Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This article will provide details about each section included in the User Groups and related options.

Table of Contents
stylenone

Anchor
isMissingRequiredParameterstrue
Setup

Note

The permissions applied

...

on this

...

card are still in the development phase.

...

Anchor
isMissingRequiredParameterstrue
Tours

Note

The permissions applied

...

on this

...

card are still in the development phase.

...

Anchor
isMissingRequiredParameterstrue
Tools

  • Lookups - Setting Enabling this option enabled means that allows access to the Settings > Lookups menu will be available for editing(.

Note

The Lookups permission applied on this option is still in the development phase

...

.

  • Third Party Apps- Setting Enabling this option enabled means that the user will have allows access to the /wiki/spaces/HOWTO/pages/1345978375 when menu, where they can manage waivers and other third party apps connected with ResPax.

...

Anchor
isMissingRequiredParameterstrue
Finance

  • Financial Archive - The permissions applied to Enabling this option is still in the development phase.Edit Commission - The permissions applied to this option is still in the development phase.- Edit Other Costs - The permissions applied to this option is still in the development phase.- Edit Other Sell - The permissions applied to this option is still in the development phase.- Apply discount - The permissions applied to this option is allows access to the Tools > Financials > Xero tab, where booking financial statuses can be exported to Xero.

Note

The permission applied for the Edit Commission, Edit Other Costs, Edit Other Sell, and Apply discount options are still in the development phase.

...

  • Edit Archive / Unarchive - Setting Enabling this option enabled means that allows access to the Tools > Financials > Unarchive page will be available for unarchive bookings. This feature was developed in RBE but it is possible to Archive Bookings in our desktop system only. tab, where bookings can be unarchived.

  • Edit GL Codes - Setting Enabling this option enabled means that allows access to the Tools > Financials > GL Codes page will be available for editing tab, where GL Codes applied for Tours and Organisationscan be managed.

  • Edit Financial Settings - Setting Enabling this option enabled means that allows access to the Tools > Financials > Financial Settings page will be available to manage tab, where Merchant Accounts and Payment Gateways can be managed.

  • Edit Payment Options - Setting Enabling this option enabled means that allows access to the Tools > Financials > Financial Settings page will be available to manage Merchant Accounts and Payment GatewaysPayment Options tab, where payment options can be configured based on the role and credit status.

...

Anchor
isMissingRequiredParameterstrue
Bookings

Note

The

...

permission applied for the Can Refund Payments, Show Commission, Show Net Value, and Access All Bookings options are still in the development phase.

...

  • Edit Manual Other Charges - Enabling this option grants access to the Manual Other Charges field in the booking form, allowing to adjust the booking price.

...

Anchor
isMissingRequiredParameterstrue
Connect

...

Anchor
isMissingRequiredParameterstrue
POS

  • Edit POS Locations - Setting Enabling this option enabled means that the user can add/edit a POS location in Tours > Locations > POS Locations.

  • Edit POS Tills - Setting Enabling this option enabled means that the user can add/edit a POS Tills according to the location in Tours > Locations > POS Tills.

  • Enable/Disable POS Tills - Need to clarify Enabling this option prompts users at login to select a location and till.

...

Anchor
isMissingRequiredParameterstrue
Group Membership

  • Group Name - This lookup filter controls the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Group Names.

  • Sub Group Name - This lookup filter provides more granular control over the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Sub Group Names.

  • Select all Group Names - This option is enabled by default, allowing all Group Names to be available for this group. To specify a particular Group Name, disable this option and manually add the desired Group Name in the Group Name field.

  • Select all Sub Group Names - This option is enabled by default, allowing all Sub Group Names to be available for this group. To specify a particular Sub Group Name, disable this option and manually add the desired Sub Group Name in the Sub Group Name field.

...