Assign property access, permission sets, and default properties
The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.
Administrators can use the User Property Access page to assign properties and permission sets to users from one central location. In a large org, the multi-edit buttons on the page save you time when updating multiple users.
Only corporate administrators can assign permission sets to users.
You can open the User Property Access page from the following places:
- Amadeus Settings page > User Property Access
- Setup > Users > User page > Manage User Property Access
- Property page > Property Users section > Grant User Access
Two views are available on this page: User View and Property View. The information below refers to the User View. To change views click Switch to Property View.
To assign property access, permission sets, and a default property to a user
- On the User page, click Manage User Property Access. A new page opens, and the user is automatically selected.
- Under the Properties column, click Edit (
). - Select the checkbox next to each property you want to give the user access to, and then select the appropriate access level.
The following table describes the different access levels that can be assigned to each profile.
Profile Property Access Level
View Only User Users with this profile must be assigned either Edit Owned Records or Edit All Records access at a property to view that property's records. They are not able to create, modify, or delete any records at that property. Banquet user access
If your banquet team needs limited access, for example, to enter actuals or batch print BEOs, assign them the View Only user profile. You also need to assign the user the Banquet Access permission set. This lets the user work with events while continuing to have view only access to the rest of the system.
Banquet users with Edit Owned Records access need to be sourced on individual bookings to modify events and merge or batch merge. To avoid sourcing, assign your banquet users Edit All Records access. This allows them to work with events on all bookings at the property.
Delphi Core User Users with this profile can be assigned one of the following access levels: - Edit Owned Records - With this option selected, users can view and create new records but can only edit records they own or have been sourced on. Users can also add information to records they do not own but cannot modify that record’s primary details or add notes and attachments.
- Edit All Records - With this option selected, users can view, create, and edit all records regardless of ownership. Users can also add information to records, including notes and attachments.
- No Access - With this option selected, users cannot access the property’s records in any way.
This profile is specific to the Delphi Core product type.
Sales and Catering User Users with this profile can be assigned one of the following access levels: - Edit Owned Records - With this option selected, users can view and create new records but can only edit records they own or have been sourced on. Users can also add information to records they do not own but cannot modify that record’s primary details or add notes and attachments.
- Edit All Records - With this option selected, users can view, create, and edit all records regardless of ownership. Users can also add information to records, including notes and attachments.
- No Access - With this option selected, users cannot access the property’s records in any way.
Delphi Core Property Administrator Users with this profile must be assigned Edit All Records access at properties where they have administrative permissions. Property administrators can modify property-specific settings and values, such as function rooms, menus, and taxes. They can also assign property access and default properties to users. This profile is specific to the Delphi Core product type.
Sales and Catering Property Administrator Users with this profile must be assigned Edit All Records access at properties where they have administrative permissions. Property administrators can modify property-specific settings and values, such as function rooms, menus, and taxes. They can also assign property access and default properties to users. Delphi Core Corporate Administrator Users with this profile must be assigned Edit All Records access at properties where they have administrative permissions. These users have access to all records and all areas of the application. Tasks such as entering corporate setup values, modifying page layouts, and user creation can only be performed by the corporate administrator. Corporate administrators can grant themselves access to any property in the org.
This profile is specific to the Delphi Core product type.Sales and Catering Corporate Administrator Users with this profile must be assigned Edit All Records access at properties where they have administrative permissions. These users have access to all records and all areas of the application. Tasks such as entering corporate setup values, modifying page layouts, and user creation can only be performed by the corporate administrator. Corporate administrators can grant themselves access to any property in the org.
- Click Save and Close.
- Under Permission Sets column, click Edit ().
- Select Yes next to the permission set that matches the profile you assigned to the user.
- Assign additional permission sets, as needed.
- Enable Multi-Factor Authentication - When logging in, the users are required to prove their identity using the Salesforce Authenticator app on a mobile device. See Activate MFA. If you have single sign-on or My Domain, follow the steps in Salesforce Help instead of using this permission set. Start with the Salesforce Multi-Factor Authentication FAQ knowledge article.
- Alternate Language - Alternate language permission sets control which language fields you can see throughout the system. They also control which languages display in merge documents. See Assign alternate language permission sets to users.
- Change Record Owner - Users with this permission set can change the owner of records that they don't own. If you have MeetingBroker integration and more than one person acts as the Default Lead Coordinator, assign this permission set to all those people.
- Replace Setup Values - The Replace Setup Values permission set is available to corporate administrators by default. Add this permission set to a property administrator who needs to make these changes and help with system cleanup.
- Backdate Bookings Admin - By default, corporate administrators have access to the Enable Backdating Bookings field on the Property page. Add this permission set to a property administrator who needs to turn backdating bookings on and off. Amadeus recommends removing this permission set once backdating bookings is complete.
- - If your banquet team needs limited access, for example, to enter actuals or batch print BEOs, assign them the View Only user profile. You also need to assign the users the Banquet Access permission set. This lets the users work with events while continuing to have view only access to the rest of the system. Banquet users with Edit Owned Records access need to be sourced on individual bookings to modify events and merge or batch merge. To avoid sourcing, assign your banquet users Edit All Records access. This allows them to work with events on all bookings at the property.
- Click Save and Close.
To edit multiple users
Use Multi-Edit Properties, Multi-Edit Permission Sets, and Multi-Edit Default Properties to assign permissions to a group of selected users.
- Search for the users you want to edit. Filters are available to limit your results.
- Select the checkbox next to each user whose permissions you want to modify.
- Click Multi-Edit Properties, Multi-Edit Permission Sets, or Multi-Edit Default Properties.
- Make your selections and click Save and Close. Your changes apply to all selected users.
The permission sets that are available to assign are controlled by the user’s license. If you are multi-editing users with different licenses, only the permission sets they have in common are available.
Property/User Recap report
The Property/User Recap report shows a list of all properties in the org and the users assigned to those properties. The report also displays any issues with a user's access level at a property and the user's public group membership. All issues display in red text. The number next to the user name refers to an explanation of the issue, at the end of the report.
To resolve an issue, click the user name to open the User Property Access page, and then do one of the following:
| Issue |
Steps to resolve |
|---|---|
| 1. A Property User record exists for this user but this user is not a member of the corresponding property's Public Group. | Remove the user's access from that property, save, and then grant the user the appropriate level of access again. |
| 2. This user is a member of a property's Public Group for which there is no corresponding Property User record. | Remove the user's access from that property, save, and then grant the user the appropriate level of access again. |
| 3. This user's access level conflicts with its Public Group membership and the Property User record access level. | Remove the user's access from that property, save, and then grant the user the appropriate level of access again. |
| 4. This user's Default Property is set to a Property to which the user does not have access. | Change the user's default property to a property the user has access to. Or, grant additional property access to the selected default property. |
Only the properties you have access to display in the report.
Property License Recap Report
The Property License Recap report is used to reconcile users against license allocations within the org. The report shows the number of full, limited, and banquet license types allocated to the property. The number of active users granted that license type displays in brackets. If you see an issue, review the list of users below and their license type.
This feature is available with version R45 or higher. For more information, see Enable user license tracking.