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How do I delegate access to receptionists or another type of users?

How to create new User Access group and to create new user account?

Updated over 2 months ago

If you have more employees, management, spa area... you need to create a new user account for each user of the system, so that you can monitor the actions of each user in the system at any time through the Change Log.

To add user accounts, go to All Settings > Users

You have the option to create new User access groups, to which you will assign rights. After that, when you create new users, you don't have to assign rights to them individually, but just assign them a user group with already defined rights how to use the system.

Whether you are adding user groups or individual users, adding new option is done by clicking on Add new icon.

How to create new user access group?

To create a new user access group, click on the blue Add access group icon, when the window opens, enter the name of the user access group and define rights in all categories below.

It is possible to limit each system function to any user by selecting one of the options:

  • Hidden (user will not see anything about that feature in their dashboard)

  • View only (user will only view without input/edit/delete option)

  • View and Entry (User can view and add new entries, but cannot change old details or delete existing ones)

  • Full access

How to create user accounts

Once you have created a group, the next step is to create individual users.

To add new user account click on Add user button.

Then in the pop-up window you have options to enter username, user with or without e-mail, which properties (if you have more than one), room types or even room numbers they will have access to .

Also, you can select the type of user

  • Standard user - default type for regular app users, receptionist, managers, apartment owners...

  • Spa user - Only for spa module - this user will have access to spa calendar, not regular calendar

  • Housekeeping user - Only for Housekeeping app - this user types will have access to different app view

  • Supervisor user - Only for Housekeeping app

  • Maintenance user - Only for Housekeeping app

Choose an access group or select the custom access option, and assign rights to each user individually.

By defining user rights, you have full control over the work of your users in the system and you do not have to worry about unpleasant situations that can occur if each user has the same level of access.

The custom access option opens a series of rights that you need to define for the desired user.

When you have finished defining the rights, do not forget to click Save to save the created user.

⚠️Important: Please note that if the Room Settings option is Hidden the user will not be able to select room type or room number in any of the reports later even if they have access to these room types/room numbers.

Also, if calendar setting are hidden from user, that user will not be able to see reservations.

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