Partner Hub is designed to get the right information to the right people at your hotel, so RFPs, messages, and rooming lists reach the correct contacts without confusion or delay.
Role types (also called contact types) identify each person’s position on your team and help ensure communications are routed efficiently.
What Are Role Types?
Role types show each person’s position and responsibilities on your team, making it easier to get the right updates to the right people and organize communications efficiently.
Available role types include:
Sales / Marketing
Finance / Revenue
Event Manager
Front Desk Manager
Rooming List Coordinator
Lead Catcher
GSO
Other
Setting Role Types
During onboarding, each new user selects the role type that best represents their position.
Once a type is assigned, it can be updated at any time in your profile settings if responsibilities change. Simply go to the Company Info section, click the Your title dropdown, and select the role that best fits your current responsibilities.
Managing Notifications
Notification preferences are set up during onboarding, but you can update them at any time. Selecting a role type does not automatically determine notifications, as you can choose which updates you want to receive:
RFP/inquiry emails
Rooming list emails
Both
Neither
During onboarding, you can select the notifications that work best for your role and workflow.
To update notifications after onboarding, go to your profile settings to review and adjust your current selections. Turn specific updates on or off as needed.
By managing notifications thoughtfully, you can fine-tune who receives alerts about new inquiries, proposals, contracts, or rooming list updates— helping your team stay aligned and responsive.
Best Practices
Encourage each team member to select the role type that best matches their responsibilities.
Review notification settings during onboarding to prevent gaps.
Adjust notifications as workloads or coverage change.
Periodically review role types and notifications to reflect changes in staffing or workflow.
TL;DR
Role types define each person’s position on your team, not permissions.
Your team can customize notifications to receive only the updates they need.
Assign roles thoughtfully so RFPs, messages, and rooming lists reach the right person.
Updating roles and notifications helps your team stay coordinated and responsive.
By setting up role types carefully and managing notifications effectively, you make sure your team gets the right information at the right time, helping you respond faster and keep your hotel running smoothly!