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
Accessing the Tool
To access Reserve Cloud please click here.
To add a new user, first view the Settings menu on the bottom right of the home page.
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.
Select New.
New User Detail
Complete the New User information sections with all appropriate information. See below for each role assigned setting.
Please Note: Required Fields include Username, Password, First Name, Last Name, and Module, Role, Hierarchy Authorization, Ownership Group, and Change Password.
Settings for Various Roles
User Admin
Able to create new Users, make changes to Settings, and add/edit Events
Module - Events Module Access
Role - Full User Access with Full Admin
Hierarchy - All Access
Ownership Group - Admin Access
Settings Admin
Able to make changes to Settings, and add/edit Events
Module - Events Module Access
Role - Full User Access with Limited Admin
Hierarchy - All access
Ownership Group - Full User Access
Full User
Able to add/edit Events, but not make changes to Settings
Module - Events Module Access
Role - Full User with No Admin
Hierarchy - All access
Ownership Group - Full User Access
View Only
Able to access calendar of events, but not able to add/edit events
Module - Events Module Access
Role - View Only
Hierarchy - All access
Ownership Group - View Only
Once the new user details have been added, click Save. The Reserve system will then return to the User listing.
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.
Q: How can I delete a User that is no longer with the Club?
A: Access the Settings menu, then Users, and Manage Users. From here, click Deactivate next to their name. Please Note: There is not a delete option, only deactivate.
Best Practices
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