The user section allows super admins to create roles, add/remove users and adjust user permissions. There are 4 different default roles to choose when creating a user. Each role provides certain access to the platform, create a new role to customize user access further.
Table of Contents
Access Users
- Go to the Company tab inside Whistle
- Select the Users section
Roles
Type of Roles:
Super Admin
- Complete access to 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, 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, 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 Roles
Scroll down to roles:
- Click + Create Role
- Add Role details (Name, Description, Access into Whistle)
- Save
Edit /Delete Roles
- Click View next to the role you are updating
- Edit Role details or click to delete
Departments and Positions
Add Departments
Scroll down to departments
- Scroll down and click + Create Department
- Enter Department Name
- Click Confirm
Add Positions
- Click + Add Position under the associated department
- Enter Position Name
- Click Confirm
Delete Department or Position
- Search for department to remove and under actions click the Red Trash
- Click the X button next to the title to delete the position
- Click Confirm
Users
Import Users
- Click on Import Users
- Select users to import and make active in Whistle.
- If you want to add a new user, you must first create that user on your Cloudbeds PMS account.
Edit Users
- Click the Down Arrow next to the user to edit
- Edit Access Role
- Edit User Profile (display name, signature, first and last name, contact phone number)
- Edit User Departments (positions)
- Edit Notifications (availability, enable SMS and email notifications)
Remove Users
- Search the user you wish to remove
- Under actions, click the Red Trash Can and Confirm
If the red trash is not shown, edit access role to Basic User.
Approve / Decline Users
- Scroll down to requests
- Click Approve next to the user to provide access
- Click Decline next to the user to deny access
