DisableEnable Delete Log in to pinSIGHT and click on Go To BACK OFFICE In the Admin section c lick on Intranet and then Search Agents There are 2 options for setting up users Send Invite and Create New User ID: 641814
Download Presentation The PPT/PDF document "User Administration: Add" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
User Administration:
AddDisable/EnableDeleteSlide2
Log in to pinSIGHT and click on Go To BACK OFFICESlide3
In the Admin section
click on Intranet and then Search Agents Slide4
There are 2 options for setting up users: Send Invite and Create New UserSlide5
Send Invite
: This option sends an email invite to the user providing a user name and a link to set their password. This option doesn’t actually create the user in the system until the user sets their passwordSlide6
Create User
: This option creates a user in the system and sends the user an email letting them know their user name and password for logging in to pinSIGHTSlide7
Selecting a Role:
There are 3 roles available for usersAdminAgent
AgentICSlide8
Role:
AdminAdmin’s can send invites and create new usersAdmin’s can disable and delete users
Admin’s
are able to view reports for all reservations made under the agency
Admin;s
are
able to access bookings made by any agency user
Anyone you want to be able to be able to administer your account should be created as an
AdminSlide9
Role:
AgentAgent’s are able to view reports for all reservations made under the agencyAgent’s are able to access bookings made by any agency user
If you need your agents to be able to view/cancel each others bookings, create your users as
AGENTSlide10
Role:
AgentICAgentIC’s are able to view reports for their reservations onlyAgentIC’s
are only able to access their own bookings
I
f you only want the agent to see and administer their own bookings, create your users as
AGENTICSlide11
Disabling or Deleting Users
Admins have the ability to Disable or Delete users from the User ListSlide12
Disabling/Enabling Users
Disabling the user will retain the user info and any bookings made by the user
Users who made bookings should only be DISABLED and should never be deleted
You can enable any disabled user if their status changes in the future
Click
Yes or No to complete
Click
the Status Icon to Enable or Disable the user Slide13
Deleting Users
Deleting the user will permanently erase the user and their bookings from the system
Users who made bookings should only be DISABLED and should never be deleted
Click
Yes or No to complete
Click the g
arbage
c
an icon to delete the
user
Use the delete function to clean up errors in user creation