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    User Access to Quick Quote

    Setup Security Profile access to Quick Quote in RMS.

    Decision Tree

    The Security Profile a user has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.

    Providing Security Profile access to Quick Quote enables users to access the Quick Quote feature for reservation quoting and creation in RMS.

    • Information
    • How To Use
    • Add Button

    Information

    The Security Profile a user has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.

    Providing Security Profile access to Quick Quote enables users to access the Quick Quote feature for reservation quoting and creation in RMS.

    Users will also require Security Profile access to at least one Property, Category and Rate Type as well as access to the Reservation Screen to use Quick Quote in RMS.

    • How to Use
    • Add Button

    How to Use

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select  'Edit' on an existing Security Profile.
    3. Expand the 'Reservation Screens' Function Menu.
    4. Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Button'.
    5. Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Screen'.
    6. Save/Exit.
    • Guide
    • Video
    • Add Button

    Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select  'Edit' on an existing Security Profile.

    Expand the 'Reservation Screens' Function Menu.

    Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Button'.

    Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Screen'.

    Select 'Save/Exit' to store the changes made.

    Users with this Security Profile will now be able to access Quick Quote in RMS.

    • Video
    • Add Button

    Video

    Video

    How to Use

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select  'Edit' on an existing Security Profile.
    3. Expand the 'Reservation Screens' Function Menu.
    4. Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Button'.
    5. Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Screen'.
    6. Save/Exit.


    • Guide
    • Video
    • Add Button

    Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select  'Edit' on an existing Security Profile.

    Expand the 'Reservation Screens' Function Menu.

    Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Button'.

    Select 'Allow' as 'Yes' on the Function 'Allow Access to Quote Screen'.

    Select 'Save/Exit' to store the changes made.

    Users with this Security Profile will now be able to access Quick Quote in RMS.

    • Video
    • Add Button

    Video

    Video

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