OPERA Cloud 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 22-5 Task Permissions

Parent Task Task Subtask

Profiles Management

Batch Profile Update

N/A
 

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

 

Delivery Types

  • New/Edit Delivery Types

  • Delete Delivery Types

 

Identification

  • New/Edit Identification

  • Delete Identification

  • View Identification Details

  Profile Financials Manage Payment And Routing Instructions
  Manage Incognito Name for Profiles  
  Manage Profile Subscription  
 

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

  • View Membership Number

  • Extend Points Expiry Date

  Membership Promotion
  • New/Edit Membership Promotion
  • Delete Membership Promotion
 

Account Receivables

N/A

 

Profile Details

Edit Additional Details

 

Relationships

  • New/Edit Relationships

  • Delete Relationships

 

Profile Lookup

N/A

 

Preview/Download Contact Email

N/A

 

Communications

Manage Communications

 

Address

Bypass Address Validation

 

Email

Bypass Email Validation

 

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

 

Enrollments

New Enrollment

 

Profile Merge

  • Contact Profile
  • Guest Profile
  • Source Profile
  • Travel Agent Profile
  • Company Profile
  • Group Profile
 

Profile Commission

  • New/Edit Profile Commission
  • Delete Profile Commission
 

Award List

N/A

 

Anonymize Profile

N/A

  Account Forecast
  • New/Edit Account Forecast
  • Delete Account Forecast
 

Lookup Screen Customization

N/A

 

Ownership Records and Owner Referrals

  • New Ownership Record

  • Edit Ownership Record

  • Delete Ownership Record

  • New/Edit Owner Referral
  • Delete Owner Referral
 

Anonymize Profile

N/A

 

Suspended Stays

  • Edit/Reprocess Suspended Stays
  • Delete Suspended Stays
 

Mark/Unmark Profile as Restricted

N/A

 

Profile Match List

N/A

 

Import Collecting Agent Tax Percentages

N/A

 

Profile Flexible Dynamic Fields

  • New/Edit Profile Flexible Dynamic Fields

  • Delete Profile Flexible Dynamic Fields

 

Request/Resync to External System

N/A

 

Profile Images

  • New/Edit Profile Images

  • Delete Profile Images

Activities

  • New/Edit Activity

  • Delete Activity

N/A

 

Attachments

  • New Attachment

  • Delete Attachment

  • Download/Preview attachment

Membership Management   Calculate Membership Points
  E-Certificates Consume E-Certificate
  Membership Points Exception

N/A

  Manage Membership Claims
  • New Membership Claims
  • Edit Membership Claims
  Suspended Primary Membership Profiles
  • Accept Membership Profiles
  • Reject Membership Profiles
  Tier Management

N/A