---
title: User Roles in the Fidelity Platform
description: In this article, you will learn about the different roles and permissions available in Fidelity, helping you assign the right profile to each member of your hotel staff.
---

[Skip to content](https://soporte.myhotel.cl/en/base-conocimientos/qué-pregunta-user-roles-in-the-fidelity-platform-tu-artículo#main-content)

- [English](https://soporte.myhotel.cl/en/base-conocimientos/qu%C3%A9-pregunta-user-roles-in-the-fidelity-platform-tu-art%C3%ADculo)
- [Español](https://soporte.myhotel.cl/es/base-conocimientos/roles-de-usuario-en-la-plataforma-fidelity)
- [Português - Brasil](https://soporte.myhotel.cl/pt-br/base-conocimientos/funções-de-usuário-na-plataforma-fidelity)

English

Show submenu for translations

![](https://soporte.myhotel.cl/hs-fs/hubfs/Logo%20myhotel%20a%20color.png?width=399&height=100&name=Logo%20myhotel%20a%20color.png)

- Products
  
  Show submenu for Products

    - [Guest Satisfaction Surveys](https://www.myhotel.cl/en/guest-satisfaction-surveys-for-hotels/)
    - [Online Reputation Management](https://www.myhotel.cl/en/hotel-reputation-management/)
    - [Auto Case Management](https://www.myhotel.cl/en/auto-case-management-for-hotels/)
    - [Virtual Assistant](https://www.myhotel.cl/en/ai-virtual-assistant-for-hotels/)
- Company
  
  Show submenu for Company

    - [About Us](https://www.myhotel.cl/en/about-us/)
    - [Succes Stories](https://www.myhotel.cl/en/clients/)
    - [Referral Program](https://www.myhotel.cl/en/referral-program/)
    - [Partnerships](https://www.myhotel.cl/en/partnership-en/)
    - [Work with us](https://www.myhotel.cl/en/jobs/)
- Resources
  
  Show submenu for Resources

    - [eBooks](https://www.myhotel.cl/en/ebooks/)
- [Blog](https://www.myhotel.cl/en/blog-3/)

Open main navigation

Close main navigation

- Products
  
  Show submenu for Products

    - [Guest Satisfaction Surveys](https://www.myhotel.cl/en/guest-satisfaction-surveys-for-hotels/)
    - [Online Reputation Management](https://www.myhotel.cl/en/hotel-reputation-management/)
    - [Auto Case Management](https://www.myhotel.cl/en/auto-case-management-for-hotels/)
    - [Virtual Assistant](https://www.myhotel.cl/en/ai-virtual-assistant-for-hotels/)
- Company
  
  Show submenu for Company

    - [About Us](https://www.myhotel.cl/en/about-us/)
    - [Succes Stories](https://www.myhotel.cl/en/clients/)
    - [Referral Program](https://www.myhotel.cl/en/referral-program/)
    - [Partnerships](https://www.myhotel.cl/en/partnership-en/)
    - [Work with us](https://www.myhotel.cl/en/jobs/)
- Resources
  
  Show submenu for Resources

    - [eBooks](https://www.myhotel.cl/en/ebooks/)
- [Blog](https://www.myhotel.cl/en/blog-3/)
- - [English](https://soporte.myhotel.cl/en/base-conocimientos/qu%C3%A9-pregunta-user-roles-in-the-fidelity-platform-tu-art%C3%ADculo)
    - [Español](https://soporte.myhotel.cl/es/base-conocimientos/roles-de-usuario-en-la-plataforma-fidelity)
    - [Português - Brasil](https://soporte.myhotel.cl/pt-br/base-conocimientos/funções-de-usuário-na-plataforma-fidelity)

  English
  
  Show submenu for translations
- [Go to my account](https://fidelity.myhotel.cl/login)

[Go to my account](https://fidelity.myhotel.cl/login)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://soporte.myhotel.cl/en/base-conocimientos?hsLang=en)
2. [Manuals and Articles](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en)
3. [Users and alerts](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#users-and-alerts)

# User Roles in the Fidelity Platform

## In this article, you will learn about the different roles and permissions available in Fidelity, helping you assign the right profile to each member of your hotel staff.

Only users with the Administrator role can edit the roles of other users.

[👤 How to manage my hotel's users](https://soporte.myhotel.cl/en/base-conocimientos/c%C3%B3mo-gestionar-los-usuario-de-mi-hotel-s%C3%B3lo-para-usuarios-administadores-1)

 

In the Fidelity platform, every user is assigned a specific role. This role determines which sections they can access and the actions they can perform within the system. Understanding these differences will help you set up access correctly for each new user.

#### Overview of Available Roles:

- **Administrator:** The profile with the highest level of permissions. An administrator can create, edit, and deactivate users, configure smart responses, delete satisfaction surveys, adjust direct OTAs and the competitive set, among other advanced settings.
- **Coordinator:** Has the necessary permissions to respond to reviews, contact guests who completed surveys, export information as PDF files, and download reports.
- **Manager:** Can view information across modules, respond to reviews, contact guests who completed surveys, and download reports.
- **Analyst:** Allows users to consult information across all modules and download reports, without editing or case management capabilities.
- **Consultant:** Can view information across modules but cannot perform other actions within the platform. This role is specifically recommended for users or external tools integrating via the public API.
- **Financial:** Has exclusive access to the Billing section to check invoices and payment statuses. Recommended for the hotel's accounting and finance teams.

 

![](https://soporte.myhotel.cl/hs-fs/hubfs/image-png-Aug-07-2026-10-25-22-9361-PM.png?width=670&height=321&name=image-png-Aug-07-2026-10-25-22-9361-PM.png)

 

Suggested Roles by Hotel Position:

| **Role / Department** | **Main Function** | **Suggested Role** |
| --- | --- | --- |
| Front Desk / Guest Experience | Contact guests and manage cases (without managing users). | **Manager** |
| Revenue / Analytics | Access data, export information, and download reports. | **Analyst** |
| Finance / Accounting | View invoices, contracts, and payment statuses. | **Financial** |
| External Consultants / Agencies | Access data for public API integrations. | **Consultant** |

 

Now that you understand the features and permissions of each role, we invite you to complete this checklist to verify your account setup:

- \[ \] **Control Administrator access:** Count how many people are assigned the Administrator role and limit this access to only 1 or 2 trusted team members.
- \[ \] **Verify assigned roles:** Open the user list and confirm that no user retains a role higher or different than what they should have.
- \[ \] **Update active users:** Check that all active users are still currently working at the hotel. Deactivate accounts for former employees immediately.
- \[ \] **Validate duties and roles:** Cross-check each person's assigned role with their actual job function, using the suggested roles table as a reference.
- \[ \] **Review external access:** Confirm that any external agencies or consultants with access to the platform are still active and working with your hotel.
- \[ \] **Validate key permissions:** Review who has permissions to download reports and attachments, as well as who is authorized to respond on OTAs or contact guests.

 

- [Manuals and Articles](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#main-content)

    - [Users and alerts](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#users-and-alerts)
    - [Online](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#online)
    - [Surveys](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#surveys)
    - [Desk](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#desk)
    - [Sentiment (Semantic)](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#sentiment-semantic)
    - [🤖 Concierge](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#concierge)
    - [API](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#api)
    - [🎓 Trainings and sessions](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#trainings-and-sessions)
    - [Platform operation](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#platform-operation)
    - [Policies and protocols](https://soporte.myhotel.cl/en/base-conocimientos/manuals-and-articles?hsLang=en#policies-and-protocols)
- [Fidelity Glossary](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#main-content)

    - [A](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#a)
    - [C](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#c)
    - [D](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#d)
    - [E](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#e)
    - [F](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#f)
    - [G](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#g)
    - [I](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#i)
    - [M](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#m)
    - [N](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#n)
    - [O](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#o)
    - [P](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#p)
    - [R](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#r)
    - [S](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#s)
    - [T](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#t)
    - [U](https://soporte.myhotel.cl/en/base-conocimientos/fidelity-glossary?hsLang=en#u)
- [Templates](https://soporte.myhotel.cl/en/base-conocimientos/templates?hsLang=en)
- [Guides](https://soporte.myhotel.cl/en/base-conocimientos/guides?hsLang=en#main-content)

    - [Digital Marketing for hotels](https://soporte.myhotel.cl/en/base-conocimientos/guides?hsLang=en#digital-marketing-for-hotels)
    - [Reputation and Guest Experience](https://soporte.myhotel.cl/en/base-conocimientos/guides?hsLang=en#reputation-and-guest-experience)
    - [Hotel Management and Operations](https://soporte.myhotel.cl/en/base-conocimientos/guides?hsLang=en#hotel-management-and-operations)
- [Finance](https://soporte.myhotel.cl/en/base-conocimientos/finance?hsLang=en#main-content)

    - [🤔 Frequently Asked Questions (FAQ)](https://soporte.myhotel.cl/en/base-conocimientos/finance?hsLang=en#frequently-asked-questions-faq)
    - [📚 Manuals](https://soporte.myhotel.cl/en/base-conocimientos/finance?hsLang=en#manuals)

[![Chill listening crop-3](https://soporte.myhotel.cl/hs-fs/hubfs/logotipo-myhotel@2x.png?width=100&height=45&name=logotipo-myhotel@2x.png "Chill listening crop-3")](http://myhotel.cl)

Help Center

Copyright © 2026, myHotel