Versions Compared

Old Version 19

changes.mady.by.user Emily Latham

Saved on

compared with

New Version Current

changes.mady.by.user Joshua Morrison

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents

Table of Contents
minLevel1
maxLevel7
excludeTable of Contents
Widget Connector
width560
urlhttps://vimeo.com/693699930
height315

Overview

Role Security is an important feature for all Reservation Systems as this tool allows Club Admins to grant Admin Status for

...

Video

This video contains highlights from a training Webinar given on Role Security & Granting Administrative Access for Reservation Systems.

 

 

Content

...

all Reservation Systems or select Reservation Systems. This feature can be found under the Admin Toolbar and has one entry point for all Reservation Systems. In order to grant Reservation Admin Status, the user must first be in the Directory. Please refer to the Directory Management Article if the user is not in the Directory.

Use Cases:

Adding Admins to your Reservation Systems.

Required Permissions

  • Courts, Reservations, Spa and Other Reservations Administrator

Accessing Role Security

  1. To access Role Security, hover over Admin and click on Role Security under the Reservations section.

...

  2. This will launch the Role Security Manager. In the Role Security Manager, all reservation systems that you have will be listed.

...

Granting Admin Access

  1. Determine which reservation system the user must have access to, and then right click on thereservation system.

  2. Click Grant Role to Site Users to add access.

 Image Removed

  1. In the Grant Role to Site Users interface, the right hand side of the window will list all users that currently have access.

...

  2. From the left hand side of the window, under Available Users, you may scroll to find the appropriate user.

Image Removed

  1. Use the search field to search for the user by Last Name, Member #, or Email. Click Search to return results.

Image Removed

  1. Once you have found the appropriate user, click on theuser’s name from the Available Users list to bring the user to the right hand side of the window under Selected Users.

...

Image Removed

  1. Click Save Changes in order to complete the process.

...

Best Practices

FAQs

...

...

  1. The user I am trying to grant access to is not showing up in the Available Users list, why?

...

    1. Before you can grant a user access to the Reservation System(s), they must first be in the Directory (typically as a Staff Account). If the user is not found in the Available Users list, then this person is most likely not in the Directory. Review our Directory Management Article to begin adding the user before granting Role Security Access.

 

...

  1. Can a regular staff member have admin access to reservation systems, but not have access to editing the website?

...

    1. Yes! First, we must set up a static group for any staff members that you wish to give reservation access to, but not to editing the website. From there, our team can set up access so that group has access to reservation systems but not to editing the website. Many times

...

    1. this group is set up at the beginning of the process, so you would only need to add staff members to the static group.

...

...

  1. I tried clicking on the group to Grant Role to Site Users but nothing is opening.

...

    1. You will need to right click on the group in order to launch the Grant Role to Site Users window.

 

 

Downloadable Guide

Role Security Guide

...

Image Added