Work with location users
The Location Users page is where you can create new users, add existing users to the location, and manage user groups.
Create a new user - quick steps
- Click the New button at the top of the Users page (Subscription or Location).
- Complete all required fields on the General Information page. Double-check the following:
- The Status field has been changed to Active.
- The E-Mail and User Name fields are both the user's primary work email address, the email address is typed correctly, and if you are integrated with a Sales & Catering system or eProposal that it matches the user's email address in those systems.
- Click Save. An email is automatically sent to the user with a temporary password.
- Click the Access & Privileges tab.
- Click the Add Location button.
- In the Add as field, select the access level, and then select the locations where this access level should apply.
- Click the Add Location button to return to the previous page, where you will now see the location listed and the access level. Repeat as necessary for other locations or access levels.
To help users get started in MeetingBroker, send them to the New user tasks page after you create their login. This page guides them through things like updating Microsoft Edge settings and the options available in their profile.
Add an existing user to the location
- Click the Add button to open the Select Users with Roles page.
- In the Add As field, select the access role the user should be granted.
- Select the check box next to the user.
- Click the Add button to return to the previous page, where you will now see the user listed.
Remove a user's access from the location
It's important to quickly remove access to MeetingBroker when someone leaves your organization. As soon as you are notified that their employment is ending, follow these steps:
- On the Location Users page, select their row to open their user profile.
- Click the Access & Privileges tab.
- Click the Remove All Locations button. (If they are only leaving certain properties, select those and then click the Remove button instead.)
- If you are a subscription administrator, click the General tab, change the Status field to Inactive, and then click Save and Close. If you are a Location administrator, notify your subscription administrator that this user needs to be made inactive.
Making the user inactive prevents them from logging into MeetingBroker. Removing their access from a location prevents them from seeing any data if you are unable to change them to inactive immediately and they try to log in.