

  • New/Edit Relationships

  • Delete Relationships
 

Profile Lookup

N/A
 

Preview/Download Contact Email

N/A
 

Primary Details

Edit Primary Details
 

Communications

Manage Communications
 

Keyword

  • New/Edit Keyword

  • Delete Keyword
 

Preferences

  • New/Edit Preferences

  • Delete Preferences
 

Future And Past Stays

N/A
 

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

N/A
 

Award List

N/A
 

Tier Management

N/A
 

E-Certificates

  • Issue E-Certificate

  • Consume E-Certificate

  • Extend E-Certificate
 

Anonymize Profile

N/A
 

Lookup Screen Customization

N/A
 

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

N/A
 

Profile Match List

N/A
 

Import Collecting Agent Tax Percentages

N/A
 

Profile Flexible Dynamic Fields

  • New/Edit Profile Flexible Dynamic Fields

  • Delete Profile Flexible Dynamic Fields
 

Request/Resync to External System

N/A
 

Batch Profile Update

N/A
 

Enrollments

New/Edit Enrollments

Batch Profile Update

    

Enrollments

New/Edit Enrollments

N/A

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

N/A

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

N/A

Suspended Primary Membership Profiles

  • Accept Membership Profiles

  • Reject Membership Profiles

N/A

Parent topic: OPERA Cloud Tasks