To manage whether employees can view guest information, you need to set these permissions from the catalogue section. This can be done when creating a new catalogue or by editing an existing one in the settings section.
Last Updated: October 1, 2025
Applies to: Property managers, property owners - software users, or PRO service buyers
To control if employees can access guest information, follow the steps below based on whether you have already created the catalogue or not.
1. Editing Permissions in an Existing Catalogue:
If you’ve already created a catalogue, follow these steps to modify the permissions:
- Go to the My Catalogues option in the platform menu.
- Select the catalogue you want to edit.
- Once inside the catalogue, navigate to the Settings section.
- The first option in the settings section is Permissions. Here, you can decide if employees can view guest information by selecting Yes or No.
- Save the changes to apply the updated permissions.
2. Setting Permissions When Creating a New Catalog:
If you haven’t created a catalogue yet, you can define these permissions during the creation process:
- When creating a New catalogue, during Step 2, you’ll be asked whether employees will be able to view guest information.
- Define the permissions by selecting Yes or No based on your preference.
- Complete the catalogue creation process.
3. Changing Permissions After Catalogue Creation:
If you initially selected No for employees being able to view guest information but later decide to allow access, you can update the permissions as follows:
- Go back to My Catalogues.
- Select the catalogue you want to modify.
- In the Settings section, update the Permissions option by changing it to Yes.
- Save the changes.
By following these steps, you can easily manage who on your team has access to guest information.