OPERA 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 16-5 Task Permissions

Parent Task Task Subtask

Profiles Management

Scheduled Activities

N/A

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

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

Web User Accounts

New/Edit Web User Accounts

Delete Web User Accounts

Account Receivables

N/A

Profile Additional Details

Edit Additional Details

Relationships

New/Edit Relationships

Delete Relationships

Profile Lookup

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

Mark/Unmark Profile as Property Exclusive

N/A

Award List

N/A

Tier Management

N/A

Transfer Points

N/A

E-Certificates

Issue E-Certificate

Consume E-Certificate

Extend E-Certificate

Anonymize Profile

N/A

Batch Profile Update

N/A

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

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