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Banquets - Getting Started

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Overview

This guide will cover adding a New Club User for access to Reserve Cloud.

Use Case(s)

After going live with Reserve Cloud new users will need to be created to access the system at various security levels and roles.

Content

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excludeBanquets - Settings for Event Services


Accessing the Tool

 To access Reserve Cloud please click here.  

 To add a new user, first view the Settings menu on the bottom left of the home page.

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Once in the Settings menu, select Users.

The Users drop-down menu will expand to show My Settings, User Settings, Distribution Lists, and Imports. Under User Settings, you will select Manage Users.

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Once the new user details have been added, click Save. The Reserve system will then return to the User listing.

Inactive Users

Users go inactive after a period of non-use, and aren't visible on the Manage Users screen unless you check 'include inactive'.

First, navigate to Settings and select Users

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WIthin the Users menu, select Manage Users

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Once in the Manage Users menu select Include Inactive.  Next, select Edit next to the User you wish to make Active. 

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Check the Active box, located in the right-hand column. 

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Save and Close. 

FAQs

Q: What role is required to add a new User?
A: User Admin role is required to add any new users to the system.

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  • Only give New Users the access that is needed, it is not recommended to make everyone an Admin User.

  • Make sure when creating a New User, check the box that allows for New Users to reset their password on the next login for security purposes.

  • When adding a new user, be sure to include an Email Address. The User will need this to access any forgotten login information.

Downloadable Guide

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