Grant user access and privileges

Administrators work on the Access & Privileges page to grant and remove access to locations. From the Location or Subscription Users page, select a user to open their profile, and then click the Access & Privileges tab.

There are five access level roles available in MeetingBroker. You can assign more than one role to a user, and you can assign a different role at each location if necessary. When determining which role to assign to a user, walk through these steps:

  1. Identify which RFPs the user should be able to see and/or edit at the location and assign either Manager, Director, or Supervisor access.
  2. If the user will also perform administrative duties, assign them Location Admin access. If they should be a Subscription Admin, use the General page to assign those rights.

Sales Manager

View, edit, and report on only RFPs they own, they have been copied on, or have been added to the RFP Team.

Director

Full access to view, edit, and run reports on all RFPs for all users at the location.

Supervisor

Director-level access to reports. View-only access to RFPs.

Location Admin
  • View and modify the administration pages for the location (for example, location setup values, assignment rules, and escalation).
  • Create and update users for the location (cannot inactivate users or modify Subscription Admins).
  • Add and remove user access for the location.

The Location Admin access level must be combined with another access level (such as Manager or Director) if the user is meant to view or modify RFPs. If a user has only Location Admin access, they will not be able to view or run reports for the location.

Subscription Admin
  • View and modify the administration pages for the subscription (for example, subscription setup values, master accounts, and reminders).
  • Full access to administration settings for all locations in the subscription.
  • Create, update, and inactivate any user for any location in the subscription.

A user with Subscription Admin access needs to be added with another access level (such as Director or Supervisor) to each location on the Access & Privileges tab of their user profile if the user is meant to view or modify RFPs. If a user has only Subscription Admin access, they will not be able to view or run reports on RFPs.

Examples of common access role assignments

Manager only - Members of the sales team who have goals and should not see leads for other markets or territories at their property.

Director only - The Default Lead Coordinator, members of the sales team at properties that share the workload on all leads, coordinators or assistants who help others with their work but don't have their own goals, a Director of Sales or Catering who should see and be able to reassign leads to others on the team.

Director and Location Admin - The property administrator and members of leadership who completed training on the administrative settings.

Supervisor only - A Revenue Manager or General Manager who wants to run reports or look up lead details but won't actually complete any user tasks.

Location Admin only or Subscription Admin only - an IT person that manages user log ins but does not run reports.
  1. On the Access & Privileges page, click Add Location to open the Select User Roles page.
  2. In the Add As field, select the appropriate access role.
  3. Select each location where the user should have this access level.
  4. Click Add Location. You are returned to the Access & Privileges page, where the associated locations and roles now display.

Repeat if you need to add other locations or roles.

If you need to change or add another access role, you can do that from the list of associated locations on the Access & Privileges page.
  1. Click the location to open the Select User Roles page.
  2. Select or clear the roles, and then click Assign.

  1. Select each location the user should no longer be able to access.
  2. Click Remove.

In large subscriptions, you may see users listed at your location who you are not familiar with. Typically, these are corporate users whose access should not be removed.

Learn more...

Overview: User management

Overview: Location administration

Overview: Subscription administration