# Administrator Guide # User Role Hierarchy ## Overview The **User Role Hierarchy** defines how user roles are organized and how one role is connected to another. It helps administrators build a clear reporting and access structure by adding or removing roles under a selected parent role. A typical hierarchy can look like: ## Open User Role Hierarchy 1. Open the **Configuration** menu. 2. Select **User Role Hierarchy**. 3. The existing role structure is displayed as connected role cards. 4. Select a role card to manage the roles below it. [![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/yS1image.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/yS1image.png) The hierarchy is managed visually from the **User Role Hierarchy** screen. --- ## Understand the Hierarchy Each role is displayed as a card connected to its parent role. For example: - **Super Admin** is at the top level. - **Organization Admin** is connected below the Super Admin. - **Property Admin** is connected below the Organization Admin. - **Hotel Manager** is connected below the Property Admin. - Lower-level roles can be connected beneath the appropriate parent role. The connecting lines show the relationship between parent and child roles. --- # Add or Remove a Role to the Hierarchy Use **Add** when you want to assign one or more available roles below a selected parent role. ### Select the Parent Role Select the role card under which you want to add another role. For example, select **Organization Admin**. The **Add** and **Remove** actions appear for the selected role. ### Add User Role A **Select user role** window opens. - **The window displays the available roles with checkboxes.** - Select the checkbox next to each role you want to add. - You can select more than one role. - Selected roles are shown with a checked checkbox. - Select **SAVE**. - The selected roles are added under the parent role in the hierarchy.

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[ ![](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-surface-pro-6.png) ](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-surface-pro-6.png)

--- ### Remove a Role from the Hierarchy Use **Remove** when a role or role relationship is no longer required under the selected parent. 1. Select the role that you want to remove. 2. The **Remove** action appears next to the **Add** action. 3. Select **Remove**. 4. The selected role is removed from that hierarchy position. > **Important:** Removing a role from the hierarchy changes its relationship with the selected parent. --- # Userrights ### **Overview** The **User Rights** module allows administrators to control what users can access and what actions they can perform in **Spendwell iHospitality**. Rights can be assigned based on: - **Module Type** — Web or App - **User Role** — Assign rights to all employees under a selected role - **Employee** — Assign rights to a specific employee - **Module** — Filter and manage rights for a specific module - **Form** — Configure rights for individual screens or forms The User Rights screen allows you to manage the following permissions:

Permission	Description
👁️ Can View	Controls whether the user can view the form and its data
➕ Can Add	Controls whether the user can create new records
✏️ Can Update	Controls whether the user can edit existing records
🗑️ Can Delete	Controls whether the user can delete records
📋 Can Manage Request?	Controls whether the user can manage or process requests

Each applicable permission can be configured as **All** or **Self**. --- ### **User Rights Screen** The User Rights screen provides filters at the top and a permission matrix below. [![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/UVMimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/UVMimage.png)

Field	Description
Module Type	Select where the rights will apply: Web or App
User Role	Select a role to assign rights to all employees under that role
Employee	Select a specific employee to assign individual rights
Module	Filter forms belonging to a specific module
Search Here	Search for a form by name
Create	Save or create the configured user rights
Reset Filters	Clear the selected filters and reset the screen

> **Note:** Select either a **User Role** or an **Employee** based on how you want to assign the rights. --- ### **How User Rights Assignment Works** User Rights can be assigned in two ways. ##### **1. Role-Wise Rights** Use **User Role** when the same permissions should be assigned to multiple employees. ###### **Example** Suppose you select: - **Module Type:** App - **User Role:** Housekeeping When rights are configured and saved, the selected permissions apply to the employees associated with the **Housekeeping** role. ###### **Best Used For** - Employees with the same responsibilities - Department-level access - Standard permission setup - Assigning rights to multiple users at once ##### **2. Employee-Wise Rights** **Employee-Wise Rights** are used when a specific employee needs customized permissions. ###### **Example** - **Module Type:** App - **Employee:** Aarav Patel Only **Aarav Patel** receives this specific permission. ###### **Best Used For** - Specific employee access - Customized permissions for individual employees - Giving different rights to employees with the same role - Managing employee-specific form access - Granting access to selected forms only ### **All vs Self** #### **All** **All** means the user can access data of the users **below their role in the User Role Hierarchy**. ##### **Example** Hierarchy: ```text Hotel Manager ↓ Housekeeper ↓ Laundry Staff ``` If **Tushar** is a **Hotel Manager** and has: ```text View → All ``` Tushar can view data of the roles below him in the hierarchy: ```text Tushar Hotel Manager ↓ ✓ Housekeeper data ↓ ✓ Laundry Staff data ``` > **All = Access data of users under the logged-in user's role hierarchy.** --- #### Self **Self** means the user can access **only their own data**. ##### **Example** If **Tushar** is logged in and has: ```text View → Self ``` Then: ```text Tushar ↓ ✓ Tushar's own data ✕ Housekeeper data ✕ Laundry Staff data ``` # Attendance Policy # Document Sequence The **Document Sequence** feature is used to create a standard numbering format for documents, records, or transactions. [![iMockup - Surface Pro (7).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-surface-pro-7.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/imockup-surface-pro-7.png) > **Purpose:** Create a document numbering format such as **`EMP-QICC0012026`**. --- ## 1. What Goes Where?

Field	What to enter
Property\*	Select the property
Type\*	Select what the sequence is for
Date Range\*	Select the active period, when shown
Reset	Choose when numbering restarts: Every Day, Every Month, Every Year, Never
Start Number\*	First number in the sequence
Number to Series\*	Number/range covered by the series
Prefix\*	Short identifier for the sequence
Elements	Select parts to build the number
Added Elements\*	Arrange the selected parts in order
Preview	Shows the resulting format

`*` = Required field --- ## 2. Build the Number Think of the **Added Elements** area as building blocks.

1	2	3	4	5
Series Prefix	Separator	Property Prefix	Series Number	Current Year
`EMP`	`-`	`QICC`	`001`	`2026`

### Result **`EMP-QICC0012026`** So: `EMP` + `-` + `QICC` + `001` + `2026` → **`EMP-QICC0012026`** --- ## 3. How to Create a Sequence

Step	Action	Example
1	Select Property	Quality Inn and Conference Center
2	Select Type	Employee
3	Set Date Range if available	01-Jan-2026 → 31-Dec-2026
4	Select Reset if required	Every Year
5	Enter Start Number	`1`
6	Enter Number to Series	`100`
7	Enter Prefix	`EMP`
8	Select an Element	Current Year (20XX)
9	Click +	Adds the element
10	Drag elements into the required order	Prefix → Separator → Property → Number → Year
11	Check Preview	`EMP-QICC0012026`
12	Click Save	Sequence created

--- ## 4. Elements — What They Do The **Elements** are the building blocks of the final document number. Select an element, click **+**, and arrange the added elements in the required order.

Element	What it does	Example
Series Number	Uses the Start Number and formats it with leading zeros based on the length of Number to Series.	Start Number `1`, Number to Series `100` → `001`
Series Prefix	Uses the value entered in the Prefix field.	Prefix `EMP` → `EMP`
Company Prefix	Uses the configured company preview/label for the selected company.	`ABC`
Property Prefix	Uses the configured prefix/label for the selected property.	`QICC`
Vendor Prefix	Uses the vendor name or vendor prefix configured for the record.	`VEND`
Category Prefix	Uses the category name or category prefix configured for the record.	`FOOD`
Current Year (20XX)	Adds the complete current year.	`2026`
Current Year (YY)	Adds the last two digits of the current year.	`26`
Current Month (MM)	Adds the current month as a 2-digit number.	January → `01`
Current F.Y (20XX/YY)	Adds the financial year in `start year/end year` format. The financial year starts in April.	`2026/27`
Current F.Y (20XX-YY)	Adds the financial year in `start year-end YY` format. The financial year starts in April.	`2026-27`
Month Alphabets (MM)	Adds the current month using its 3-letter abbreviation.	January → `Jan`
Year Alphabets (YY)	Adds the last two digits of the current year.	`2026` → `26`
Current Day (DD)	Adds the current day as a 2-digit number.	5 → `05`
Separator (-)	Adds a hyphen between elements.	`-`
Separator (/)	Adds a slash between elements.	`/`

> **Important:** The order of these elements controls the final document number. --- ## 5. Change the Order ### Current order **Prefix → Separator → Property → Number → Year** `EMP-QICC0012026` ### If you change the order **Year → Separator → Prefix → Number** `2026-EMP001` **Drag and drop** the items in **Added Elements** to change their order. --- ## 6. Add / Remove Elements

Action	How
Add	Select an item in Elements → click +
Remove	Click × on the element
Reorder	Drag the element to a new position
Check result	Look at Preview

### Example Remove **Current Year**: `EMP-QICC0012026` ↓ `EMP-QICC001` --- ## 7. Reset Options

Reset option	Meaning
Every Day	Numbering restarts each day
Every Month	Numbering restarts each month
Every Year	Numbering restarts each year
Never	Numbering does not automatically restart

--- ## 8. Buttons

Button	Action
SAVE	Save the sequence
SAVE & ADD NEW	Save and immediately create another sequence
RESET	Reset the form

--- # Property Registration & Setup # Property Setup The Property Setup area stores the operational information needed after a property is registered. It includes the property's physical location, room rate codes, and business licenses or permits. This information is used by administrators and employees across maps, room setup, reservations, pricing, compliance, reports, and property operations. ## Accessing Property Setup 1. Open the required property. 2. Open **Property Configuration**. 3. Select one of the available setup options: - **Location** - **Rate Code** - **Business Licenses and Permit** 4. Complete or update the information and select **Update** or **Save**. 5. Use **Reset** when you want to clear unsaved changes and restore the previous values. # Property Registration The Property Registration page stores complete **property information**, including **property details**, **contacts**, **business details**, **branding**, **PMS connection**, and **images**. It is used to link properties with employees, reservations, rooms, tasks, inventory, housekeeping, reports, and other property-based operations. [![iMockup - Surface Pro (8).png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/imockup-surface-pro-8.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/imockup-surface-pro-8.png) ## Basic Details | Field | Required | Description | | --- | --- | --- | | Property Code | Yes | System-generated property series code. It is read-only and populated automatically when the property is added. | | Company | Yes | Company that owns the property. Select the correct company before entering the remaining details. | | Brand | Yes | Property brand. The active brand list also supplies the brand logo and stores it with the selected property. | | Property ID | No | Optional business or external identifier for the property. It must be unique within the company when provided. | | Property Name | Yes | Display and business name of the property. It must be unique within the company. | | Prefix | Yes | Property prefix used by downstream property-related numbering or identification. It must be unique within the company. | | Property Phone Number | Yes | Main phone number for the property. Enter a valid 10-digit number. | | Property Email Address | Yes | Main email address for the property. Enter a valid email address. | | Property Website | No | Optional property website. Enter a complete, valid website address. | | Main Contact Person | Yes | Name of the primary contact person for the property. | | Main Person Designation | Yes | Designation selected for the primary contact. Only active designations are available. | | Main Contact Person Number | Yes | Phone number of the primary contact. Enter a valid 10-digit number. | | Main Contact Person Email | No | Optional email address of the primary contact. | | Logo | No | Optional property logo uploaded through the file picker. Supported image extensions are configured by the application. | | PMS Connect | Yes | PMS connection used by the property. Select the active connection that matches the property's operational system. | | Audit Time | No | Optional time used for the property's audit scheduling configuration. | | Property Image | No | Optional collection of property images. Multiple image files are accepted. | [![Screenshot 2026-09-17 at 10.10.30 AM.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-at-10-10-30-am.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-at-10-10-30-am.png) ### Key Usage for Basic Details - **Property Code** is created automatically. Employees do not need to enter or change it. - **Company** determines where the property belongs. Administrators should check this before saving. - **Property Name**, **Property ID**, and **Prefix** identify the property in lists, searches, reports, and related setup screens. Use consistent naming so employees can find the correct property. - **PMS Connect** determines how the property works with its connected PMS. Select the correct connection before saving. - **Main Contact Person** details should be kept current because they are used when the property needs to be contacted. ## Business Details | Field text | Required | Description | | --- | --- | --- | | Business Structure Type | No | Optional legal or organizational structure. | | Business Register Name | No | Optional registered business name. | | Register State | No | Optional state where the business is registered. | | Federal EIN Number | No | Optional federal employer identification number. Enter numbers only, without decimals, and use no more than 10 characters. | [![Screenshot 2026-09-17 at 10.10.15 AM.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-at-10-10-15-am.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-at-10-10-15-am.png) ## Important Checks Before Saving Complete every required field before saving. The application checks duplicate values and displays a message when a value is already used by another property in the same company. | Field | Requirement | | --- | --- | | Property Name | Required and unique within the company | | Prefix | Required and unique within the company | | Property ID | Optional, but must be unique within the company when entered | | Federal EIN Number | Optional, but must be unique within the company when entered | If a duplicate message appears, search the property list first and correct the value or edit the existing property instead of creating a duplicate. ## How Administrators Use Property Registration 1. Open the Property Registration page and select **Add**. 2. Complete **Basic Details**, using a clear property name and the correct company, brand, contact information, and PMS connection. 3. Complete **Business Details** when the property's legal or registration information is available. 4. Review the details, especially Property Name, Property ID, Prefix, PMS Connect, and contact information. 5. Save the property. The Property Code is created automatically. 6. Configure the property's location, timing, charges, taxes, rooms, and policies from the related property configuration pages. 7. Assign the property to the employees who need to work with it. 8. Edit the property when contact details, branding, PMS connection, or business information changes. Avoid creating a second property for the same location. ## How Employees Use a Property Employees normally do not create properties. An administrator assigns one or more properties to their employee profile. - Select the assigned property when opening a property-based task or screen. - Check the property name before adding reservations, tasks, room information, inventory, housekeeping work, reports, or other transactions. - Use only the properties available in the employee's assignment list. - Contact an administrator when the required property is missing, has the wrong name, or shows as Inactive. - Employees should not change the Property Name, Prefix, PMS Connect, or status unless they have administrator permission. The selected property connects daily work across reservations, rooms, employees, tasks, inventory, housekeeping, reports, integrations, and other operational areas. Using the wrong property can place work, reports, or configuration under the wrong location. ## Active and Inactive Properties The Add form does not contain a status field. New properties are Active by default. Administrators manage status from the Property list through the Status switch. ### What the status means - **Active**: the property can be selected and used by workflows that require an available property. - **Inactive**: the property remains stored for history and existing references, but should not be offered for new operational work. - Inactive is a soft status, not deletion. Do not remove the record merely to disable it because many modules retain references to the property. ### How status is reflected in the project The Property list displays and edits the status using the Status switch. Employees can work only with properties that are Active and assigned to them. Historical reports and administrative screens may show Inactive properties when history is required, but the status should be clearly visible. ### Recommended status change flow 1. Open the Property list and find the property. 2. Switch the status to Inactive when the property should no longer receive new operational work. 3. Tell affected employees that the property is no longer available for new work. 4. Keep existing rooms, employees, reservations, reports, and history intact. 5. Switch the property back to Active only after confirming it is ready for operational use. [![Screenshot 2026-09-17 at 10.16.28 AM.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-17-at-10-16-28-am.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/screenshot-2026-09-17-at-10-16-28-am.png) ## Related Configuration Forms Property Registration stores the main property information. After saving, administrators can complete Location, Charge Configuration, Timing, Room Configuration, Tax, Policy, and PMS Connect setup. Employees use the completed property record in their assigned operational screens.

Step	Action	Example
1	Select Property	Quality Inn and Conference Center
2	Select Type	Employee
3	Set Date Range if available	01-Jan-2026 → 31-Dec-2026
4	Select Reset if required	Every Year
5	Enter Start Number	`1`
6	Enter Number to Series	`100`
7	Enter Prefix	`EMP`
8	Select an Element	Current Year (20XX)
9	Click +	Adds the element
10	Drag elements into the required order	Prefix → Separator → Property → Number → Year
11	Check Preview	`EMP-QICC0012026`
12	Click Save	Sequence created