User Permissions in ParcVu Online

Bookings

• Add Guest to Blacklist: Enables the "Blacklist Guest" option in the Account Details screen.

• Allow Access to Bookings Dashboard: Allows user access to the Bookings Dashboard.

• Allow Any Payment Amount - Bookings: Allows users to edit the payment amount on card payments to the bookings ledger. Without this, payments can only be taken by selecting outstanding invoices.

• Allow Export of the Find Booking Details: Enables the "Export to Excel" navigation option on the Find Bookings screen.

• Allow Online Booking Check-In: Shows the "Online Booking Check-In Complete" navigation option on bookings.

• Allow Overriding of Booking Deposit and Balance Due: Allows users to override the booking deposit due date/amount and the balance due date.

• Amend Booking after Departure Date: Allows a user to amend a booking after its departure date.

• Amend check in/out times: Enables the "Amend Check In/Out Times" navigation option on the Booking Details screen.

• Can Assign Bookings to Agent Reserved Vans: Allows the user to assign a booking to an agent-reserved van.

• Can Book Agent Reserved Availability: Allows creating bookings against vans showing as Agent Reserved.

• Can Cancel Hoseasons Bookings: Grants access to the cancel booking option for Hoseasons-integrated bookings.

• Can Create Agent Bookings: Required to access the selection control for creating agent bookings.

• Can Edit Booking Import Reference: Allows making amendments to a booking import reference.

• Can Reserve Vans for Booking Agents: Allows the user to reserve vans for an agent.

• Can Take Security Deposit Payment: Allows processing security deposits on bookings.

• Can transfer booking invoices to Agent or Guest: Required to move invoices between an agent and a guest.

• Can use Bookings: Controls access to all core booking features (Bookings sub-menu, Make a Booking button, View Bookings option).

• Edit Allocations: Enables the "Edit" option on the Maintain Allocations screen.

• Edit Bookings: Enables the "Edit" option on the Booking Details screen.

• Manage Owner Breaks: Controls access to the "Manage Owner Breaks" menu option and online page.

• Override Booking Prices: Allows editing the price of a booking to override the default price.

• Override Booking Status: Allows changing the status of non-cancelled bookings for amendments.

• Process Referred Booking: Enables the "Make Provisional" option on the Booking Details screen.

Prospects & Holiday Home Sales

• Allow Access Find Sale Screen: Grants access to the Find Sale screen.

• Allow Access Find Van Screen: Grants access to the Find Van screen.

• Allow Access Models and Manufacturers Screen: Grants access to the Models and Manufacturers screen.

• Allow Access to Sales Dashboard: Grants access to the Sales Dashboard.

• Allow Cancel Quote: Allows cancelling a quote.

• Allow Create Firm Quote: Allows converting a soft quote into a firm quote.

• Allow Create Soft Quote: Allows creating a soft quote.

• Allow Delete as Prospect: Allows marking a customer as deleted by moving their sales funnel status to "cold".

• Allow Email Quote: Allows emailing a quote directly to a customer.

• Allow Export in Find Prospect Screen: Enables exporting Find Prospect results to Excel.

• Allow Export in Find Van Screen: Enables exporting Find Van search results to Excel.

• Allow Export of the Find Sale Details: Enables exporting Find Sale results to Excel.

• Allow Find Quotes: Allows searching and retrieving quotes.

• Allow HO user to Change Salesman: Allows Head Office users to edit the assigned salesperson on a prospect or sale.

• Allow Print Quote: Allows printing a quote.

• Allow Revert to Soft Quote: Allows converting a firm quote back into a soft quote.

• Allow user to change Source on Sale: Allows changing the customer source recorded on a sale.

• Allow user to control Web Sales Van flag: Controls the Web Sales Van flag setting.

• Allow user to control Web Trade Van flag: Controls the Web Trade Van flag setting.

• Allow Van Creation (ParcVu Online only): Grants permission to create new van assets online.

• Allow Van Deletion (ParcVu Online only): Grants permission to delete van records online.

• Allow Van Price Updating: Allows editing the priced stock screen for a van.

• Allow View Of Suggested Holiday Homes: Allows users to view suggested holiday homes.

• Allow Walk In Sales: Enables processing walk-in sales.

• Authorise Sale (Pk/HO): Allows Park or Head Office users to authorise or un-authorise a sale.

• Can Control Van Costs: Allows editing "Can Override Cost" and "Cost" columns on the Priced Stock screen.

• Can Control Van Prices: Allows editing "Can Override Sales Price" and "Sales Price" columns on the Priced Stock screen.

• Can Delete Van Images: Allows users to delete an image from the van details images screen in ParcVu Online.

• Can edit and delete prospect comments: Enables options to edit or delete comments on prospect records.

• Can Edit New Flag on Vans: Allows toggling the "New" flag on van detail screens.

• Can Edit Sale Licence Period: Controls access to edit the sale licence period.

• Can Edit Van Details: Allows editing van detail fields (dimensions, dates, berths, etc.) previously restricted to Head Office users.

• Can Reassign Prospects: Enables the "Reassign Interests" function in Prospect Maintenance.

• Can Use Prospects: Controls access to search prospects, view prospect details, and access the online prospect page.

• Can View Sale Vat Calculation: Enables the "View Sale VAT" option to review tax calculations.

• Cancel Sale: Displays the "Cancel Sale" navigation option on the Sales Details screen.

• Edit and View Commission Amount: Allows viewing and editing the commission amount on sales.

• Edit Sale Type: Displays the "Edit Sale Type" option on the Sales Details screen.

• Edit Stand In Value On Van: Allows editing the stand-in value of a van via Cost History.

• Management Sales Dashboard: Allows access to the "Management Dashboard" option in the desktop app and the "Dashboard" page in ParcVu Online.

• Park Edit Sale: Allows editing van prices on sales and unlocks other sales fields for editing.

• Quotes - Show units from all parks: Allows selecting units across all parks when creating quotes online.

• Validate Sale (HO only): Allows Head Office users to select "Validate & Post Sale".

• View Costs & Profit: Enables the "View Profit" option to review turnover, costs, and profit on sales.

• View multiple salespeople: Allows selecting multiple salespeople in the diary and task creation screens.

• View Stand In Value On Van: Allows viewing the stand-in value section in ParcVu Online.

Owner Accounts

• Allow Access Find Account Screen: Grants access to search for customer and owner accounts.

• Allow Access Find OLP Screen: Grants access to search Owner Leaving Park (OLP) records.

• Allow Access Find Pitch Screen: Grants access to the Find Pitch search screen.

• Allow Access Find Sublet Screen: Grants access to the Find Sublet search screen.

• Allow Access Park Maps Screen: Allows users to view and interact with Park Maps.

• Allow Access Safety Checks Dashboard: Grants access to the Safety Checks tab on the User Dashboard.

• Allow Access to Bulk Sublet Income: Grants access to print bulk or individual sublet statements.

• Allow Access to Owners Dashboard: Grants access to the Owners Dashboard.

• Allow Create a Non Owner Account: Allows creating non-owner accounts in the system.

• Allow edit of account default contact method: Allows changing the primary contact method setting on accounts.

• Allow Export in Find Account Screen: Enables exporting account search results to Excel.

• Allow Export in Find Contracts Screen: Enables the "Export to Excel" navigation option on the Find Contracts screen.

• Allow Export in Find OLP Screen: Enables exporting OLP records to Excel.

• Allow Export in Find Pitch Screen: Enables exporting pitch search results to Excel.

• Allow Export in Find Sublet Screen: Enables exporting sublet search results to Excel.

• Allow HO user to Status Change: Allows Head Office users to alter pitch statuses and edit private sales details.

• Allow OLP Refund Edit: Allows editing pitch fee and rates refund fields on Owner Leaving Park forms.

• Allow Owner De-Dupe/Link Owners: Controls access to the owner de-duplication and account linking tools.

• Allow Park User to Status Change: Grants park-level users permission to alter pitch statuses.

• Allow Pitch Deletion: Enables deleting pitches from the system.

• Allow Retrieve Data From Salesforce: Grants access to sync owner details from Salesforce via the button.

• Allow sublet income transfer with active OLP: Enables sublet income transfers even if an active Owner Leaving Park process exists.

• Allow transfer of limbo vans: Allows moving limbo vans between different park locations.

• Allow User to edit Suitable to Let flag: Allows modifying the "Suitable to Let" status flag on vans.

• Allows users access to Find Contracts Screen: Grants access to the Find Contracts screen.

• Authorise Closure of account: Allows progressing an OLP file to the formal authorization stage.

• Can Bulk Edit Sublets: Controls ability to edit multiple sublet records at once.

• Can Create Contracts: Allows a user to create a contract.

• Can Delete Sublet Records: Grants permission to permanently delete owner sublet records.

• Can edit account address: Grants permission to modify customer address details.

• Can edit account name: Grants permission to modify customer names on accounts.

• Can Edit Contracts: Allows editing contract details (e.g., start dates) from the Contract Details screen.

• Can Edit Park Map: Enables the edit option on the interactive pitch map.

• Can Edit Safety Checks: Allows editing the four primary safety check fields on van records.

• Can Edit Sublets: Enables the "Edit" option on the Sublet Details screen.

• Can Reset Web Passwords: Allows staff to reset an owner's online web account password.

• Can retrieve owners export additional info: Allows exporting web email addresses and passwords via API.

• Can see Bank Details: Controls access to view sensitive bank numbers and insurance policy details.

• Can see Full Address: Controls access to extended address lines (Lines 2, 3, and 4).

• Can see Tel. Nos.: Controls access to phone numbers (Home, Work, Mobile).

• Can View Contracts: Enables the "View Contracts" option on the Account Details screen.

• Can view Communication History: Enables access to view logged communication histories.

• Complete Closure of account: Allows completing the final step of the Owner Leaving Park workflow.

• Edit fuel & jobs on limbo accounts: Allows viewing fuel readings and job records on non-deleted limbo accounts.

• Edit Pitch Asset Features: Enables editing feature attributes assigned to pitches.

• Edit Repairs: Enables editing repair records for both vans and pitches.

• Edit Web Email Address: Allows modifying web email addresses stored on account files.

• Initiate Buy-In: Enables selecting "Buy In" when changing pitch statuses.

• Remove Guest from Blacklist: Enables the "Remove from Blacklist" option in the Account Details screen.

• Switch 'Stock' and 'Fixed Assets': Allows changing asset statuses across Sales, Hire, and Staff fleets.

• Transfer Sublet Income from Ledger: Allows reversing sublet income transfers made to rent ledgers.

• Transfer Sublet Income to Ledger: Allows transferring sublet income to an owner's rent ledger.

• View Email Field: Controls access to view standard email address fields.

• View Web Email Field: Controls access to view web-specific email fields.

Jobs & Maintenance

• Allow Access Find Jobs Screen: Grants permission to use the Find Jobs search screen.

• Allow Access Jobs Dashboard: Grants access to the Jobs Dashboard.

• Allow Access Purchase Orders Screen: Grants access to the Purchase Orders screen.

• Allow Export in Find Jobs Screen: Enables exporting Find Jobs search results to Excel.

• Allow Fuel Processing: Grants access to input and edit meter readings (desktop & online).

• Allow Job Processing: Grants permission to edit existing job tickets.

• Allow Park Goodwill Jobs: Allows marking job tickets as "Goodwill" (free of charge).

• Can Delete Job Images: Grants permission to remove attached images from jobs.

• Can maintain Job For Types (ParcVu Online only): Controls editing "Job For Types" lookups online.

• Can Maintain Standard Jobs: Controls access to create and manage standard job master records.

• Can View My Jobs: Grants access to the "My Jobs" section in ParcVu Online.

• Jobs - Can Pick Up Unassigned: Allows viewing unassigned jobs online and self-assigning them.

• Jobs - Can Reassign: Allows assigning jobs to specific maintenance engineers.

• Maintain Bottled Gas: Allows setting prices and bottle sizes for gas inventory.

• Maintain Cleaning: Controls access to the "Manage Cleaning" menu options and online pages.

• Maintain Jobs: Controls access to the "Manage Jobs" navigation menu and online pages.

• Mark Job As Company Owned: Allows tagging a job ticket as company-owned.

• Mark Job As Invoiced Directly: Allows tagging a job ticket as invoiced directly.

• Mark Job As Raised In Error: Allows flagging jobs as raised in error.

• ParcVu Online - Update Previous Fuel Reading: Allows changing existing fuel readings online.

• Skip Fuel Type Checks on Van: Disables mandatory fuel type validation rules on van screens.

• Undo jobs marked as done: Grants ability to revert completed jobs back to an open status.

Payments

• Allow Any Payment Amount - Rent: Allows editing card payment amounts to the rent ledger without tying strictly to outstanding invoices.

• Allow Chip and Pin Payments: Grants access to take payments via Chip & PIN devices.

• Allow CNP Payments: Grants access to the Card Payment - Customer Not Present screen.

• Allow DD posting to Accounts not in debt: Allows posting Direct Debit payments that result in a credit balance.

• Allow Ledger Transfer: Grants access to the Ledger Transfer screen.

• Allow Ledgers sub-menu: Controls main menu access to the Ledgers section.

• Allow Maintenance of Private Sale Commissions: Grants permission to manage private sale commission rules.

• Allow Park user Cash Posting: Grants park users access to post cash on customer accounts.

• Allow Park user Extra Ledger functions: Grants park users access to additional account ledger options.

• Allow Park user to backpost cash 3 days: Allows park users to backdate cash postings up to 3 days.

• Allow Pay By Link Payments: Enables generating and processing Pay By Link transactions.

• Allow Post Finance: Enables posting finance entries via the Post Cash screen.

• Allow user to back-post more than 7 days: Allows backdating ledger cash postings by more than 7 days.

• Allow User to Post Credits: Allows posting credit entries when processing booking cash or manual charges/credits.

• Amend Nominals (H/O Only): Allows Head Office users to edit system nominal codes.

• Can Alter Agent Commissions On Booking: Allows loading agent bookings and editing commission values.

• Can Amend Settlement Date: Allows editing settlement dates and backdating cash-matching settlements.

• Can Export Transactions: Grants access to the Export option within the Ledgers sub-menu.

• Can Override Transaction Export Selection: Enables selecting or deselecting specific rows on the transaction export grid.

• Can Repair or Fail card payments: Allows processing incomplete card payments from the rent ledger screen.

• Can Take Discount: Enables applying discounts via the Post Cash screen.

• Can Unsettle Payments: Enables the "Unsettle all payments" option on the Cash Matching screen.

• Can View Card Transaction Messages: Grants access to view transaction log messages under Utilities.

• Cash Sale: Enables the "Make a Cash Sale" feature (requires a park selection).

• Credit Card Refund: Allows processing negative amounts (refunds) via Customer Not Present card screens.

• Direct Debit Processing: Controls access to the "Post DD Payments" menu item under Ledgers.

• Edit Bank Arrangements: Allows setting account payment methods (Direct Debit, Special Arrangement, Standing Order).

• Mark receipts as printed: Grants permission to flag receipts as printed in the receipt printing screen.

• Post Cash: Allows recording manual cash postings to ledgers.

• Post Cash to other Park: Allows posting a cash payment to a park other than the active one.

• Unsettle All Payments: Allows unsettling all matched payments on the Cash Matching screen.

Reporting

• Allow Access Management Dashboard Screen: Controls access to the general Management Dashboard screen.

• Allow Access Reports Screen: Grants access to the main Reports module.

• Allow export Dashboard data: Grants permissions to export dashboard datasets.

• Can maintain reports (ParcVu Online only): Allows managing online report configurations.

System Maintenance

• Access Maintain Park Structure: Grants access to set up and adjust park structural elements.

• Allow Access Core PMS Configuration: Grants access to the Core PMS Configuration page.

• Allow Access Core PMS Reconciliation: Grants access to the Core PMS Reconciliation page.

• Allow Access Expiry Reminders: Grants permission to manage automated expiry reminders.

• Allow Access ParcVu Online: General permission to log into and access ParcVu Online.

• Allow Access Quick Search: Enables the Quick Search bar feature.

• Allow Access User Input Validation: Grants access to system input validation settings.

• Allow Bulk Communications: Enables access to bulk marketing and communication tools.

• Allow Data Import: Grants access to use the bulk Data Import tool.

• Allow Delete Uploaded Document: Grants permission to remove uploaded document attachments.

• Allow edit of email from address: Allows modifying the outgoing/default email address on an account.

• Allow editing of Van Costs: Enables the "Edit" button on the Costs tab in Van Details.

• Allow Endpoints Assignment to Mail Accounts: Allows linking API endpoints to mail accounts.

• Allow Execute Core PMS Reconciliation Sync: Allows triggering sync routines on the Core PMS Reconciliation page.

• Allow Export of Contacts: Allows exporting contact details from bulk communication screens.

• Allow Full Access To Batch Monitor: Allows monitoring all background batch processes.

• Allow Maintain Dynamic Fields: Controls access to create and modify dynamic custom fields.

• Allow management of Barrier Integration: Grants permission to manage integrated access barriers.

• Allow System Maintenance menu: Grants access to global maintenance menus, dynamic pricing, and online settings.

• Can add attachments to emails (ParcVu Online only): Allows attaching files to outgoing emails online.

• Can Edit Chip & PIN Device Map: Allows editing payment terminal mapping settings.

• Can Edit Contract Lookups: Enables editing lookup options for service items, park settings, and tenures.

• Can Edit Contract Prices: Controls access to the Maintain Contract Charges screen.

• Can Edit Documents Before Sending: Allows editing pre-generated communication documents before sending.

• Can Edit Reporting Periods: Enables editing reporting period definitions in Maintain Lookups.

• Can Edit Scheduled Tasks: Allows editing scheduled system task schedules.

• Can Edit Van Cost SHMS: Required alongside other permissions to add/modify VAT cost rows for limbo vans.

• Can maintain availability cache sync suppressions (ParcVu Online only): Controls availability cache sync suppressions online.

• Can Maintain Accounting Integrations: Allows setting up third-party accounting APIs (e.g., Xero).

• Can Maintain Cash Sales Products: Allows maintaining product catalogs for cash sales.

• Can Maintain Customer Sources: Allows configuring global customer source options.

• Can Maintain Email Accounts: Controls access to configure system email accounts.

• Can Maintain Invoice Text Codes: Allows creating and editing standard text codes for invoices.

• Can Maintain OLP Reasons: Controls lookups for Owner Leaving Park cancellation reasons.

• Can Maintain Online Payment Types: Allows managing payment types accepted online.

• Can Maintain Park Customer Sources: Controls park-specific customer lead source options.

• Can Maintain Public Find Views: Allows creating and modifying public search view templates.

• Can Maintain Required Sales Margins: Allows defining minimum required margin thresholds on sales.

• Can Maintain Salesforce Connection Details: Allows editing configuration keys for Salesforce integration.

• Can Maintain Salesmen: Allows adding, editing, and disabling salesperson records.

• Can Maintain Templates: Allows creating and editing letter and email templates.

• Can Maintain Templates Groups: Controls access to group and organize templates.

• Can Send SMS Texts: Allows sending SMS messages to opt-in accounts.

• Can Set CC and BCC on Emails: Grants permission to add CC and BCC recipients on outgoing emails.

• Can Update Access Control: Allows managing user permissions and access control rules.

• Edit Age Groups: Allows editing age group lookup categories.

• Edit Asset Features: Allows editing asset feature master lists.

• Edit Booking Agents: Allows editing booking agent entries.

• Edit Booking Durations: Allows modifying default booking duration lookups.

• Edit Booking Products: Allows editing master booking product definitions.

• Edit Brochures: Allows editing Brochure in Maintain Lookups.

• Edit Brochure Sets: Allows editing Brochure Sets in Maintain Lookups.

• Edit cost in Van VAT Cost: Allows editing acquisition costs within the VAT Costs tab.

• Edit Park Booking Durations: Allows editing of Park Booking Durations in Maintain Lookups.

• Edit Park Booking Products: Allows editing of Park Booking Products in Maintain Lookups.

• Edit Park Tariff Periods: Allows editing of Park Tariff Periods in Maintain Lookups.

• Edit Promotion Products: Allows editing of Promotional Products in Maintain Lookups.

• Edit Promotions: Allows editing of Promotions in Maintain Lookups.

• Edit Tariff Periods: Allows the user to edit the Tariff Periods in Maintain Lookups.

• Edit Tariffs: Allows the user to edit Park Booking Products on Maintain Lookups.

• Edit Van Asset Features: Enables the "Edit" option on the Van Features configuration screen.

• Edit van invoice details after locking: Allows editing the costs tab on van records after invoice costs are locked.

• Edit van invoice details before locking: Allows editing the costs tab on van records before invoice costs are locked.

• Finance Invoices: Not used.

• Maintain Integrations: Controls management access for general third-party software integrations.

• Open Data Export Screen: Controls menu access to open the raw data export utility.

• Read Only Access: Restricts the user to read-only views across all park functions.

• Service Account: Special flag reserved solely for website API integrations (must not be assigned to human users).

• Service-FindPeople: Special flag reserved solely for website API integrations (must not be assigned to human users).

• Super User: Grants full administrative supervisor privileges.