In a certain group of people towards a goal, there is usually a division of responsibilities and this also happens in the day-to-day of a business in the hosting area. Through our system, you will be able to define for each user in which area the employee acts and thus, you will have screens with options of people compatible with the reality of your business.
Configuring Roles on a User
For each user of your system, you can make edits to the registry and one of the issues is to select the tasks that have participation in your enterprise. If you'd like to edit a user's task, follow the path below:
- Access the Menu [Users & Clients> Users];
- Locate the user in question and click on the "pen" on the right side of the screen;
- Select the [Roles and Permissions] tab;
- Click the gray area next to the word "Jobs";
- Select the Jobs desired for the user;
- Save the changes.
Meaning of each user roles and relationship to the system
Each role on the screen above has a relationship with the system and does not always have a function with more access, ensures that the name is in all areas of the system. It is simple to understand when, for example, a manager can access the board of several sectors, but this does not mean that he performs the tasks of the sector but can only visualize or do monitoring actions. To understand better, here is a brief description of each of the tasks:
bookings / reservations: Indicated to users who make or manage system reservations. The permission allows the user to make some edits to the Reserve, such as editing their business status. Ex: move from "Pre-Reservation" to "Reserve" manually, even without payments being made.
cleaning: Indicated to employees who perform accommodation cleaning. If the user only manages the team, it is not necessary to select the permission.
check_inventory: Indicated for users who upgrade their inventory and system inventory items. They can define, for example, which items should be present or not on the check-in and check-out checklists.
cashing: Indicated for users who have sub cashiers in their Company. This will allow you to do Cash Provisioning for the user, for example through the Receipts and Payments screen.
checkin/out: Indicated to employees who present accommodations to guests when check in and check out. If the user only manages the list of inputs and outputs of the day, without doing field operations, it is not necessary to dial.
maintenance: Indicated to all users who perform Company operational tasks. Such tasks may include the Purchasing sector, administrative assistants and maintenance services in general.
delete_client: Indicated to users who maintain the system guest database. In addition to this task, it is important to check the permissions of this user so that he is able to do this action. We recommend restricting this task to system administrators only.
responsable_apartment_user: Indicated exclusively for the season rental. Activate the permission for the users who are responsible for the relationship with the Owner. From this task, it will be possible to define the person in charge of the property relationship, as well as to leave the collaborator available to receive notification emails in matters related to the Owners that he manages.
I marked all tasks to a user, but he can not access the system. Why?
Mind that the tasks are important to organizing the users in the screens of the system, however what really defines the level of access of the users are the Permissions allocated to the user. Within each Role, there is a set of permissions and this is what defines the user's access profile.
I am a system administrator (sysadmin). Does this mean that I have to mark all the tasks for my user?
It depends on your daily routine. If you are the one who solves everything, it is valid to check all the options. But if you have a larger team and are not an operations manager, you should ideally keep permissions enabled only during the system deployment phase, but then edit to those you actually do.
I work a lot with freelancers or people without system access. Is it possible to keep these people in some operational frameworks?
Yes. To make the employee's name appear in the cleanup, maintenance, or check-in and check-out box, you simply create a user on the system and allocate the related tasks to the system. That would be enough for them to have the name on the operational tables and you could, as administrator of the sector, finalize the issues allocated to their users.