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To Add a User, go to SETUP | PMS | USERS, then click Add. There can be as many Users setup as needed. All activity performed by the User in the Front Desk will be recorded under their User ID. Each User will be See instructions below. Each User is given a User Role with access to certain parts of the system and then given the ability to perform certain tasks.

System restrictions by User Role:

  • Manager: Full access to all Setup functions and Reports.
  • Review User Roles

    There are several benefits of having unique User ID's setup for each user .

    1. All activity performed by the User in the Front Desk, in Bookings, Folio transactions, etc. will be recorded under the User ID.
    2. Users are granted access to the specific areas of MyPMS, booking functions and Reports based on User Role.
    3. Each User can have specific privileges enabled.
    4. Users can "Unlock" other Users who have been locked out of MyPMS.

    Learn how to Add A New User

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    User Roles:

    • Sr. Night Auditor: Able to perform Night Audit; No access to Setup; Full access to all columns of Reports.
    • NIght Audit: Able to perform Night Audit; No access to Setup; Access to 4 columns of Reports: Daily, Groups, Housekeeping and Accounting. No Managers Reports.
    • MyGuest Only: Access to MyGuest Guest Request System
    • Manager Admin: Full access to all Setup functions and all Reports.. Enables all 3 Admin features: Front Desk Layout, New Booking Window, and Housekeeping customization.
    • Manager: Full access to all Setup functions and all Reports.
    • Housekeeping Admin:  This Housekeeping function makes it easy to organize Rooms into Groups and customize the Housekeeping area on the Front Desk.  Admin | Housekeeping
    • Housekeeping: Access only to the Housekeeping section.
    • Group Manager:  Access only to Group Bookings.
    • Night Auditor: Able to perform Night Audit; No access to Setup;  Access to only first 4 columns of Reports.
    • Front desk: No access to Night Audit or Setup. Access to only the first 3 columns of Reports.

    ...

    User dependent restrictions:

    • Allow manual entry of Rates: Allows user to manually change a Rate. 
    • Allow Overbooking: This allows the user  to book beyond your current availability. Recommended setting is "No"

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    • Settle Credit Cards: Displays the "Settle Credit Cards" button in Night Audit. (Must be signed up for MyCard Credit Card Payment Gateway)
    • View Manage Credit Cards Screen : Displays the "Manage Credit Card" link in the Booking Details.  Should you wish to not allow a User to view the full credit card numbers, this is how to disable their access to viewing anything other than the 'last 4 digits' and expiry.
    • MyGuest Access.  This allows you to establish whether a User can login and/or use the MyGuest 'app' explained at: http://hotel.bookingcenter.com.

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    Managing Roles:

    There can be many combinations of Pages and Reports that can be arranged into a 'role' for a specific customer. We recommend that the 5 main Roles above be used to reduce staff confusion when using MyPMS, but when a specifc need to create a unique Role arises, you can choose from the table below and notify BookingCenter Support staff to craft a unique Role for your property:

    Setup Area Reports 
    Front Desk

    Front Desk
    Phone List
    Housekeeping
    AR Accounts
    House Accounts
    Pass On Log
    Night Audi

    Accounting

    Advance Deposits
    Advance Charges
    Account Receivable Aging
    Transactions
    Travel Agent Commissions
    Transaction Summary
    Tax Transactions
    Owner Statement

    Booking

    Booking By Inquiry
    Booking By Availability
    Tapechart
    Group Booking Wizard
    Search Bookings
    Group Bookings

    Booking Details
    Booking Details
    Group Booking Details

    Daily Reports

    Departures
    Arrivals
    Batch Settlements
    In House
    Reservation Comments
    High Balance
    Cancellation
    In House Guest Ledger
    Booking Comments
    Batch Settlements
    Item Analysis

      Group Reports

    Rooming List
    Group Summary

      Housekeeping Reports

    Out of Order
    Turndown
    Vacant Room List
    Detailed Overview
    General Overview

      Managers Reports

    Manager Report
    Tax Exempt
    Reservation
    Forecast
    Revenue
    Occupancy
    Occupancy Forecast
    User Activity
    Booking Production
    Bookings 

     
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    To add a new user click "Add" and enter ALL variables enter the "User name". This does not have to correlate with the user's real name. Enter a password for this account. Do not worry; any manager will be able to reset this password in the future.

    • User Name: This is the users login. This does not have to correlate with the user's real name.
    • Password: Enter or reset the password for this account. In the event a password needs to be changed it is done from the Setup Area | PMS | Users tabs by editing the user and entering the new password.
    • Full Name: Enter the staff members name as it will be represented on folios, letters and more. It may be a good idea to protect your staff members full name by using just their first name or first name and initial of their last name.
    • Email: If you provide individual staff members with a unique email address enter it here, otherwise enter the default email address for the property.
    • Language: Select the default language to be displayed for that user. This setting defaults to English,US
    • Allow Manual Entry of Rates: New users by default do not have permissions for Manual Rate entry. If you wish to allow a user to enter Manual Rates select 'Yes" from the drop down.
    • Allow Overbooking: There are some scenarios where it is desired that staff be able to over "sell" rooms in the property. If the Allow Overbooking is enabled on the users account that user will still be able to book room types from the Book by Availability or Tape Chart windows even after the availability for that type reaches 0. Users will still be presented with warning text that they are overbooking that room type but will be allowed to proceed as shown in the image to the right. For users who do not have Overbooking privileges the "New Booking" button will be grayed out and they will be unable to make a booking for that room type. Overbooking flag defaults to No.Enable Ip Filtering: This is a per user toggle. If enabled the user will only be allowed to log into the system if their originating IP Address matches a range entered in the IP Filtering Tab. This is an advanced setting that can cause loss of access if used incorrectly, but is useful to property owners who want to limit access to specific networks. See IP Filtering for more information.
    • Settle Credit Cards: Displays the "Settle Credit Cards" button in Night Audit.  This allows a user to access the Night Audit section, but not be able to 'Settle' any pending credit card events.  Care with this setting should be heeded, as Night Auditors who can't 'settle' might allow long periods of time without settling credit cards, resulting in a cash flow - or declined transactions - problem.
    • View Manage Credit Cards Screen : Displays the "Manage Credit Card" link throughout the system. Without this privilege, a User won't be able to view, edit, or manage any authorizations of credit cards, so use this sparingly.  They can enter a credit card via the New Booking method (i.e., swipe a card or manually enter one) but they wouldn't have any more management access to cards after it was used to make a New Booking or Guarantee a booking at checkin.
    • MyGuest Access.  NOTE:  For Customers using MyGuest. This allows you to establish whether a User can login and/or use the MyGuest 'app' explained at: http://hotel.bookingcenter.com.

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    • Status: Active/Inactive. This flag dictates if the user account is live or not, and defaults to Active.
    • From: Allows you to set a user active from a specific date in the future. This allows you to setup a new employees account for the MyPMS system but dictate a date in the future when they can start logging in with it.
    • Roles: Carefully select the role for the new user. Available roles include: Manager, Night Audit, Front Desk. Role Privileges are broken down as follows:
    • Manager Role: Has full access to the system, all reports and the setup area.
    • Night Audit Role: Has full access to the system, all reports excluding Manager section and cannot access the setup area.
    • Front Desk role: Has full access to the system. Can only access Daily and Group reports and cannot access the setup area.  Role Privileges are detailed in list above.
    • Challenge Questions/Responses: Each user must have two separate Challenge Questions and Responses. The questions are user definable, and the responses are case sensitive.

     

    Managing Roles:

    There can be many combinations of Pages and Reports that can be arranged into a 'role' for a specific customer.When a specifc need to create a unique Role arises, you can choose from the table below and notify BookingCenter Support staff to craft a unique Role for your property:

    Section
    Setup Area Reports 
    Front Desk

    Front Desk

    Phone List

    Housekeeping

    AR Accounts

    House Accounts

    Pass On Log

    Night Audit

    Accounting

    Advance Deposits

    Advance Charges

    Account Receivable Aging

    Transactions

    Travel Agent Commissions

    Transaction Summary

    Tax Transactions

    Owner Statement

    Booking


     

    Booking By Inquiry

    Booking By Availability

    Tapechart

    Group Booking Wizard

    Search Bookings

    Group BookingsBooking Details

    Booking Details

    Group Booking Details

    Daily Reports

    Departures

    Arrivals

    Batch Settlements

    In House Reservation

    Comments

    High Balance

    Cancellation

    In House Guest Ledger

    Booking Comments

    Batch Settlements

    Item Analysis

      Group Reports

    Rooming List

    Group Summary

      Housekeeping Reports


     

    Out of Order

    Turndown

    Vacant Room List

    Detailed Overview

     General Overview

      Managers Reports

    Manager Report

    Tax Exempt

    Reservation Forecast

    Revenue

    Occupancy

    Occupancy Forecast

    User Activity

    Booking Production

    Bookings

     

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