Creating User Levels
Creating different access levels for the system may be necessary to protect certain sensitive information and to enable higher management to have an overall access to the system. Levels are also used to limit what is displayed to a certain user when they log in into the account. Our first step will be to create those User Levels; once that is done we will need to assign each user to their respective level.
In the Admin Settings, click on the blue link User Levels under section Users:
Your system comes with two defaulted common access levels, Frontdesk and All Access that reflect concierges access and managers type of access:
Start by defining your manager's access by clicking on the blue link Edit on the right side of the panel:
Select all of the areas that you want accessible for the User Level you are editing:
The tags next to the check boxes refer to the tabs that appear on the top of your Tape Chart:
To add a User Level, click on the blue button Add a New User Level:
Give a name for the new User Level and check all the applicable boxes. When done, click on the blue button Save Changes:
Edit Permissions for a User Level
Now that you have created your User Levels, you can go more in depth and edit access permissions.
In the User Level List, click on the blue link Permissions:
Select all the actions you want to enable for users in that level, by checking the boxes next to each tag. The latter describes the kind of action you can enable/disable:
Once done, click on the blue button Save Changes at the bottom of the page:
You can also duplicate a User Level, if you need to create a similar one to the level you just edited: simply click on the blue button Save and Duplicate User Level.
To delete User Levels, select the box on the left hand side of any level you wish to erase, and click on the blue button Delete Selected User Levels:
User Creation
It is currently not possible to create users directly within your account: if you wish to create a new user, please contact our Support Team at help@frontdeskanywhere.com
Apply User Levels
All of your system users appear in the Users list. In the Admin Settings, click on the blue link Users under section Users.
You will see a list of all the currently created users: click on blue link Edit on the right hand side of any user:
As mentioned above, it is currently not possible to create a user directly from your account, and for this reason, the name, last name and username of each user is not editable; if you need to make any amendments to those fields, please contact our Support Team at support@frontdeskanywhere.com. Select the right access level by using the scroll down menu next to the tag User Type:
Choose the default view for the user, by selecting a choice from the drop down menu next to the tag Default View:
Click on the blue link Save User at the bottom of the screen, when finished:
FAQ's:
What are User Levels
How can I change what my agents can do
How can I change what my users see
If I have a Super Admin, what access can I restrict
Can I give View Only access to any part of the system
Why can my Front Desk Agents not see all of the rooms on the Tape Chart
Why can I not delete a user
Why can I not change my username
Where can I change what my Frontdesk agents can see?
Can I just have employees view only?
How do I allow my Housekeeping staff to only see Housekeeping?
What are permissions?
How do I change permissions?
Where can I change permissions?
How do I limit reporting access for a user?
How do I limit access to a user?
How do I set limits to a user?
How do I set limits to user access?
How do I limit admin access for employees?
How do I block access to reports for frontdesk users?
How do I create a new user permission level?
Can I set different permissions for different users?
How can I set my frontdesk user to only have access to the front desk?
How can I set my housekeeper to only have access to housekeeping?
Is it possible to limit the access for just some of my users?
How can I get permission to edit my users?