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Siebel Hospitality Guide > Setting Up Properties > Process of Setting Up Property Clusters >
Assigning Clusters to a User
Before a user can have access a cluster of properties, you must assign the cluster to that user. Users can have as many assigned clusters as necessary, and each cluster can be assigned to multiple users. A sales representative can view records for all properties in an assigned cluster, even if that user does not have access to all of the properties in the cluster. This allows users to be aware of opportunities, quotes, orders, and so on, that are occurring in all properties in the cluster. It also allows resource clustering for products at other properties. Table 4 details the screen views for which cluster visibility is available. For each of these views, the sales representative is able to view all records associated with properties in the cluster.
Table 4. Cluster Visibility Views
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Cluster Information Displayed |
Opportunity |
Opportunities where the primary projected property of the opportunity is within the clusters to which the user is assigned. |
Quotes |
Quotes for all properties in the clusters to which the user is assigned. |
Orders |
Orders for all properties in the clusters to which the user is assigned. |
Event Checks |
Event checks for all properties in the clusters to which the user is assigned. |
Functions |
Functions for all properties in the clusters to which the user is assigned. |
Room Blocks |
Room blocks for all properties in the clusters to which the user is assigned. |
Property |
All properties in the clusters to which the user is assigned. |
Property Pricing Admin |
All properties in the clusters to which the user is assigned. |
Evaluations |
Evaluations of all properties in the clusters to which the user is assigned. |
Turnover |
Turnovers for all properties in the clusters to which the user is assigned. |
Agreements |
Agreements for all properties in the clusters to which the user is assigned. |
Diary |
Inventory for all properties in the clusters to which the user is assigned. |
Sleeping Room Availability |
Sleeping room inventory for all properties in the clusters to which the user is assigned. |
Property Specific Event Templates |
Property-specific event templates for all properties in the clusters to which the user is assigned. |
Property Administration |
All properties in the clusters to which the user is assigned. |
This task is a step in Process of Setting Up Property Clusters. To assign a cluster to a user
- Navigate to the Administration - User screen, then the Employees view.
- In the Employees list, query for the user to assign a cluster.
- Scroll down to the Employee Details form.
- In the Clusters field, select a cluster to assign to the employee.
The user now has access to the selected cluster. The user can view all records (described in Table 4) associated with the properties in that user's clusters.
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