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Table of Contents
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Setup

Note

The permissions applied on this card are still in the development phase.

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Tours

Note

The permissions applied on this card are still in the development phase.

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Tools

  • Lookups - Enabling this option allows access to the Settings > Lookups menu will be available for editing.

Note

The Lookups permission applied on this option is still in the development phase.

  • Third Party Apps- Enabling this option allows access to the /wiki/spaces/HOWTO/pages/1345978375 menu, where they can manage waivers and other third party apps connected with ResPax.

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Finance

  • Financial Archive - Enabling this option allows access to the Tools > Financials > Xero tab, where booking financial statuses can be exported to Xero.

Note

The permission applied for the Edit Commission, Edit Other Costs, Edit Other Sell, and Apply discount options are still in the development phase.

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Bookings

Note

The permission applied for the Can Refund Payments, Show Commission, Show Net Value, and Access All Bookings options are still in the development phase.

  • Edit Manual Other Charges - Enabling this option grants access to the Manual Other Charges field in the booking form, allowing to adjust the booking price.

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Connect

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POS

  • Edit POS Locations - Enabling this option means that the user can add/edit a POS location in Tours > Locations > POS Locations.

  • Edit POS Tills - Enabling this option means that the user can add/edit a POS Tills according to the location in Tours > Locations > POS Tills.

  • Enable/Disable POS Tills - Enabling this option prompts users at login to select a location and till.

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Group Membership

  • Group Name - This lookup filter controls the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Group Names.

  • Sub Group Name - This lookup filter provides more granular control over the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Sub Group Names.

  • Select all Group Names - This option is enabled by default, allowing all Group Names to be available for this group. To specify a particular Group Name, disable this option and manually add the desired Group Name in the Group Name field.

  • Select all Sub Group Names - This option is enabled by default, allowing all Sub Group Names to be available for this group. To specify a particular Sub Group Name, disable this option and manually add the desired Sub Group Name in the Sub Group Name field.

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