Manage Users

From the Property dashboard, you can add and maintain users for your hotel using the Manage User menu.

In this topic

Create a property user

Search for users

Edit a user

Delete a user

 

Create a property user

To add a new user, follow the steps below:

Step

Action

1

Click the Manage Users link from your Property dashboard.

2

Click the Add New button. The Manager Users Information screen appears.

3

Complete the following fields:

Field Description
Email Address Enter the users email address. This will be used as username for login.
Last Name Enter the users last name.
First Name Optional - Enter the users first name.
MI Optional - Enter the users middle name or initial.
Password Enter the users login password.

Note:  The password:

  • must be at least 8 characters

  • must be alphanumeric (at least one alpha and at least one numeric character)

  • is case sensitive

  • cannot contain any special characters such as #, &, * etc

Confirm Password
User’s Language Set to English.
Time Zone Select the users time zone from the drop-down list.

4

In the User Roles  part of the screen, check the box next to the user role you want to associate to the user.

Note:  The list of user roles is limited to those you are authorized to assign. For more information see User roles definition.

5

From the Starting Menu drop-down list, select the starting menu for this user.

Note:  The starting menu chosen will be expanded in the vertical menu bar when the user first goes into the system.

6

From the Starting Screen drop-down list, select the screen that will appear in the dashboard area when this user logs in.

7

Click the Save button to save the user data and roles.

8

In the Add Voice Channel/Add a Report Group/Add a Property/Add a Chain drop down, select the Add a Property option.

9

Click the Click to Select magnifying glass icon.

10

Complete the following steps, in the Select Listing pop-up window:

Step

Action

1

Enter the name of the property you want to associate with this user in the Search field.

2

Click the Go button.

3

In the search result list, select the radio button next to the property name you want to associate with this user.

4

Click the OK button.

11

Click the Save button to add the selected property to the user.

12

Click the property name at the top of the screen to return to the Property dashboard.

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Search for users

From the Manage Users screen, there are two different options you can use to search for users.

If you want to

Then

Search by user role

Step

Action

1

Select the Role Search checkbox. The list of user roles appears.

2

Check the box next to the user role you want displayed.

3

Click the Role Search button.
Search by user name

Step

Action

1

Enter the users first, last or partial name in the Name/Email Search field.

2

Press the Enter key on your keyboard.
Search by email address

Step

Action

1

Enter the users email address (complete or partial) in the Name/Email Search field.

2

Press the Enter key on your keyboard.

 

Note:  You can sort your users list by full name or email address and either ascending or descending by clicking the appropriate column heading.

 

Caution: Using Manage Users at property level, you can only search for and manage users created at that specific property level.

 

Tip:  The default display screen is configured to show only active users. To include inactive users, select the Include Inactive checkbox at any time during your search. Inactive users will be listed after active users.

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Edit a user

To edit a user, follow the steps below:

Step

Action

1

Click the Manage Users link from your Property dashboard.

2

Click the Edit link next to the user you are going to change.

3

When the Manager Users Edit screen appears:

If you want to

Then

Update user information Enter the new data in the appropriate field.
Edit user roles

Select or clear the appropriate user role check boxes in the list you are provided.

4

Click the Save button to save any changes to the user.

5

Click the property name at the top of the screen to return to the Property dashboard.

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Delete a user

To delete a user, click the Inactivate link to the right of the user name.

Note:  To view inactive users, click the Include Inactive checkbox.

If you need to reactivate a user, click on the Activate link to the right of the user name.

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Related topics

User roles definitions

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