How to add a user (property manager, board member, facility staff, etc.)

How to add a user (property manager, board member, facility staff, etc.)

Overview

Account administrators can add and edit users.  You can manage user accounts for your facilities and configure authorization for any PoolPass Apps that you use throughout your facilities. 

User Types

  • Administrator: They have the right to configure the account based on your requirements.  
    • They can...
      • Make custom changes
      • Add & manage other users
      • Set all preferences
      • Manage applications 
      • Send ePasses
      • Manage the marketplace
      • Manage member billing & invoicing
      • View fees & payouts
      • Request payouts & issue patron refunds
      • Perform all operations in Pool Pass Software including...
        • Check-ins
        • Marketplace transactions
        • Managing membership information  
        • Add virtual guest passes
  • Facility Manager: This role can manage the databases they are granted authorization to.
    • They can...
      • Set some preferences
      • Manage applications 
      • Send ePasses
      • Perform all operations in Pool Pass Software including...
        • Check-ins
        • Marketplace transactions
        • Managing membership information
        • Adding virtual guest passes
    • They can not...
      • Make custom changes
      • Add & manage other users
      • Manage the marketplace
      • Manage member billing & invoicing
      • View fees & payouts
      • Request payouts & issue patron refunds
  • Attendant: This role is generally assigned to front desk staff, concession workers, or lifeguards.
    • They can...
      • Check-in members
      • Check-in guests 
      • Perform marketplace transactions
      • Take a picture of a member using a web cam
      • View memberships & membership notes
    • They can not...
      • Perform tasks a Facility Manager can not perform 
      • Manage membership information  
      • Add virtual guest passes
      • Send ePasses
  • Kiosk: This role allows a login to the web-portal and access only to the Check-In tab, and is appropriate for facilities that are using self check-in. Only Check-in operations can be performed, and the role cannot look up other Memberships or Members.
  • Observer: This role is a read-only view into your database, appropriate for anyone who needs visibility into how the facility is operating (such as statistics). Observers cannot change any information or perform check-in.

Here is how

  • Click Main Menu
  • Click Manage Users
  • Click yellow Plus button
    • First Name:
    • Last Name:
    • Email:
    • Role: Select Role
    • Database: Select Database
  • Click Add User

When you create a new user, they receive an email at the email address you assigned with an invitation to complete the account creation process. This includes selecting a password.  Once they complete the on-boarding process, they can login with their account credentials.



Here is how to add a generic user

You may run a large facility where many gate attendants (lifeguards) cycle through the check-in station frequently.  You may want to create one  Attendant and keep them logged in all day.  Here is how:

  • Click Main Menu
  • Click Manage Users
  • Click yellow Plus button
    • First Name: (make up a generic name)
    • Last Name: (make up a generic name)
    • Email:  (make up a generic email)
    • Role: Select Role
    • Database: Select Database
  • Click Add User
  • Click the Pencil icon
  • Click Change Password

Now log in using the generic email and password you just created.

  • You are asked to update the password.  Select a password you will distribute to your staff.

Distribute the email and password to your staff.


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