Account and team: set up once

Why	Collect the “set up once” settings — access, team members, the subscription, properties, the property profile — into one map: without it, this section is easy to walk past.
Who	The owner — at launch, and when team members start joining.
What you’ll get	A “who sets what” route, and a sense of which settings are made once and which live every day.
Limitations	The control center is the System menu and the Settings section; after launch, little gets edited.

Account settings are made before the first booking: who can sign in, what pays for the system, how the hotel is described. After that, the day belongs to guests and bookings, and these screens rarely need you — so the section is collected into a map: what lives in the account, who sets what, and where to go for every setting.

What lives in the account

• Roles — who can do what in the system. A role’s permissions are collected per module, for viewing or editing. Three system roles come built in — Owner (owner), Manager (manager), Viewer (viewer) — and beyond them you can create your own access group.
• Team members — each with a login of their own, created by an administrator: the login and password are set by hand. The access editor holds the role and, when needed, visibility by room category: every category at once, or only a list of categories you pick.
• Subscription — what pays for the system. There is one subscription, and all modules work inside it — the PMS, the Booking Engine, the Guest Portal, and the Channel Manager; the invoice holds the subscription only, with no commission on bookings. A subscription belongs to a property: the card is attached on the Billing tab, and until then the property waits for a card.
• Properties — a second property lives in the same account: you switch between properties with the selector above the menu, and each property has its own subscription and its own data. Apartments have a scenario of their own: Unit owner access (apartments).
• Property profile — the hotel’s passport in the system: currency, time zone, the standard check-in and check-out times, the property’s languages, and coordinates. It lives in Settings, under the Property profile card.

Who sets what

Question	Article
Create a login for a team member and set their access	Staff accounts: create a login and set access
Work out who sees and can change what	Roles and permissions: how access works
Add a second property	Multiple properties in one account
Set up the subscription and attach a card	Subscription and billing
Change the currency, time zone, or check-in time	Property profile
Give an apartment unit owner access to their unit	Unit owner access (apartments)

Set up once, then leave alone

Rarely touched after launch:

• Property profile — until the hotel changes its rules, the check-in times, currency, and languages stay the same.
• Subscription — set up once; it can be canceled at any time.
• Roles — the system ones are usually enough, and a custom access group appears once the team’s duties have settled.

Changes all the time:

• Team members — a new person means a new login; duties grow, access follows.

And one boundary worth knowing in advance: several properties means several separate setups and subscriptions under one sign-in. There are no reports spanning all properties at once — every property is viewed and configured on its own.

See also

• Property profile: set up your hotel’s card — filling in the hotel’s card step by step at launch.
• How guest data is protected — what to know about guest data before you hand out logins.
• The multi-property widget — one booking widget across several properties at once.