Owner profiles
Owner profiles are a predetermined set of permissions that can be assigned to an owner when creating an owner agreement for an object. This allows you to simplify owner management for your employees, and reduces mistakes that result in agreements with the wrong access rights.
Creating an owner profile
Navigate to the owner tab, and you'll find 'owner profiles' in the menu on the right. Here, you can create one or more owner profiles. The permissions that can be set in an owner profile are the same rights that previously needed to be set individually per agreement. These permissions vary from access to certain data, to rights that allow owners to perform certain actions.
When assigning certain permissions, you'll notice that additional ones appear. These additional permissions are optional extensions of the higher-level permission. These can only be added to the owner profile if the higher-level permission is ticked first.
Provide your owner profiles with a clear name; e.g. based on the type of agreement that exists between the owner and the park. Profile names such as "Investor", "Flexible rental" or "Self-managed" can clearly indicate the underlying permissions.
When creating an owner agreement for an object, permissions such as 'can view bookings' or 'can make reservations' can only be assigned to the owner through an owner profile.
Editing an owner profile
An owner profile can be edited and changed.
Note: any changes made in an owner profile apply to all owners that have an agreement with this same owner profile!
If you want to give a specific owner a new permission, you have three ways of doing so:
- You edit the owner profile (the change applies to all owners under this profile)
- You indicate a different owner profile for this agreement (the owner switches to another profile)
- You create an entirely new owner profile with the appropriate permissions.