Instructions
Add a User
Navigate to Settings > Users and Groups > Users
Click on the Add User Button
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User Details: Fill in the Information below (Note: The fields in red below are required fields).
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Select a Role from the drop-down list. Click here to learn more about the definitions of Roles.
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Assign a User Group to the user by clicking in the User Group drop-down menu. Click here for more information about what a User Group is.
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Login Details
Create a Username, Password, and Confirm Password. These are required fields to complete if you wish to create a login.
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You can disable a user by turning off the Enabled Switch. Ensure you select the Save Button to confirm it.
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Uploads (Optional)
Files can be attached to a User (staff and agents). Limited to images and documents
a) Drag and drop a file from the computers file explorer, or
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b) Click on the Upload file, and choose a file or URL address, and click Open
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c) You can Add a Label for the file (optional). Choose a document type from the list (mandatory)
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Edit Exisiting Users
From the Main Menu - Settings > Users & Groups > Users Click on the Pencil Icon if you wish to edit any changes for existing users.
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Edit or add changes if required. IE. User Group or Role
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Overview
The Users section in the ResPax system contains all users connected to the platform. Each user can be assigned to one role within the system. These roles include Agent, Staff, Operator, Crew, and Public, each serving different functions.
Navigating Users
From the Main menu, click on Settings > Users & Groups > Users
The view features a type-ahead search function, making it especially helpful for quickly navigating through a large list of Users.
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You can use the search field to find users by Name, Username, or Email.
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Each of the Column Headers can be clicked on to sort by that column in alphabetical or numerical order
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To edit a user's details in the system, simply click the
pencil icon.
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Add a User
1.) To add a user to the system, click the Add User button.
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User Details
2.) Fill out the basic information required for creating a new user, certain fields marked as mandatory.
Once the mandatory fields are filled out click on the Save button.
Clicking on the Save Button will enable the Login Details Section to be edited.
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To create/edit the username and password: Turn off the User is Protected toggle switch. (This switch is set as enabled by default to prevent accidental changes to the username or password).
The Username must be at least 6 characters long. Lowercase letters, numbers, underscores, dashes, @ symbol, and periods only.
The Password must use 8 or more characters with a mix of letters, numbers & symbols.
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The User is enabled by default, to disable the user you must toggle off the Enabled option.
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Additional information
The Role drop-down list provides a selection of predefined roles in our system, designed to assign standard permissions across our systems.
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The User Group drop-down list displays all groups that have been created and configured in the Groups section. Assigning a group here will apply the relevant system permissions to the user based on the group's settings.
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Additional Features
The Upload, Trip History, and Advanced tabs will become accessible once the User Details information is saved.
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Uploads
Upload images (jpg, png, webp) and files. (pdf, odt, doc, docx) are acceptable files to be added.
Example - agent uploads their travel agents license
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When the image or file is uploaded another screen pops up to specify the Document Type (mandatory) and Label (optional).
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If the guest has multiple documents, you can filter them by File Description or the type of document uploaded.
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To edit the file, simply click the
pencil icon. You can then update the file label, type, or disable it as needed.
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To delete a file, simply click the
trash can icon.
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Trip History
Shows all bookings created by guest
| Note |
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This feature is coming soon |
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Advanced
The advanced section stores details about the agent user or staff user
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