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Table of Contents
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Overview
This guide compiles all resources needed to create and/or terminate employees from clubs that are Full Suite (Clubs that have all CE products).
Required Permissions
Admin
Office
Creating new employees for access to CMA (back office) has never been easier. Click here to learn how to Create a new employee for access to CMA and POS.
When an employee leaves the club, we want to ensure that all access is removed. Click here to learn how to terminate an employee in CMA.
Paycloud
Ensuring that the club always has an admin on hand to assist members with their payment needs is a must. Learn how to add new users to Paycloud by clicking here.
To remove access for a Paycloud admin: log in to the Paycloud admin portal.
Select System Users.
Select the three dots next to the username of the employee you wish to delete.
Choose to delete.
Banquets
- Remove user Access ReServe. Select Settings, Select Users, Select Manage Users. Search Employee, Click deactivate
Create user Banquets - Adding a New User (Reserve Cloud)
Website -
Tee Times
Adding staff to tee times Adding Staff to the List of Tee Time Administrators
Dining Admin
Adding staff to dining admin Adding Staff to the List of Dining Administrators
Courts Reservation
Granting Administrative Access for Courts Reservation Systems
Spa
Website - DeleteHire a new Events Coordinator? Click here to learn how to add to the ReServe System.
The Banquets system will not allow for a user to be deleted but we will need to deactivate them. To access the System Users:
Select Settings.
Select Users.
Select Manage Users.
You will now need to locate the employee to deactivate:
Search for the employee.
Click the deactivate link.
Website
After hiring new employees and granting access in CMA for the staff members to complete tasks related to the POS, you may need to add admin access to the employees for Website manipulation. Click on the items below to see how to grant security roles on the website:
Once an admin is no longer with the club, you will want to ensure that they can no longer access their website admin profile. The easiest way to ensure this would be to delete the Employee account or any member account created for the employee to use as an admin.
Select Admin in upper right of page
.
Select Directory/Roster.
Search for member or staff account.
Select profile and then Choose to delete membership.
If the employee was synced from CMA, following the steps for terminating the employee in office will place the employee in a status that will not allow them to sync to the website so the profile will not be re-created.
Best Practices
FAQs
