Table of Contents

1. Overview

As a CTN Extranet Manager, you oversee one or more sub-agents and the companies/properties they operate. Your job is to configure access, maintain pricing/availability rules, manage blackouts, and keep inventory and rate seasons accurate—without needing multiple logins.

2. Role & Permissions (Manager vs Sub‑Agent)

Managers can manage assignments and operational configuration for the scope they are responsible for. Sub‑agents primarily manage rates and availability for the companies/properties assigned to them. Super Admin/Admin retain full access across all companies and users.

3. Getting Started

Log in at the Extranet URL with your email and password. After login, confirm your name/role in the header. If you cannot see any companies, contact Admin to confirm your manager assignments.

4. Manager Dashboard Navigation

Common pages you will use:
• My Properties — view companies, properties, room types; open rate management.
• Manage Assignments — assign companies/properties to sub‑agents.
• Manage Manager ↔ Sub‑Agents — claim/assign sub‑agents under your management.
• Imports — bulk import companies, properties, rooms, seasons (if enabled).

5. Assigning Sub‑Agents to Your Management

Use the Manager/Sub‑Agent assignment page to:
1) Select your manager profile (or it will pre‑select you).
2) Review sub‑agents already assigned to you.
3) Add unassigned sub‑agents to your list.
4) Save changes.
Note: Sub‑agents managed by you define your operational scope for dropdowns and actions.

6. Assigning Companies & Properties to Sub‑Agents

On the assignments screen:
• Companies section: check a company to assign all its properties to the sub‑agent.
• Resorts/Properties section: expand a company ( + ) and select specific resorts.
Rules:
• Assignments are additive; previous selections remain unless unchecked.
• Avoid duplicates by using INSERT IGNORE / upserts (handled in the script).
• A sub‑agent may have a combination of full‑company and selected‑resort assignments.

7. Confirming Scope (What You Should See)

After saving:
• Manager: should see only the companies/properties assigned to sub‑agents you manage (plus any directly assigned to you).
• Sub‑agent: should see only assigned companies/properties.
If lists are empty, confirm assignments exist and the user role is correct.

8. Pricing Rules Overview (Company → Property → Room)

CTN pricing is layered:
1) Company rules: price type (net/retail), discount %, CTN markup %, sub‑agent markdown %.
2) Property rules: inherit company rules or override at the property.
3) Room type overrides: base price and optional per‑room markup/markdown overrides.
Managers typically maintain company/property defaults to minimize per‑room editing.

9. Managing Company Rules

From My Properties:
1) Choose a company in the Company Rules dropdown.
2) Click “Manage Company Rules”.
3) Update: Price Type, Discount %, CTN Markup %, Sub‑Agent Markdown %.
4) Save.
Tip: The modal title shows the company name for clarity.

10. Managing Property Rules

From the Properties table kebab menu:
1) Click “Pricing Rules”.
2) Choose rule source: inherit company OR override property.
3) If overriding: set price type, discount, markup, markdown.
4) Save.
Tip: Modal title includes Company + Property name.

11. Blackouts (Company, Property, Room Type)

Blackouts close selling for a date range.
• Company blackout: closes all properties/rooms for that company.
• Property blackout: closes a single resort.
• Room type blackout: closes only that room type at the resort.

From My Properties:
• Company: click “Blackouts (Company)”.
• Property: use the Property actions menu → “Blackouts (Property)”.
• Room type: use the Room Type actions menu → “Blackouts (Room Type)”.

In the modal:
1) Select Start Date and End Date.
2) Add an optional note/reason.
3) Click Add/Save.
4) To remove, use the Delete/Remove action on the blackout row.

12. Rate Seasons (Room‑Seasons)

Use “Manage Rates” on a room type to maintain seasonal pricing.
Best practice:
• Keep seasons non‑overlapping.
• Ensure start/end dates are correct.
• Verify the price type (net/retail) before saving.
If you change base price, CTN/Agent prices should auto‑recalculate in the UI.

13. Operational Tasks Managers Receive (Not for Sub‑Agents)

Examples:
• Approving new registration requests.
• Validating properties/room types after imports.
• Reviewing blackout conflicts.
• Spot‑checking rate seasons for accuracy.
• Assigning staff access within your scope (if enabled).

14. Troubleshooting

Common issues:
• ‘bootstrap is not defined’ — bootstrap bundle must load before admin JS.
• Empty dropdowns — user not assigned, role mismatch, or manager scope not computed.
• Save failed / JSON parse error — check AJAX endpoint path and redirects; endpoints must return JSON.
• Forbidden: room not assigned — ensure room’s hotel belongs to your accessible scope.

15. Onboarding Checklist

✔ Account created and active
✔ Assigned as Manager (role)
✔ Assigned sub‑agents under management
✔ Confirm company/property scope appears in My Properties + Room Seasons
✔ Company pricing defaults reviewed
✔ Property rules confirmed (inherit/override)
✔ Blackout process tested (add/remove)
✔ Rate season save tested
✔ Import permissions confirmed (if used)
✔ Support contact / escalation path noted

Screenshot Placeholders

Screenshot: Manager dashboard (header + navigation)
Screenshot: Manager ↔ Sub‑Agent assignment screen (assigned vs unassigned)
Screenshot: Company accordion (+ expands to resorts)
Screenshot: Company Rules modal header with Company name
Screenshot: Property Rules modal header with Company + Property name
Screenshot: Blackouts modal (Company / Property / Room Type)
Screenshot: Room Seasons grid (Price Type, Base Price, CTN/Agent auto-calcs, Save)

Onboarding Checklist (Copy/Paste)

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