This entry provides guidance on how to add new users with administrative privileges to the system. Precisely assigning permissions allows staff members (such as receptionists, customer service agents, or administrators) to access only the functions necessary for their work, thereby increasing data security and operational efficiency.

Main Content

Process of Adding a User

There are two ways to initiate the registration of a new administrator in the system:

Navigate to the Admin users menu point in the left sidebar and select the Add new admin option.
On the Edit admin users page, click the blue Add new user button located at the top of the page.

Entering Details

The following information must be filled in on the pop-up form:

Name: The user's full name.
E-mail address: The system will send the login credentials to this address.
Phone number: This is an optional field.
Base permission: This is where the user's role (e.g., Editor, Admin, Receptionist) is selected.

Checking Roles and Permissions

The system allows for a detailed review of permissions. By clicking on the View roles option, a matrix table appears, showing line by line which functions each role (e.g., receptionist, finance, marketing, admin) can access.

Characteristics of key roles:

Receptionist / Customer Service: Primarily authorized to record and manage bookings. They do not have access to calendar settings or basic institutional settings.
Editor: Has nearly full administrative rights but cannot manage other admin users.
Administrator: Has full access to all system settings, including user management.

Institutional Permissions and Special Options

If multiple institutions belong to the account, access levels can be set individually for each unit for every user.

Special setting options:

Can book from a partner institution: Using the partner module, the user becomes authorized to record bookings for partners.
VIP reservation: It can be set whether the user is allowed to make priority (VIP) reservations.

First Login Process

Upon saving, the system automatically sends an email to the new user. The steps of the process are:

The user receives the access email.
During the first login to the system, after entering the email address, a second email is sent containing a temporary, generated password.
After logging in, the user can change their password under the Settings menu for more secure use.

Tips

Tip: If you want a colleague to have access to all settings but not be able to delete or modify other users, choose the Editor role instead of Admin.

Tip: For password security, it is recommended to set a unique password in the profile settings immediately after the first login.

Summary

New administrators can be registered under the "Admin users" menu point.
Permissions are divided into roles (e.g., receptionist, editor, admin).
Access can be regulated per institution.
The password required for login is automatically generated and sent via email by the system.