Add existing users to a location

If a user transfers to your property from another location in your subscription, you can add your location to their existing profile from the Location Users page.

You can also grant a user access to a location inside the user profile with the Access & Privileges page.

To add a user to a location

1. From the Subscription Administration Home page, click the Locations tab and select the appropriate location.
2. Click the Users tab.
3. Click the Add button to open the Select Users with Roles page.
4. In the Add As field, select the access role the user should be granted.

5. Select the check box next to the user.

6. Click the Add button to return to the previous page, where you will now see the user listed.

Access Roles

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.

Learn more...

Overview: User management