Instructions
Add a User
Navigate to Settings > Users and Groups > Users
Click on the Add User Button
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Click on 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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After entering the username and password click on the Save button. (Depending on the user's role, creating Login Details may be optional). Username, Password, and Confirm Password are required fields. After entering the username and password click on the Save button
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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
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use 8 or more characters with a mix of letters, numbers &
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symbols.
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The “User User is Protected switch” is enabled as by default. This is to prevent accidental changes to be made regarding the username or password.
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Edit a User
To Edit a user click on the Pencil Icon
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To Disable a user, turn the Enabled toggle switch off and select the Save button to confirm it.
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Uploads (Optional)
Uploads allow you to attach files (staff and agents). Limited to images and documents.
a) Click on the Drag and drop a file from your PC or click on the “choose or drop a file to upload” to add the image/document.
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b) Add a Label Description for the file (optional) and you must choose a document type from the drop-down list (mandatory). Click on the Save Button to proceed.
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c) The File will now appear in the section below.
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d) You can Edit the label and Document Type by clicking on the Pencil Icon.
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e) You can Disable the file by turning the ‘enabled’ toggle switch off. (what are the implications if you disable this??)
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f) You can Delete the file by clicking on the Trash Can Icon.
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g) If the user has many files uploaded you can filter to show only specific types
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Advanced
Click on the Advanced tab to view and manage the contact details, personal info and membership of the User.
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, 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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