Overview
Users & Groups is a feature in ResPax that enables you to 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.
Key Points
Users - Manage user accounts and 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
Users: You can add a user login to allow individuals to access the ResPax System. Users can have different roles, which may include any of those listed below. Once created, these user logins will appear as type-ahead and dropdown options throughout ResPax booking forms and maintenance screens.
Role Definitions
Agent = A User with a username and password who can book online through ResWeb, OBE, and user mappings for RON OTA's.
Staff = Users who handle reservations and maintain tour details.
Operator = A third-party user who has access solely to manage resources for tours they operate.
Crew = Non-reservation staff, such as drivers and guides, who need access to manifests, check-in, and boarding, but do not have permissions to modify bookings and tours.
Public = Used for direct public bookings, associated with websites to display accurate RRP prices and track web-based bookings.
Groups: Users can be assigned to specific groups, each with distinct permissions based on the group's configuration. By default, there are predefined groups, with examples listed below. 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
Lookups: 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.