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.
Guests are not managed in this section. To view or manage guests, refer to the Guest List section.
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
To add a new user to the system, simply click the Add User button, which will display four tabs to manage user details.
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.:
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.
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.
The User is Protected option is enabled by default to prevent accidental changes to the username or password. To modify the credentials, you will need to disable this option by toggling it off.
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 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.
The User is enabled by default, to disable the user you must toggle off the Enabled option.
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
This feature is coming soon
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.
