Users

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.

• You can use the search field to find users by Name, Username, or Email.

• Each of the Column Headers can be clicked on to sort by that column in alphabetical or numerical order

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Add a User

To Add a user to the system, click the Add User button.

User Details

• This form contains all the basic information required for creating a new user, with certain fields marked as mandatory.

• This section contains several fields to capture information about the user. Some of these fields are mandatory.

• Once the mandatory fields are filled out click on the Save button.

• The Role drop-down list provides a selection of predefined roles in our system, designed to assign standard permissions across our systems.

• 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.

• While creating login details may be optional, all fields are mandatory to save the credentials. Required information for creating these credentials is provided below the fields.

• The User is enabled by default, to disable the user you must toggle off the Enabled option.

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Manage a user

• The Upload, Trip History, and Advanced tabs will become accessible once the user is saved. The User ID, First Name, and Last Name are displayed at the top of the interface.

Upload

• Upload images (jpg, png, webp) and files (pdf, odt, doc, docx) are acceptable files to be added.

• When the image or file is uploaded another screen pops up to specify the Document Type (mandatory) and Label (optional).

• If the guest has multiple documents, you can filter them by File Description or the type of document uploaded.

• To edit the file, simply click the pencil icon. You can then update the file label, type, or disable it as needed.

• To delete a file, simply click the trash can icon.

Trip History

• Shows all bookings created by user

Advanced

• Displays additional client information, organized into multiple sections:

• 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.

• Address Details: Displays user address information, with fields dynamically connected to Google Maps for accuracy.

• 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).

• Comments: Includes a single field where comments related to the user can be added. This field can be expanded for easier input.

• 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.

• Custom Fields: If extra fields are required for more customize details from users, they are displayed here.

• To edit a user's details in the system, simply click the pencil icon.