Manage your Whistle for Cloudbeds Users in the Company page and in the Me page.
1 - Manage your own user on the Me Page
User Profile
In the Mepage, you can manage your User Profile basic settings. Follow the steps below:
- Access the Me page
- Go to the User Profile section and edit if wanted:
- Your name
- Phone number
- Application language (this will change only the language of your access, not the company language).
Enable/Disable Desktop Notifications
In the Me page,
- Access the Notifications tab
- Switch the toggle on/off if you want to enable/disable sound and notifications
- Select the preferred sound
- Switch the toggle on/off for the features you want to enable/disable notifications.
- 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 Whistle for Cloudbeds.
2 - Manage Users on the Company Page
The Users section in the Company 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 Whistle 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 Whistle 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 Whistle.
This role is ideal for financial positions, like accounting.
Create Additional Roles
- Access the Users section on the Company page,
- Scroll down to the Roles section and click to
- Enter the role name
- Enter the role description
- Select the permissions this role will have in the system by ticking the box
- Save
2.2 Departments and Positions
- Access the Users section on the Company page,
- Scroll down to the Departments section and click to
- Enter the department name
- Click to confirm
- Click toto add a role to each department
- Enter the position name
- 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 Whistle are imported directly from Cloudbeds PMS.
When a user’s email is changed in Cloudbeds PMS, the user needs to be removed from Whistle and re-added.
Password settings are handled directly in Cloudbeds PMS.
- Access the Users section on the Company page,
- Click to
- Select the users you want to import
- Click to confirm
Edit, Approve/Decline and Remove Users
- Click the arrow next to the user email
- 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
- Under the actions column, you can:
- Click to approve/decline a new user
- Click on to remove a user.
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