How to manage a user and edit permissions

How to manage a user and edit permissions

Overview
In the Manager Users area, there are several tools to customize the user settings.  

In this article, we will review:
  1. Password settings and other actions
  2. User Roles
  3. Permissions
  4. How to find these settings
A new user will have a default role and permissions.  Roles are used to group your users together.  Administrators can then add and subtract permissions for the specific user.  Permissions are used to grant or deny access to specific areas or functions in the software.  

Password settings and other actions

We will review the actions in the Edit User area. 

  1. You can edit the name.  If you need to change the email, it is recommended to delete this user and add a brand new user.  
  2. Any time you make a change, click Apply Changes
  3. Change Password give you a random temporary password
  4. Reset Password will send a link to the email to make a new password
  5. Expire Password forces the user to make a new password the next time they log in
  6. Deletes user
  7. Change the user's role
  8. Reset the permissions to the default for that role
  9. Edit permissions (see more below)

What are the Roles?

  1. Administrator
    1. They can...
      1. Add other users
      2. Set user permissions
      3. Manage credentials for PoolPass Apps (Windows, iOS, MacOs).
      4. Request Access Granted Systems to make custom changes to the account
  2. Facility Manager
  3. Attendant
  4. Kiosk
  5. Observer
What is a Facility Manager role? 

We recommend adding users to this role that manage the day to day operations.  They are higher ups in charge.  They may include property managers, board members, administration staff, community support staff, application processors, lifeguard managers, and pool company users.  You can add and subtract permissions as needed for the specific user. 

What is an Attendant role? 

We recommend adding users to this role that work onsite at the facility.  They are the second tier that typically has limited access.  They may include front desk attendants, lifeguards, concession workers, generic pool management company users, or generic substitute login user.  You can add and subtract permissions as needed for the specific user.  

What is a Kiosk role? 

We recommend granting this role only one permission, CHECK IN.  This will allow the user to login and only access the Check-In tab.  Only Check-in operations can be performed, and the role cannot look up other Memberships or Members.  It is appropriate for facilities that are using self check-in. 

What is an Observer role? 

We recommend granting this role only one permission, VIEW DATABASE.  This will allow the user to login and only view the database.  Observers cannot change any information or perform check-in.  It is appropriate for anyone who needs visibility into how the facility is operating (such as statistics).  An example may be a board member.  

What are the Permissions? 

Permissions are used to grant or deny access to specific areas or functions in the software.  Here are some examples:
  1. Check In
  2. View Database
  3. Edit Database
  4. Marketplace 
  5. Manage Invoices
  6. Process Applications
  7. Refund Applications
  8. View Passes
  9. Manage Passes
  10. View Account Portal
  11. More
Hover your mouse over the Permissions.  Help text and guidance appears over each permission.  

How to find these settings?


1.  Click Manage Users
2.  Click the Pencil Icon