Managing Users and Permissions

Navigating user management in Resiada? You're in the right place! Here's a straightforward guide to help you add team members, assign roles, and set permissions seamlessly. Let’s dive in!

Accessing User Management

Log in and Head to User Management:

• Click on your avatar in the top right corner.

• Select 'User Management' from the dropdown.

  Please note that you need user management permissions to create and manage users for your account.

Key Functionalities at a Glance

• User Management Section: Add new users and search existing ones here.
• Permission Overview Panel: View and manage user permissions in a table format.

Understanding Permission Overview

• Initial View: If you're a new user, the 'Permission Overview' will be empty. Start by adding team members.
• Existing Account: If you're part of an existing account with user management rights, you'll see all users on the account and their permission levels.

Adding a New User: Easy Steps

1. Click 'Add New' found in the Users section.
2. Enter User Contact Info: Fill in the name, email, phone, and optional photo.
3. Click 'Save and Add'. An invitation email will automatically be sent to the new user to join your account.

Disabling a User: When Needed

1. Find the User: Search for the user in the Users section.
2. Click on the user's profile and then click 'Disable User' at the top right corner.

Resetting Passwords: Quick Fix for Forgotten Passwords

1. Find the User: Search for the user in the Users section.
2. Click on the user's profile and then click 'Reset Password'. They'll get an email prompt.

Assigning Permissions: Empowering Your Team

• Global Permissions: Set permissions for the account level. In most cases, this is your core team.
  1. Find the user.
  2. Under 'Global Permissions', check on the box of permissions to apply or choose from the drop down menu to apply a predefined group of permissions, ie. Support, Admin, Planner.
  3. Click 'Save Permissions'

• Event Permissions: Set permissions for specific events. This is given to somone working on a specific event, like temporary staff or external partners requiring specific event access.
  1. Same steps as above, but under 'Event Permissions'.

Note: Global permissions override event-level permissions. Permissions with blue switches are inhertied from the global permissions and cannot be overwritten. Permissions with green switches are set at the event level. For a more in depth explanation on permissions: Understanding Global vs. Event Permissions in Resiada

In Depth: Permissions

In Resiada, managing user permissions is crucial for maintaining the right balance of access and control within your organization. Here's a detailed explanation of the individual permissions and permission groups available:

Individual Permissions

1. Reservations
   • View: Allows a user to view all reservations in an event but not make changes.
   • Edit: Enables a user to view and edit all reservations in an event.
2. Payment Override
   • Allows processing of transactions for reservations with the flexibility to select any payment types set up for the event.
3. Reports
   • Planner: View all reports except Processing Fee Summary and Profit/Loss Summary.
   • Executive: Access to all reports, including Processing Fee Summary and Profit/Loss Summary.
   • Shareable: Ability to share and schedule reports externally via email.
   • Admin: View the list of reports scheduled for an event.
4. User Management
   • Grants access to the user management page, allowing the user to manage other users' permissions.
5. Event Management
   • Essential for accessing and managing events, including viewing and editing reservations.
6. Rooming List Management
   • Enables viewing and managing rooming lists sent to contracted hotels

Permission Groups

For ease of use, Resiada offers predefined permission groups that bundle various permissions together. This makes it quicker to assign a set of permissions to a user. The available groups are:

1. Admin
   • Grants all user permissions. This is the highest level of access.
2. Planner
   • Includes permissions for viewing and editing reservations, planner and shareable reports, user management, and rooming list management.
3. Support

   • Provides the ability to view and edit reservations.

     By understanding and utilizing these permissions and groups, you can efficiently manage access rights within your organization, ensuring each team member has the appropriate level of access to perform their roles effectively.

Adjusting Permissions: Keep Up with Changes

1. Open 'User Management' and select a user.
2. Modify Permissions: Check or uncheck boxes under global or event permissions.
3. Click 'Save Permissions'.

Takeaways

• User Management is Integral: It ensures the right people have the right access.
• Flexibility: Adjust permissions as your team's roles evolve.
• Security: Regularly review and update user access for optimal security.

Now that you're equipped with this knowledge, managing users and permissions in Resiada should be a breeze. Remember, a well-organized user management system is key to a smooth, efficient workflow. Happy managing!