Support Home Property Management System Setup Security Users Security Profiles User Access to Quick Quote

User Access to Quick Quote

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.

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.

Have your System Administrator complete the following.

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'.
Save/Exit.

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.