Manage Users

From the Chain dashboard, use Manage Users to add and maintain users. You can determine if they will have access to an individual property, multiple properties, chain access , or a Voice channel (for call centre module).

In this topic

Add a user

Search for users

Edit a user

Delete a user

Add a user

Follow the steps below to add a new user:

Step

Action

Click the Manage Users link from your Chain dashboard.

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

Complete the following fields:

Field

Description

Email Address

Enter the users email address. This will be used as the username for login.

Last Name

Enter the users last name.

First Name

Optional - Enter the users first name.

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.

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.

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.

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

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

If you want to

Then

Add properties accessible to this user

Step

Action

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

Click the Click to Select magnifying glass icon.

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.

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

Repeat steps 1 to 4 to add another property if applicable.

Add chains accessible to this user

Step	Action
1	In the Add Voice Channel/Add a Report Group/Add a Property/Add a Chain drop down, select the Add a Chain option.
2	Click the Click to Select magnifying glass icon.
3	Select a chain name in the Chain tree.
4	Click the OK button.
5	Click the Save button to add the selected chain to the user.
6	Repeat steps 1 to 5 to add another chain if applicable.

Add a Report group accessible to this user

Step	Action
1	In the Add Voice Channel/Add a Report Group/Add a Property/Add a Chain drop down, select the Add a Report Group option.
2	Click the Click to Select magnifying glass icon.
2	Select a report group name in the Rollups tree.
3	Click the OK button.
4	Click the Save button to add the selected report group to the user.
5	Repeat steps 1 to 4 to add another report group if applicable.

Add a Voice channels accessible to this user

Step	Action
1	In the Add Voice Channel/Add a Report Group/Add a Property/Add a Chain drop down, select the Add Voice Channel option.
2	Select a Voice channel name in the Voice reservations tree.
3	Click the OK button.
4	Click the Save button to add the selected Voice channel to the user.
5	After a Voice channel has been added to a user and saved, an option appears to select a default voice channel chain to the user. Make a selection from Default Voice Channel Chain drop-down menu.
6	Repeat steps 1 to 4 to add another Voice channel if applicable.

Click the chain name at the top of the screen to return to the Chain 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: When using Manage Users at chain level, you can only search for and manage users created at the chain 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

Click the Manage Users link from your Property dashboard.

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

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.
Add a property	See Add properties
Add a chain	See Add chains
Add a Report group	See Add a report group
Add a Voice channel	See Add a Voice channel
Remove a property/chain/report group/voice channel	click the Inactivate radio button to the right of the property/chain/ report group/voice channel name you want to remove.

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

Click the chain name at the top of the screen to return to the Chain 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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