In this article we will show you how to both create and edit new users and roles in Cloudbeds PMS.
We suggest that you create a new user for each staff member so you can track all changes made by them and set permissions based on the level of access you believe they should have.
- You can't delete a user from Cloudbeds PMS, however, you may disable a user.
- The same email address can be registered in different properties, but it cannot be used twice in the same property.
- If the same email address is registered in different properties, the user will see a Property Switcher in the top right corner.
Before you can add a new user, you'll need to create a user role for them. You can either use the "Administrator" role that is automatically created as an example on your account or create a new one (Ex: front desk employees).
- In Cloudbeds PMS, click on Manage (gear icon)
- Go to Roles
- Click on +ADD Role
- Add a Role Name
- Add a Role Description or notes (optional)
- Enable or disable any option to restrict/enable user's access for specific functionality
- Click or Unclick any specific option to restrict/enable user's access for specific action on that functionality
Find out more information about Roles and Permissions
You can edit created roles by going to the Roles page and clicking on the three dots menu:
How to Add, Edit or Disable Users
- Navigate to the Users page under the User Management section
- Click +ADD USER
- Add the user's Full Name, Email and apply a role
- Click Save
- After creating a new user with the email provided, the system will automatically send an activation link to this email account for the user to set up a password.
Each time a new user is added to the property, the property owner will receive an email notifying them that a new user has been created.
- After a user has been registered, they should check the mailbox for a Welcome to Cloudbeds email. Once they open the email and click Set Password, they will be redirected to set up a password for Cloudbeds PMS.
- The user should enter the password.
- Confirm password
- Click Confirm. The user is ready to use the system
If for some reason the user hasn't received the activation email, the Property Owner can re-send it on the Users page by clicking on Resend Activation Email:
You can edit users by clicking on Edit User in the three dots menu:
When critical user information is changed, the system will send an email to user. If the email address is changed, the system will send confirmation to their old email address.
Critical information includes:
- First Name
- Last Name
- Email Address
- Credit Card Viewing Permission
- 2FA Phone Number
You can disable users created if needed. The only exception to this is the Property Owner account, which cannot be disabled
To disable the user, switch the toggle next to the user on Users and Roles page:
- Users who have been deactivated will still appear in user logs. Besides the user's name it will say Inactive
- If you added the user email to "System Notification Preferences" page, the email will be automatically removed after deactivating the user
- It's not possible to delete the user
Change the account password by user
Users can change their system password:
- While logged in with the user's credentials, go to My User Profile page
- Click Edit System Password
Reset any user's password by Property Owner
Property Owners and Cloudbeds Support team can reset the system password from Users page.
For example, a Property Owner may reset the password for any user forcing them to set a new password for security purposes.
- To reset a specific user's password you need to be logged in to Cloudbeds PMS as a Property Owner
- It's not possible to reset a password for association user/owner
- Go to Users page
- Click Reset Account Password button next to specific user
- Click RESET to confirm
This will reset the current user's password so it's no longer valid and send the email with a link to create a new password for the user.
If the user is logged in to the system while the action is performed, they will be immediately logged out.