How to add a new user and assign permissions

Use this workflow to create a new user profile, assign hotel access, and configure permissions to ensure team members have the correct level of access.

Before you begin...

• Requires "Account Administrator" or "Hotel Administrator" permissions.
• Have the new user's email address and job title ready.

1. Access the User Management Screen

1. Hover over the Username Menu (top right corner).
2. Select Users.
3. Click the Create New User button in the upper-right corner of the page.
   

2. Enter Basic User Information

1. Click Create New User.
2. Enter the First Name, Last Name, Email Address, and Job Title.
3. Create a unique Username (recommended format: firstname.lastname).
4. Select the User Type (e.g., General Manager, Department Manager) to set default permissions.
5. Set the correct Time Zone.
6. Click Save & Next Step.

3. Assign Hotel Access

1. Click the Add icon  next to each hotel the user needs to access.
2. Click Save & Next Step.

4. Set Permissions & Invite

1. Review the default permissions based on the User Type selected.
2. Adjust specific permissions (e.g., "See Wages," "Edit Settings") if necessary.
3. Click Save & Next or Finish.
4. On the User Viewer page, click Send Invitation to email the user their login credentials.

The Result

• Success: The user will appear in the User Explorer list and receive an email with a link to set their password.

If this fails...

Note: If the username is already taken, try adding a number or middle initial.