Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Current »

User Groups are groups created and maintained by a Staff User. Once created, they can be used to assign permissions to users to different menus, pages, tabs and functions within ResPax. The User Group list comes with 6 User Groups by default. Examples may include: Front Counter, Finance, Third Party Operator, ResPax Champion. A Staff User can add new User Groups and edit existing User Groups.

Within User Groups are the permissions the group has access to. The list is extensive and the description of the Permission is included on the page as a guide to assist staff making changes. The permissions are grouped into cards for:

This article will provide details about each section included in the User Groups and related options.

Setup

The permissions applied on this card are still in the development phase.

image-20240625-050819.png

Tours

The permissions applied on this card are still in the development phase.

image-20240625-050952.png

Tools

  • Lookups - Enabling this option allows access to the Settings > Lookups menu will be available for editing.

The Lookups permission applied on this option is still in the development phase.

  • Third Party Apps - Enabling this option allows access to the /wiki/spaces/HOWTO/pages/1345978375 menu, where they can manage waivers and other third party apps connected with ResPax.

image-20240625-051040.png

Finance

  • Financial Archive - Enabling this option allows access to the Tools > Financials > Xero tab, where booking financial statuses can be exported to Xero.

The permission applied for the Edit Commission, Edit Other Costs, Edit Other Sell, and Apply discount options are still in the development phase.

image-20240625-051616.png

Bookings

The permission applied for the Can Refund Payments, Show Commission, Show Net Value, and Access All Bookings options are still in the development phase.

  • Edit Manual Other Charges - Enabling this option grants access to the Manual Other Charges field in the booking form, allowing to adjust the booking price.

image-20241105-060218.png

Connect

image-20240625-055338.png

POS

  • Edit POS Locations - Enabling this option means that the user can add/edit a POS location in Tours > Locations > POS Locations.

  • Edit POS Tills - Enabling this option means that the user can add/edit a POS Tills according to the location in Tours > Locations > POS Tills.

  • Enable/Disable POS Tills - Enabling this option prompts users at login to select a location and till.

image-20240625-055400.png

Group Membership

  • Group Name - This lookup filter controls the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Group Names.

  • Sub Group Name - This lookup filter provides more granular control over the visibility of tours in the Tour and Booking sections. The available options are created under Settings > Users & Groups > Lookups > Sub Group Names.

  • Select all Group Names - This option is enabled by default, allowing all Group Names to be available for this group. To specify a particular Group Name, disable this option and manually add the desired Group Name in the Group Name field.

  • Select all Sub Group Names - This option is enabled by default, allowing all Sub Group Names to be available for this group. To specify a particular Sub Group Name, disable this option and manually add the desired Sub Group Name in the Sub Group Name field.

image-20240625-055445.png

  • No labels