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User Permissions and Adding new users

Alon
Updated
Manage your User Permissions here
 
How to Create a User - see step by step video
 
How to Create a User:

Go to the "Settings"> Users

  • Click on "Add User."
  • Enter the desired permissions for the new user.
  • Assign the appropriate permissions.
  • Click "Save" to add the user.
 
 
 

There are three roles:

  • Manager
    • Can have any permission
    • Has the exclusive permission to create other users
  • Team Member
    • Can have any permission
  • Service Provider
    • Service Providers have limited access only to view tasks which are assigned to their user in the Tasks page 
Important Note: You can restrict the access to a user by disabling certain features that are listed.
 

List of User Permissions:

Screenshot 2024-11-05 at 9.23.17 AM.png

  • View & Edit Company Settings - A user can change any of the Settings in the backend Settings and upload images to Guest App posts. 
  • Edit Rentals - A user will be able to view & edit the fields and Settings of a rental
  • View Duve comments in reservations - A user will be able to see any Notes created in Duve on the reservation
  • View Guidebook - A user can view and edit the entire Guidebook
  • Edit Canned Responses - The User will be able to edit canned responses in Duve
  • View reservation pricing - This user can see all payment for stay information and breakdown of charges. 
  • Edit Reservations - A user can make changes to fields of the Reservation.
  • Access Chat - A user will be able to view and chat to guests and other users. Full capabilities of the Communication Hub.
  • View Analytics - A user will be able to view Analytics. 
  • View PMS/ CM comments in reservation - A user will be able to see comments from the PMS/CM on the guest reservations. 
  • Assign users to tasks - A user will be able to assign other users to Tasks. 
  • Edit Orders - A user can confirm or deny orders.
  • Manage upsells - A user can create upsell services, suppliers or add services from the Marketplace to the guest App. 
  • View Product orders by tag - A user can edit upsell orders as long as there are shared tags
  • View Dashboard - A user can view and edit Dashboard
  • Allow Export Data - A user will be able to export Excel or CSV files of Guest Information or Upsell Orders
  • View Calendar - A user will be able to view the Calendar View on the Tasks page
  • View Reservations - A user will be able to view Reservations
  • View Rooms - A user will be able to view the rooms/rentals in Duve
  • View Reviews - A user will be able to view the Reviews page
  • View Upsells - A user will be able to view the Upsells page
  • View Guest sensitive data - A user will be able to view customer data from Custom Questions that the account has specified as sensitive data
  • Edit Scheduled Messages - A user will be able to edit the Scheduled Messages.
  • Edit Automated Communication Status - A user will be able to enable or disable the automated communications:
      • Pre check in
      • Confirmation email
      • Pre check out
      • Arrival email
  • Edit Guest Billing requirement - A user will be able to edit the Guest Billing page in the Settings. 
 

Limit by tag or by Brand

  • Any user which is limited by brand will only see rooms, reservations and conversations for that brand
    • Each user can be assigned 0,1 or multiple brands
  • Any user which is limited by tag will only be able to see rooms, reservations, services and orders for that tag
    • Each user can have 0,1 or multiple tags
 
You can allow the user to see only reservations of specific rentals by adding the relevant tag.
*To create a tag -  Go to the Rooms/Rentals page and create it typing in the Tags & Brands field.
 
 
After adding the new user details, they will receive a link to their email address, to choose a password and complete their registration to the Duve FrontDesk.

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