Below is a summary of what defines a User and Groups - To Learn how to Create a user and link them to a group click here
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Overview
Users & Groups is a feature in ResPax that enables you to add/manage user accounts and permissions within the system. You can create and maintain individual user logins, assign permissions to user groups, and control which tours specific users or groups are allowed to access and manage.
Guests are not managed in this section. To view or manage guests, refer to the Guest List section.
The main features are:
Users - Add user accounts and login credentials for agents, staff, crew, the public, and operators within the system.
Groups - Set and manage permissions by creating groups, which can then be assigned to users for streamlined access control.
Lookups- Define specific permissions at the tour level, ensuring users have appropriate access based on their roles.
Definitions - Users and Groups and Lookups
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Users: You can add a user login to allow individuals to access the ResPax System. Users can belong to one of the below 5 roles. Once created, these user logins will appear as type-ahead and dropdown lists options throughout ResPax booking forms and maintenance screens. Role Definitions Agent = user A User with a username and password to who can book online in through ResWeb, OBE, and for user mappings for RON OTA's. |
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Groups: Users can also be assigned to a Group. Groups have different permissions that will differ depending on which group the user is assigned to. The Group list comes with 6 Groups by default. Some examples include the below. You can also create your own group list and customized the permissions as you wish. Front Counter Finance Third Party Operator ResPax Championspecific groups, each with distinct permissions based on the group's configuration. By default, there are 6 predefined groups. These 6 default groups are suggestions only and can be removed. You also have the option to create custom groups and tailor permissions to your needs. Front Counter Third Party Operator Phone Reservation ResPax Champion ResPax Administrator On Site Finance |
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Lookups: These Lookup Groups filter visibility of tours on the Tour List, Permissions at the tour level that determine which groups of users can manage specific tours based on their area or role. These settings are linked to both Tour Codes and Groups, ensuring users have the appropriate access. The lookups are divided into two subcategories: Group Names = Defines the primary user groups. Sub Group Names = Further categorizes users within groups for more granular control. |