You will find a 'Users' tab in the left navigation bar. Users section provides you with access to the list of current users. Here you can edit their essential information, delete them, or add a new one if required, and change notification settings.
Adding a new user
Open Users tab, click Add user button, and fill in the required information in the pop-up:
Enter first name and last name
Enter email address
Enter phone number
Enter password
Reconfirm password
Role
Turn on / off notifications radio button if you would like this user to receive system notifications accordingly
Enable Allow user notifications only if you want to receive notifications related only to assigned options/bookings
Role can't be changed for the Primary user
Editing a user
To modify a user click the triple dot symbol to the right of the user and click 'edit' (or simply click on the user name in the list) and a pop-up with user details will open. Update the details as needed and click 'Save'.
Deleting a user
To delete the user use three dots symbols on the right and click Delete. It's not possible to delete Primary user (you will need to select another Primary user prior to it).
Primary user
By default, the primary user is the first user created during registration of your agency account, who is considered the administrator of your account accordingly. You can change the primary user via the three dots menu in the list of users. The primary user is marked with a star icon.
Manage notifications receiving
You can customize which notifications each user of your team receives.
Click on a required User
Make sure Allow system notifications is enabled.
Select the notification types the user should receive:
New option notifications
Option/booking status change notifications
Option/booking cancellation notifications
Payment notifications
Payment notification reminders
Guest form notifications
Guest form notification reminders
Waiting list notifications
Booking request notifications
Tip: You won’t be able to save changes in the Add/Edit User modal if “Allow system notifications” is enabled and no notification types are selected. Also, individual notification settings won’t be available if you receive all notifications via the consolidated email.