Manage Users

Overview

Click on Manage Team to:

  • Add new teammates and give them the right role
  • Update user details or change roles as responsibilities change
  • Remove access when someone leaves or no longer needs Supplier Portal access.

Before you start

  • You can only manage users if your role includes user-management access (specifically Super Admin or Admin).
  • Keep user access least-privilege: give only what’s needed for the job.

Create a user

  1. Go to Manage Team
  2. Select Add user
  3. Fill in the following mandatory fields:
    • Name - Full Name
    • Work Email - Business email
    • Job Title - Role or Designation of the user
    • Department - Choose from the list of options.
  4. Assign:
    • Access Level - What the user can do - see the helpful pop-up to know what each role can do or learn more here.
    • Properties Assigned - which properties the user can access
      • You can only assign hotels/properties that you already have access to.
  5. Click Create user.
  6. The user is listed as ‘Invited’ in the Manage Users page until the user accepts the invitation and logs in to the Supplier Portal.

Tips

  • Use the property assignment to keep access scoped to only the hotels the user supports.
  • If you see a shortened list, use Show all to review all assigned hotels (where available).

Edit a user

  1. Go to Manage users
  2. You can click on the row or scroll to see the Edit button to open the user profile.
  3. Update one or more fields.
  4. Click Save changes

Common reasons to edit

  • Responsibility change (role change)
  • New hotel ownership (property access change)
  • Correcting job title/department for reporting and governance

Cannot see the Edit button?

  • A Super Admin user cannot be edited.

Deactivate or delete a user

When someone should no longer access the Supplier Portal, remove access promptly.

  1. Go to Manage users
  2. Find the user and click on the name or click on the Edit button.
  3. To deactivate or reactivate a user, toggle the Status button
    1. This action can be undone, to reactivate follow the same process.
  4. To deleted click on the Delete user button
    1. This action is permanent, once a user is deleted they cannot be recovered.
  5. Click Save changes.

When to Delete and when to Deactivate?

Delete a user when they are no longer working in your organisation or if someone was incorrectly added, invited.

Deactivate a user, if you will need to reactivate them later, examples are long time-offs after which the user will resume their roles. 

Team Structure

Roles & permissions

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