Hello Softinn user!

You can now manage your staff’s access permissions by assigning the correct roles on Softinn Account Portal. 

Check out the video and guidelines below to find out what each permission does when managing roles on Softinn Account Portal

Permissions in Manage Roles

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On the Manage Roles page, there are 5 permissions that can be ticked, which are View, Create, Edit, Delete and Others. 

View Permissions: View permission allows a user with assigned roles to view a module. For example, if ‘View’ permission is unchecked, the module cannot be accessed by the user and they will not be able to access the specific page. In this case, if ‘View’ permission for Room Type in Portal is unchecked, the user cannot view the room type for the property. If ‘View’ permission for Room Type in Portal is checked, the user can view all the room types that are available in the property.

Create Permissions: Create permission allows a user with assigned roles to add new records into the system. If Create is unchecked, the user will not be able to add anything new in the system. For example, if ‘Create’ permission for Room Type in Portal is unchecked, the user cannot add a new room type for their property. But if ‘Create’ permission for Room Type in Portal is checked, the user is able to add a new room type to their property.

Edit Permissions: Edit permission allows a user with an assigned role to modify existing records. For example, if ‘Edit’ permission for Room Type in Portal is unchecked, the user cannot edit the existing room details for their property. But if ‘Edit’ permission for Room Type in Portal is checked, the user is able to edit room details for their property.

Delete Permission: Delete permission allows a user to permanently remove records from the system. This is typically reserved for senior roles only. For example, If ‘Delete’ is unchecked for the “User” page, then the user cannot delete the user access for a specific user from the system. But if ‘Delete’ is checked, the user is able to delete user access for a specific user.

Others Permission:   Others are special sub-permissions that go beyond the standard View, Create, Edit, and Delete actions. Each module has its own unique set of Others depending on what that module does. For example, in the Portal module, you may allow users to ‘Manage Role’ in the Portal Page. If this ‘Manage Role’ is checked, then the user is able to manage the permissions for each role. If this ‘Manage Role’ is unchecked, then the user cannot access the page to manage each role’s permissions .

Notes :   Keep in mind that every single one of these components can be completely customized to fit your property’s specific operational SOPs! The system gives you granular control, meaning you don’t have to choose an ‘all-or-nothing’ setup. You have total flexibility to mix and match these settings to perfectly mirror your real-world workflows.

Hope this helps you better understand how to assign the right permissions to your staff roles on Softinn Account Portal 🙂