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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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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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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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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