Use the permissions below to give your team the access they need to build an accurate budget and forecast in Operational Budgets 2.0 – the Inn-Flow tool for planning a property's expected revenue and expenses across the year.
Prerequisites
Admin Access to Operational Budgets – To give admins access to Operational Budgets 2.0, your organization must be on the appropriate Accounting subscription tier.
User Visibility – Users only see budgets for the entities (hotels) they already have access to.
The Two Budget Permissions
Edit Budgets (sensitive) – Lets a user open a budget and change line items, including room revenue total occupancy, segmentation mix occupancy and ADR (average daily rate), and department line items and factor method. Best for department heads.
Lock/Unlock Budgets – Lets a user lock a budget so no further changes can be made, or unlock it to allow changes again. Best for GM or above-property roles.
Set the Permissions
1. Navigate to Administration, then Roles & Permissions.
2. Select the role you want to change permissions for.
3. In the right panel, navigate to Accounting, then Administration, then Operational Budgets.
4. Choose which Operational Budgets permissions to grant the role: Edit Budgets, Lock/Unlock Budget, or both.