Understanding User Permissions

Assigning the right permissions ensures your team members have the tools they need—without compromising security. This guide explains how to manage Global and Event-level permissions, as well as what each permission does.

Types of Permissions

🔷 Global Permissions

These apply across all events on your account—best for core team members.

How to assign:

1. Go to User Management and select a user.
2. Under Global Permissions, check individual boxes or select a predefined permission group.
3. Click Save Permissions.

🔶 Event-Level Permissions

These apply to specific events only—ideal for temporary staff or external partners.

How to assign:

1. Navigate to the user’s profile.
2. Go to Event Permissions.
3. Check the boxes for permissions specific to that event.
4. Click Save Permissions.

⚠️ Note:

• Blue toggles = inherited from global permissions (cannot be changed).
• Green toggles = applied specifically at the event level.
• Global permissions override event-level ones.

For further details, visit:

👉 Global vs. Event Permissions Explained

Permission Types: What Each One Does

Reservations

• View: Read-only access to all reservations.
• Edit: View and edit all reservations.

Payment Override

• Process payments using any approved payment method for the event.

Reports

• Planner: Access all reports except Processing Fee and Profit/Loss summaries.
• Executive: Full access to all reports.
• Shareable: Share and schedule reports externally.
• Admin: View report schedules.

User Management

• Manage other users and their permissions.

Event Management

• View and edit event-level details and reservations.

Rooming List Management

• Access and manage rooming lists for contracted hotels.

Permission Groups: Fast, Predefined Access

To simplify permission setup, Resiada offers predefined permission groups:

Adjusting Permissions Later

1. Open User Management and select a user.
2. Make your changes under Global or Event Permissions.
3. Click Save Permissions.

Best Practices

• Keep Permissions Up to Date: Review regularly as team roles change.
• Use Groups for Efficiency: Assign predefined groups for faster onboarding.
• Secure Your Account: Only grant necessary access for each role.

By understanding and applying these permission settings, you’ll keep your workflows smooth and your data secure.