How to create a new user?

The first step is to click on&nbsp;<b>"Settings"</b><span class="component"></span><br>

<div> <div><p>Click on&nbsp;<b>"Users"</b></p></div></div><br>

<div> <div><p>Click on&nbsp;<b>"New User"</b></p></div> </div><br>

Enter the desired&nbsp;<b>"Login"<br><br></b>We recommend that you&nbsp;<b>only use lower case letters and numbers</b><b><br></b><br><br>

Enter the desired&nbsp;<b>"Password"<br><br></b>We recommend that you&nbsp;<b>only use lower case letters and numbers</b><br>

<span><span></span></span> <div> <div><p>Repeat&nbsp;<b>"Password"</b></p></div> </div><span class="component"></span><br>

Enter the desired&nbsp;<b>"First Name"<br></b><br>

Enter the desired&nbsp;<b>"Last Name"</b><br>

Enter the&nbsp;<b>"Function"&nbsp;</b>of the user (optional)<br>

Enter the&nbsp;<b>"Email"&nbsp;</b>of the user (optional)<br>

<div> <div><p>Click&nbsp;<b>"Active"</b></p></div> </div><br>

Click&nbsp;<b>"Include in Sellers list"&nbsp;</b>(if necessary)<br>

Click&nbsp;<b>"Access to full credit card numbers"&nbsp;</b>(if necessary)<br>

<div> <div><p>Use the drop-down menu to select the&nbsp;<b>"Role"&nbsp;</b>of the user</p></div> </div><br>

<div> <div><p>A&nbsp;<b>"Viewer"&nbsp;</b>account will have access to the Dashboard and Calendar<br><br>This is useful for your Housekeeping staff for example</p></div> </div><br>

A&nbsp;<b>"Staff"&nbsp;</b>account will have access to the Dashboard, Calendar, Clients, Accounts, and Reservations<br>

A&nbsp;<b>"Manager"&nbsp;</b>account will have access to the Dashboard, Calendar, Clients, Accounts, Reservations, Accounting, and Statistics<br>

An&nbsp;<b>"Admin"&nbsp;</b>account will have access to all of the functions of base7 but cannot delete a Root account<br>

A&nbsp;<b>"Root"&nbsp;</b>account will have complete access to all of the functions of base7<br>

Click&nbsp;<b>"Save"<br><br></b>That's it. You're done!<b><br></b><br>

Click <span class="component"><i><b>highlight</b></i></span>

That's it. You're done.

 

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