Users

Key Features

• Users List:
  • Displays a comprehensive list of all registered users in the workspace.
  • Each user entry provides key details:
    • User Identifier: Often an initial or avatar representing the user.
    • User Details: The user's name and associated email address.
    • Assigned Properties: Indicates if the user has specific properties assigned to them, allowing for granular access control.
    • Role: The user's assigned role within the system, which dictates their permissions and access levels.
    • Actions Menu: An ellipsis menu (...) provides options for user-specific actions such as editing user details, changing roles, assigning properties, or removing the user.
• Add User Functionality:
  • A prominent "+ Add user" button is available for administrators to provision new user accounts. Clicking this button typically initiates a workflow for entering new user information and setting initial permissions.

User Roles and Permissions

The system supports the following user roles, each with predefined access levels:

• Admin:

  • Access: Full access to all features and data within the portal.
  • Permissions: Can view, create, update, and delete any data. Can manage all settings, users, properties, policies, payment gateways, and channels.
  • Use Case: Ideal for owners, senior managers, or IT administrators who require complete control over the application.

• Staff:

  • Access: Limited access, primarily focused on front-desk operations.
  • Permissions: Can access and manage features relevant to guest check-ins/check-outs, booking inquiries, and guest interactions. Typically cannot modify core property settings, financial reports, user roles, or payment gateway configurations. Specific permissions for viewing guest details and booking status.
  • Use Case: Suitable for front-desk personnel, receptionists, or property managers responsible for daily operations.

• Viewer:

  • Access: Read-only access to the portal.
  • Permissions: Can access and view all data and reports within the portal but has no permission to update, create, or delete any data.
  • Use Case: Ideal for stakeholders who need to monitor performance (e.g., investors, auditors) or for team members who require insights without the ability to alter system data.

How to Use

1. Navigate to the "Settings" section from the sidebar.
2. Click on the "Users" tab to view the list of existing users.
3. To add a new user: Click the "+ Add user" button. You will likely be prompted to enter the new user's name, email, and assign an initial role.
4. To manage an existing user: Locate the user in the list and click the ellipsis menu (...) next to their entry. This will present options to:
   • Edit their personal details.
   • Change their assigned role.
   • Assign or unassign specific holiday properties they can manage.
   • Remove the user from the workspace.
5. Regularly review the user list to ensure that access permissions are current and appropriate for all team members.