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.
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From the Main menu, click on Settings > Users & Groups > Users
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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 add a user to the system, click the Add User button.
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User Details
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2.) Fill out the basic information required for creating a new user,
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certain fields marked as mandatory.
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This section contains several fields to capture information about the user. Some of these fields are mandatory.:
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The Login Details section becomes available only after the user has been initially saved.
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.
Upon saving the user for the first time, the User ID, First Name, and Last Name are displayed at the top of the interface.
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
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).
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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.
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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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___________________________________________________________________________________________________________________Manage a user
Additional Features
The Upload, Trip History, and Advanced tabs will become accessible once the
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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.
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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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Shows all bookings created by userguest
| Note |
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This feature is coming soon |
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Advanced
Displays additional client information, organized into multiple sections:
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Contact Details (expanded by default): This section includes extra details beyond what’s found in the User Details tab, such as contact numbers, social media links, and emergency contacts.
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Address Details: Displays user address information, with fields dynamically connected to Google Maps for accuracy.
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Personal Information: Contains fields for specific details from users, such as allergies and date of birth. These fields are customizable (refer to Lookups for more details).
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Comments: Includes a single field where comments related to the user can be added. This field can be expanded for easier input.
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Membership: You can enter membership details in this section. Some fields are customizable (refer to Lookups for more information). The "Subscribed" field indicates whether the user wishes to receive updates from Operators regarding system notifications.
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Custom Fields: If extra fields are required for more customize details from users, they are displayed here.
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To edit a user's details in the system, simply click the
pencil icon.
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The advanced section stores details about the agent user or staff user
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