Bookex has pre-set roles and permissions for all Users created in the Backoffice. This way, you are able to hide certain information from your staff. This article gives an explanation of each role.
Users access levels
This user has access to all modules of the Backoffice and is able to create other users.
This user has the same access rights as the Account owner, except for Reports and Settings.
This user has the same access rights as the account owner except for Reports, Inventory and Settings.
This user has access to bookings, customers and guests as well as all Planning modules (your Calendar, the Arrival list etc). They are able to make changes in the calendar, append items to bookings and register payments.
This user has only access to your invoice list.
How to add a new Backoffice User
- Click on Settings
2. Click on Users
3. Click "Add a User"
4. Select the Role of your new user (see descriptions above)
5. Enter the First name, Last name and email of the user
6. Enter a new password.
Note: this is not necessary as the Password field is pre-populated
7. Save changes
Note: there is no need to enter a new password as the field is pre-populated. It is possible to delete and enter a new password which must include a symbol and at least one Capital letter.
If you have set up multiple locations
Users can be restricted to a singular location if you have set up multiple locations.
After step 7 above, another window will appear with more advanced User settings.
8. Click on the Location tab
9. Activate the relevant locations for this user