How to Create a New User Login
As THYNK Admin, you can manage
user logins and grant new users access to your properties. You will also deactivate users as they leave.
To Create New Users
- From 'Setup', in the Quick Find Box, type in the word 'Users' and then select 'Users'
- Click on 'New
the user’s name, their email address and a unique username in the form of an email
address. By default, the username is the same as the email address.
a 'Role' to grant access to the property records (applies only for Multi-Property
organisations, in Single-Property organisations leave the Role blank).
a 'User License': 1. Salesforce Platform for ‘TH User’ profile, or 2. Salesforce for ‘TH Admin’ profile The number of available licenses can be found in Setup -> Company Information
- Assign Permission Sets to grant access to objects outside of profiles. The recommended practice is to assign ‘User’ Permission sets to Users with ‘TH User’ profile and ‘Admin’ Permission sets to Users with ‘TH Admin’ profile. See below.
- Update other User Information, Title, Address, Locale, Language, Phone, etc. and 'Save'.
- The system will immediately send an email to the user with their login name and a temporary password.
MYCE User Read Only
This is normally someone in Operations whose Access is limited to viewing records and running reports. Read Only users cannot create, edit, or delete any records.
Most common access level given to users who need to work with Accounts, Contacts, MYCE Quotes, Reservations, Orders, Quote Hotel Rooms etc.
In addition to MYCE User access, the MYCE Admin has access to practical configuration settings of the org, such as Products, Packages, Resources, Room Types, etc.
Lobby Mews User
Properties interfaced with Mews PMS can allow users to access Mews reservations.
Given to users to allow them to overbook meeting spaces.
PDF Butler User
|The PDF Butler User is permitted to merge PDF Butler documents, such as proposals, contracts, and function sheets.|
|PDF Butler Admin Local|
In addition to PDF Butler User access, the PDF Butler Admin Local would have been trained to amend PDF Butler documents, such as proposals, contracts and function sheets.
This is related to the Invoicing module where invoices are extracted for customers.
Tableau CRM Plus User
Access to read only features enabled by Tableau CRM Plus license.
Tableau CRM Plus Admin
Access to all features enabled by Tableau CRM Plus license.
Standard Einstein Activity Capture
Access to Standard Einstein Activity Capture.
Do not forget to de-active
user login when the user leaves the organisation. The released license can then be assigned to another user.
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