BPO : User Set UP

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1 User Access

 

All access is done through Hostel Number, Username and Password. Hostel owners have full control over the access level given to each staff member. Hostel Managers are solely responsible for implementing restrictions for staff. You can restrict users to only allow them to connect from within the hostel by including the IP address in the settings. We then lock that user to an IP address they can connect through. This is done at a user or hostel level to allow flexibility for Hostel Owners.

 

If you have a dynamic IP/dial up internet connection the IP restriction is not possible.

 

INITIAL LOG IN PROVIDED TO THE HOSTEL IS FOR ONE USER ONLY WITH SUPERVISOR ACCESS TO ALL AREAS.

 

We recommend that only managers have this profile.

  

2 User Set Up

 

You can set up different user profiles from Settings >> User setup

 

User Profiles and Access - (to add/remove users, to restrict staff access)

 

 

Click User Profile

Click Add Profile

In the Profile Name box type the title of User Profile e.g. Reception

Highlight the options you want available to this profile from the left hand side 

(to select more than one hold down the Ctrl key)

Click the Arrow facing right to add the selected options to this profile

Click Save

 

 

 

 

ALL ITEMS IN THE LEFT BOX ARE NOT AVAILABLE TO THIS PROFILE

ALL ITEMS IN THE RIGHT BOX ARE ACCESSIBLE

You only need to set up a profile once

e.g. 10 receptionist = 1 profile of Reception but 10 Users

 

 

 

To add or remove settings from a profile

 

Click Edit Profile

Select profile from the User Profile drop down

Page will load their details

Highlight the setting you want to change

(to select more than one hold down the Ctrl key)

Click the Arrow facing right/left to add/remove the selected options

Click Save

 

 

 

For reception profile we recommend at least the following restrictions:

Hostel Set Up

Rates

Log in anywhere – IP address restriction (Static IP required for this)

Pre Auth Report

Discounts

Delete Items

Edit Items

Financial Reports where applicable

Room Set Up

Allocation

Room type Setup

Billing Items

Credit Card Access

 

 

To Set Up New Users

 

Click User Set Up

Click Add User

All boxes will appear blank

Type the information of the New User

Select a Profile using the drop down menu e.g. supervisor, reception

Click Save

 

(Please note you need to have the correct profiles set up in order set up a New User)

 

To Edit Users

Click Edit User

Using the drop down menu “select user” to change

Change their details

Click Save

 

To deactivate a User

Follow the Edit procedure above

Next to Active, Click No

Click Save

In User Profile that users name now has a line through it

 

To reactivate an inactive User

In Settings >> User Setup >> User Setup >> Edit user

Select the username from the drop down menu

Assign a new password

Select “Active: Yes”

Click Save

 

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