How do I add a new staff user and give a role?
Short answer
Open User, click New User, fill the login info and personal info, tick the properties in Property Access with the Role at each, and click Save.
Steps
- Open Property Setup > User & Access > User and click New User.
- Login Info: User Name, Email, Password, Confirm Password (no spaces; passwords must match).
- Personal Info: Full Name, Mobile, Country are required; the Address section is optional.
- Other Info: leave Apply IP-Restriction ticked only if the user must log in from whitelisted addresses.
- Property Access (last section): tick every property the user may open and choose the Role there (Owner, Administrator, Manager, Desk User, House Keeper or your own). Without the user-modification privilege only your own property is listed.
- Click Save.
Check the result
User added successfully. The new user can log in at once with the user name and password and sees menus allowed by the role.
Common problems
- Invalid E-Mail ID. Fix the address.
- User sees too few menus: change the role or its privileges.
- Staff forgot password: reset it. Locked account: unlock.
- Messages: Configuration messages.