1. Cloudbeds
  2. Cloudbeds Guest Experience
  3. Cloudbeds Guest Experience Configuration Hub
  4. Cloudbeds Guest Experience Company Settings Page and User Settings

Cloudbeds Guest Experience User Settings

Lorena Pamplona
Updated

Manage your Cloudbeds Guest Experience Users in the Company Settings page and in the Me page.

1 - Manage your own user on the Me Page 

User Profile

In the Me page, you can manage your User Profile basic settings. Follow the steps below:

  1. Access the Me page
  2. Go to the User Profile section and edit if wanted:
  3. Your name
  4. Phone number
  5. Application language (this will change only the language of your access, not the company language). 

Enable/Disable Desktop Notifications

In the Me page,

  1. Access the Notifications tab
  2. Switch the toggle on/off if you want to enable/disable sound and notifications
  3. Select the preferred sound
  4. Switch the toggle on/off for the features you want to enable/disable notifications.
  5. Choose your status availability. 

If you are still not receiving notifications after enabling them on the Me page, check your specific browser settings to manually allow notifications from Cloudbeds Guest Experience.

2 - Manage Users on the Company Settings Page 

The Users section in the Company Settings company.png page allows super admins to create roles, departments, add/remove users, and adjust user permissions. Check below how to manage the roles, departments and users. 

2.1 - Roles

There are 4 different default roles in your Cloudbeds Guest Experience account, and each role provides certain access to the platform. Check below the default roles descriptions:

Super Admin:

Complete access to the entire system.
Ideal for the hotel General Manager.

Admin

Access to everything aside from creating new users.
Ideal for Managers, Supervisors, and Cloudbeds Guest Experience Champions.

Basic User

This user has limited access and cannot edit any company/hotel-level settings.
Access to Guest conversations, Live Chat conversations, Team Chat, Tasks, and Reservations.
This role is ideal for day-to-day users, like front desk agents.

Billing Access Only

This user has limited access and cannot edit any company/hotel-level settings.
Billing can only see and interact with the Billing section of Cloudbeds Guest Experience.
This role is ideal for financial positions, like accounting.

Create Additional Roles

  1. Access the Users section on the Company company.png page,
  2. Scroll down to the Roles section and click to
  3. Enter the role name
  4. Enter the role description
  5. Select the permissions this role will have in the system by ticking the box
  6. Save

2.2 Departments and Positions

  1. Access the Users section on the Company Settings company.png page,
  2. Scroll down to the Departments section and click to
  3. Enter the department name 
  4. Click to confirm
  5. Click to to add a role to each department 
  6. Enter the position name
  7. Click to confirm

2.3 Users

Create new users

 If you want to add a new user, you must first create that user on your Cloudbeds PMS account. All users in Cloudbeds Guest Experience are imported directly from Cloudbeds PMS.

When a user’s email is changed in Cloudbeds PMS, the user needs to be removed from Cloudbeds Guest Experience and re-added.

Password settings are handled directly in Cloudbeds PMS.

  1. Access the Users section on the Company Settings company.png page,
  2. Click to
  3. Select the users you want to import
  4. Click to confirm

Edit, Approve/Decline and Remove Users

 Users with the Admin role cannot be removed directly. To display the Remove (trash can) icon, first edit the user and change their role to Basic. After the role is updated, you will be able to remove the user.

  1. Click the arrow next to the user email
  2. You can edit the following options:
    • User Profile: Display name, availability, enable/disable notifications, phone number, and application language.
    • Departments: Add positions of the departments where this user belongs to.
    • Access to Guest chat folders
  3. To remove a user with the Admin role, edit the user and change their role to Basic.
  4. Save the changes. The Remove (trash can) icon will become available under the Actions column.
  5. Under the Actions column, you can:
    • Click to approve/decline a new user
    • Click on to remove a user.
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Comments

2 comments
Date Votes
  • Avatar
    Warren Allen

    This seems to be outdated I cannot find the sound settings anywhere in the user menu. If not the ability to change the sound has to be added back the whistle is way too obtrusive when a guest is sending a lot of messages and you're trying to talk on the phone or do anything at the property. 

    0
  • Avatar
    Juss Reyes

    Hello, Warren Allen, 

    Thank you for your feedback. 

    We have created a new ticket for you, so that our dedicated team can take a closer look and assist you. 

    Kind regards,

    0

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