Staff and roles

Sharing the owner’s password with everyone is how mistakes happen and nobody knows who made them. Each person should have their own login with only the screens they need. Hotel Alberto has two staff members: Giulia, the receptionist, gets Front desk (reservations, planner, guests, messages), and Marco, the housekeeper, gets Housekeeping, which shows him the room-cleaning board and nothing else.

Hands-on

1. Go to Settings › Staff accounts and click Add staff account.
2. Fill in First name, Last name and Email.
3. In Permissions, pick Front desk for Giulia.
4. Under How to set the password, pick I’ll set it now and type a password. Hand it to Giulia in person. The other option, User sets it on first login, emails her an invitation instead.
5. Click Save, then repeat for Marco with Housekeeping only.
6. The list shows each person with their permissions.

See the effect

Giulia logs in and gets the full front-desk menu: Dashboard, Availability & Rates, Planner, Reservations and Messages. Marco logs in and sees only the Dashboard and the Housekeeping board, with rooms 101–104 and 201–202. In Housekeeping he uses that board on his phone to mark rooms clean after check-out.