table of contents
User Roles
What are User Roles?
User Roles designate and display content to specific groups of users. The User Role determines what a user can and cannot see in the app, personalizing the user experience.
All users should be assigned to a User Role during the initial approval process. See Approve a Pending User.
To configure, see Create a New User Role.
Create a New User Role
To create a new User Role, please follow the steps below:
1. In the Admin sidebar menu, find and select User Roles.
2. Click +New User Role.
3. Enter a Role Name for this user role.
4. Select the checkboxes for menus that should be hidden. See Hide or Show a Custom Menu.
5. Optionally, adjust other details:
a. Set Place Reservations Limit
b. Set Visible Place Calendar Weeks
6. Click Save.
RECOMMENDED
New User Roles are provisioned access to all app menus upon initial creation. To hide a menu for a new User Role, see Hide or Show a Custom Menu.
Set Place Reservation Limit
Place Reservations Limit is set per User Role and limits the user to a specified number of reservations across any Reservable amenity or location.
To set a value for Place Reservations Limit for a specific User Role, please follow the steps below:
1. In the Admin sidebar menu, find and select User Roles.
2. Click on the applicable user role you wish to edit.
3. Enter a number in the Place Reservations Limit field.
4. Click Save.
Set Visible Place Calendar Weeks
Visible Place Calendar Weeks is set per User Role and limits the display of available dates to the specified number of weeks for reservations across any Reservable amenity/locations.
To set a number of Visible Place Calendar Weeks for a specific User Role, please follow the steps below:
1. In the Admin sidebar menu, find and select User Roles.
2. Click the desired User Role to set this value.
3. Enter a new number in the Visible Place Calendar Weeks field.
4. Click Save.
Delete a User Role
To delete a User Role, please follow the steps below:
1. In the Admin sidebar menu, find and select User Roles.
2. Find and click the User Role you would like to delete.
3. Click x Delete.
4. Click OK when asked to confirm.
IMPORTANT
Proceed with extreme caution! If you delete a user role, all content and Smart Buttons related to this role will need to be reconfigured in order to be viewable in the app. Additionally, any Users that were provisioned this role will need to be assigned a new role.
