Roles

Naturally certain people inside your agency don’t need to have access to the full functionality of Inseanq to successfully complete their tasks, therefore you may need to assign them a specific role and manage their level of access to the system features and modules.

Roles module (Pro feature) is a constructor where you can create, delete or edit a role with a customized level of access. The majority of modules have three levels of permissions: View (under this access a user can view the information inside the module but is not able to perform any actions), Hide (this module will be invisible under this setting), Edit (module’s functionality will be available without limitations).

Create a new role

Open Roles tab, click Add role button and fill in required information in the pop-up:

For example, let's configure the role for Content manager whose main tasks are maintaining availability integration and updating product/trip details:

! Please pay close attention to the configuration of access to the Option/Bookings module. You'll notice two distinct constructor items: 'Assigned Options/Bookings' (which also includes corresponding guest forms, transactions, booking requests, and waiting list requests) and 'Other Options/Bookings'. The variance in access is based on particular user's assignment to the specific entity. For instance, 'Edit' access for 'Assigned Options/Bookings' and 'Hide' access for 'Other Options/Bookings' implies that user with such role are only able to view and edit entities assigned to them.

Edit a role

You can edit the role if needed by clicking the pencil icon in the top header. You can also edit access permission to the particular module directly in the table: hover the mouse and the pencil icon will appear.

Assign a role

You will find a 'Users' tab in the left navigation bar. Here you can edit their essential information, change the Role to limit the system permissions, delete them or edit a new one if required. 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'.

Delete a role

You can delete the role if needed by clicking the pencil icon in the top header. Select Delete.

Tip: you are not able to delete the role connected to active users. Change users role first and then proceed with deleting of the required role.