Getting started

Welcome administrators! You have access to Setup and other areas of the system where changes you make can effect functionality for all users—so it's important to have a clear understanding of how things work. This course takes you through the main administrative tasks required to run a successful sales and catering office.

How much access do you have? It depends on if you're a corporate or a property administrator.

• Corporate administrators have the highest possible access level, usually assigned to only a couple of people per org. You have access to all records at all properties. Only corporate administrators can create users, edit page layouts, create new fields, and other settings that impact all properties.
• There are usually one or two property administrators per location. This allows local team members to manage property specific values such as guestrooms, menu entry, function room capacities, etc.

If you're the only property in your org, you will perform the duties of both the corporate and property administrator roles. The lessons in this course are presented in the recommended order for effectively onboarding a new property and getting users ready to enter business as quickly as possible.

What are we waiting for? Let's get started by learning to Add a new property.