Association Users and Permissions

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If you have few properties in our system and you'd like to have access from one page to different properties - association is exactly what you need.
The association offers different options and features that will be described below.

If you are interested in association option for your several myfrontdesk accounts - please contact your Cloudbeds Market Representative or contact our Support team at support@cloudbeds.com.

Association Overview

If several properties are added to one group - they become an association. 

The association admin user is an association owner - he can add association users to a group.

All association users can switch between myfrontdesk accounts within a group as shown in the example below (by clicking hotel icon in one of the myfrontdesk accounts):

The association has a unique URL which redirects to the manage section as shown in the example below:

  1. Properties: there is a list of myfrontdesk accounts added to the association.
  2. Admin Users: the page where you can add and edit association users.
  3. Reports: page containing different types of production, tax and other reports for the association.
  4. Activity Log: shows the activity of all association users/owner.
  5. Email Delivery Log.
Users and Roles in Association

When we discuss associations, it's very important to understand its roles.
There are 3 main roles.

 Property Owner
  • Can't switch between different properties
  • Shows up in the property's user list
  • Property Owner can't be disabled
  • Only user with access to Credit Card Security page (can grant credit card permissions to other users)

The property owner can't switch from property to property via the association icon. The property owner has to log in as Association user or Association owner.

 Association Owner
  • Can switch between different accounts
  • Shows up in property's users list but can't be disabled from there
  • Has maximum permissions except for Credit Card Security page access
  • Should be granted permission to view credit card details
  • Association owner can view list of Admin users, add and edit them

The association owner and association user see the switch icon in the associated accounts.

 Association Admins
  • Can switch between different accounts
  • Show up in property's users list but can't be disabled from there
  • Have maximum permissions except for Credit Card Security page access
  • Should be granted permission to view credit card details
  • Can't change the association owner details
How to edit associations users information

1. Go to 'Admin Users' tab

2) Click the pencil icon

 

3. Edit the user's information

4. Click 'Save'

How to deactivate an associations user

1. Go to 'Admin Users' tab

2) Click the pencil icon

3. Switch the user's status to 'Inactive'

4. Click 'Save'

How to change an association owner's email address

The easiest and best way to transfer ownership of the account is for the current association owner to change the email address in the association page > Settings.

Viewing Credit Card Details for Association Users

1. Property Owner can set his own credit card viewing password and grant permission to set credit card password for Association Users/Owner.

2. Association Owner should be granted a permission to view credit card details by a property owner of each account within the association.

3. Association User should be granted a permission to view credit card details by a property owner of each account within the association

 

System Notification Preferences for Association Users

On System Notification Preferences page in myfrontdesk you can configure who (which email address) will receive certain system emails.

Association Users and Owner will also be in the staff list so their email preferences will be customizable.

FAQ

1. Is it possible to upgrade a property user to an association user/admin?

No, each unique email address can only be used to create 1 myfrontdesk/association user. However, if the user uses a Google-based email address, they can add an extension to their email (for example: test@gmail.com >> test+1@gmail.com) and use that email address to create their association user.

Have more questions? Contact Support

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