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Adding & Managing Users

Learn how to add users, manage roles and permissions, and assign users across organizations.


Admins and Chain Admins can add and manage users at both the property and chain level. This includes adding new users, updating user details and role assignments, and making changes to multiple users at once.

For faster role changes, admins can also batch update users from the Users page. Select up to 25 users, click Batch Update, choose the desired role, and click Update.
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Admins cannot reset other users’ passwords.


Adding Single Property Users

1. Go to Settings → Organization → Users

2. Click + New User

3. Enter: First Name, Last Name, Email (login), Job Title, Phone

4. Click Next

5. Under Organization, click Edit

6. Select role (Read-Only, Regular, or Admin)

7. Click Create

New users will receive login credentials via email.
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Adding Chain / Multi-Organization Users

1. Go to Settings → Chain (top-right dropdown)

2. Click Chain → Users → + New User

3. Enter: First Name, Last Name, Email (login), Job Title, Phone

4. Select billing organization
5. Click Next
6. Enable Chain Admin if needed

7. Assign organizations and roles

8. Click Create


Add Existing User to Another Organization

1. Go to Settings → Chain → Users
2. Click the edit icon

3. Select organizations and roles

4. Click Create



Roles + Permissions

Read-Only

  • Booking Access: View only

  • Views: Can use public views only (cannot save)

  • Tasks: Can be assigned (cannot complete)

  • Reports: Can run, view, and export (cannot create custom reports)

  • Settings Access: None

  • Multi-Org Access: Only via Chain Admin

  • Notes: Counts toward seat limits

Regular

  • Booking Access: View and manage all

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can run, view, and export

  • Settings Access: No access to account-wide Settings

  • Multi-Org Access: Only if added by a Chain Admin

  • Notes: Can send emails

Admin

  • Booking Access: Full access

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can create custom reports

  • Settings Access: Most settings access (excluding chain-wide Custom Fields)

  • Multi-Org Access: Only if added by a Chain Admin

  • Notes: Can add and remove users


  • Booking Access: Full access (including Booking Moves from one organization to an other within the Chain)

  • Views: Can save personal views

  • Tasks: Can assign and complete

  • Reports: Can create custom reports

  • Settings Access: Full chain-wide access

  • Multi-Org Access: Can manage roles across multiple organizations

  • Notes: Can manage users across the chain


Viewing Your Role

To view your assigned role:

  • Click your profile icon (top-right)

  • Select your property (if applicable)

  • Your role is displayed under your name

Access to Organization Settings depends on your user role. Because these settings affect your entire account, only users with an Admin role can access or modify them. If you don’t see Organization Settings, please contact an Admin within your organization to update your permissions.

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