Users

CHECKED

• How do I create a new user ?
• How do I reset a password ?
  • Scenario 1: From Site Admin (For Admins)
  • Scenario 2: From Change Password Option (For Non-Admins)
• How do I edit a user ?
• How do I make a user inactive ?
  • Method 1: From the user’s view
  • Method 2: From the Edit User window
• How do I delete a user ?

This article is applicable for all customers.

How do I create a new user ?

Step 1 : After logging in, click on Site Admin. Click Users under Site Admin.

Step 2: Click on ‘Create User’ shown.

Step 3: Provide all the details like email, password, name, phone. Please note the points below:

• The username will be created automatically.

• The password must be at least 6 characters and include both letters and numbers.

• Set the user to Active.

• Select the category of the key contact.

1. Primary Contact: The main point of contact between the company and Tapendium support.

2. Technical Contact: The main contact for technical issues.

3. Content Approval: The person responsible for approving the content that displays to guests.

• Select the role of the user. A description of roles can be found here: What are the different types of user permissions?

• Specify the other Order viewer settings as shown below

• User location access can be restricted for demonstration purposes. It is not used in hotels so does not usually require configuration. Contact Tapendium support if you require further information about this feature.

Step 4: Click on Save.

Step 5: After clicking save, a notification of ‘User account has been created’ is shown and it is visible as an existing account as shown.

How do I reset a password ?

Scenario 1: From Site Admin (For Admins)

Step 1: Click on the lock icon highlighted below. This opens the Change Password window.

Step 2: A pop alert for change password comes up. Provide the new password and hit save.

Step 3: A pop alert for change password comes up. Provide the new password and hit save (the password must include at least 6 characters ).

Step 4: The user is redirected back to the page shown with a message ‘User account has been updated’.

Scenario 2: From Change Password Option (For Non-Admins)

Click on the Change Password option and provide the new and old password.

How do I edit a user ?

Step 1: Click on the edit icon shown below.

Step 2: This opens the edit user window. This can help you change the user details, roles, permissions.

Note: You cannot change the username.

Step 3: Click on Save.

How do I make a user inactive ?

Method 1: From the user’s view

Step 1: Clicking on the green ‘Active icon’ will change it to grey ‘Inactive icon’. This will make the user inactive and will not have access to the Admin Portal.

Method 2: From the Edit User window

Step 1: Another method is to do it from the edit user window by clicking on edit button.

Step 2: Clicking on the active icon will now change it to inactive

How do I delete a user ?

Please note: If you delete the user, you cannot restore them.

Step 1: Click on the cross mark to delete the user completely.