OPERA Cloud Tasks — Client Relations

Find the Task permissions by navigating to Role Manager, and selecting Manage Chain Roles or selecting Manage Property Roles.Manage Property Roles.

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
	Phone	Bypass Phone 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
	SMART Profiles	N/A
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