PS: How to Add a New User

The Hook: Use this workflow to create a new user profile, assign site access, and grant specific system permissions via menu templates.

Prerequisites:

• Requires Corporate or Site Admin permissions.
• Must have a valid email address for the new user.

The Steps:

1. Navigate to Admin > User Admin.
2. Click the Add icon (plus sign) or copy an existing user.
3. Select a Menu Template to assign system privileges.
4. Enter the Username, First Name, Last Name, and Email Address.
5. Set the Status to "Active".
6. Select the Departments and Account Types the user needs to view (e.g., Rooms, F&B, or All Departments as well as Revenue, Labor, & Expenses).
7. Select the Site Group to assign specific property access.
   1. If the new user will be overseeing multiple properties, make sure that you select the Region from the Site Group dropdown. 
8. Click the Save icon.
9. Click the Reset icon under the Actions column to email the user their temporary credentials.

The Result Validation:

• Success: The new user appears in the User Administration list, and the user receives a welcome email with a password reset link.

Troubleshooting:

• Note: If the user does not receive the email, verify the spelling of the email address and ask them to check their Spam folder.