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RentalWise Roles & how to use them

Understanding the Roles

Why Roles Matter

Roles play a crucial role in any organization or system. They define responsibilities, access levels, and permissions for different users. In the context of property management software and channel management, roles help streamline operations, enhance security, and ensure efficient collaboration among team members.

Homeowner Role

The Homeowner role is designed for property owners who want to manage their properties within the system. Here’s what distinguishes this role:

  1. Property Creation: Homeowners cannot create new properties directly. Instead, they focus on managing existing ones.

  2. Content Access: Homeowners have no access to property-related content (such as descriptions or images).

  3. Booking Creation: They cannot create guest bookings but can create bookings for themselves (e.g., personal stays).

  4. Availability and Rates: Homeowners can update availability and rates for their properties.

  5. Booking Insights: They can see all bookings related to their properties.

  6. Channel Management: Homeowners can add and view associated channels (e.g., online travel agencies).

  7. Guest Object: Homeowners do not have access to guest details.

  8. Revenue Views: Limited revenue views, focusing on their share of earnings.

PMC Role

The PMC role represents property management companies. Here’s how it differs from the Homeowner role:

  1. Property Creation: PMCs cannot create new properties either. Their focus is on managing existing properties.

  2. Content Access: Content access is severely limited. PMCs cannot modify critical settings like internal names, website settings, rental agreements, or legal entities.

  3. Booking Creation: Similar to homeowners, PMCs can create bookings for homeowners but not for guests.

  4. Availability and Rates: They can update availability but not rates.

  5. Booking Insights: Limited visibility—they can only see bookings related to homeowners.

  6. Channel Management: PMCs cannot add or view associated channels.

  7. Guest Object: No access to guest details.

  8. Revenue Views: Limited revenue insights, focusing on homeowner shares.

Villa Manager Role

The Villa Manager role is for professionals overseeing multiple properties. Here’s what sets it apart:

  1. Property Creation: Villa Managers can create new properties.

  2. Content Access: Moderately limited access—some settings (like internal names and website details) are off-limits.

  3. Booking Creation: They can create both guest and homeowner bookings.

  4. Availability and Rates: Full control over availability and rates.

  5. Booking Insights: Villa Managers can see all bookings across properties.

  6. Channel Management: They can add and manage associated channels.

  7. Guest Object: Limited guest details (only first and last names).

  8. Revenue Views: Comprehensive revenue insights.

Conclusion

Understanding these roles ensures efficient collaboration, streamlined processes, and effective property management. Whether you’re a homeowner, PMC, or Villa Manager, each role contributes uniquely to the success of your team.

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