Associating Transaction (Charge) Codes to a Role

You can restrict the charges a user can post by associating transaction codes to their role(s).

Adding Transaction Codes to a Role

  1. From OPERA Cloud Role Manager, select either Manage Property Roles or Manage Chain Roles.

  2. Enter or select an Organization (Property) or enter a Role and click Search.

    Note:

    The Role search filter is only for Manage Chain Roles and is optional.

  3. Click the vertical ellipsis button for the property or chain role to which you want to associate transaction codes and select Associate Transaction Codes.

  4. Enter or select a Property.

  5. In the Available panel, click the transaction codes you want to select.

    Note:

    Use the filter to search by entering a specific transaction code or a partial description and clicking Go.

  6. Click the greater than arrow [>] to move the selected transaction codes to Selected panel.

    Note:

    Click the double greater than arrow [>>] to move all transactions codes matching the search filter to the Selected panel.

  7. Click Save when finished.