Create users
To create a user
- Click the New button at the top of the Users page (Subscription or Location).
- Complete all required fields on the General Information page.
| Field | Description |
| Status | Only users with a status of Active can log in to MeetingBroker and work with RFPs. After the user is saved, only a Subscription Administrator has access to this field. If the user is a Default Lead Coordinator (DLC) at an active location or subscription, the status of the user cannot be set as Inactive until another user has been assigned as the DLC on the Location Details page. |
| Email Only User | Select if the user works at an Email Only location. The Email Only User check box cannot be edited when the user is associated with a location. To clear the check box, you must first remove the user's access from all Email Only locations. |
| Guest Sender | This read only check box is automatically selected when a Guest Sender user is created via an external system or channel (this is rare functionality that only a few subscriptions will have). It cannot be modified from within MeetingBroker. |
| Name, Address, Telephone fields | Enter the user's contact information as it should be displayed to customers. This information is sometimes merged into the automatic email messages that are sent by MeetingBroker, and can display in reports. |
| E-Mail and User Name | Provide the user's primary work email address in both the E-Mail and User Name fields. If you're integrated with a sales and catering system and/or eProposal, this email address must match what is entered in those systems (including casing). Carefully verify the user's email address before saving. If you enter the address incorrectly, the user won't receive the temporary password email message that allows them to log in. If this happens, please contact Amadeus Support. Once saved, administrators do not have access to these fields. Only this user can edit their own User Name and E-Mail fields by clicking My Profile on the Home page. |
| Locale | This will determine date, time, and currency formatting in MeetingBroker for that user. For example, if you select English – United States, the time displays as 3:00 PM. If you select English – United Kingdom, the time displays as 15:00. |
| Roles | This section can only be modified by a Subscription Administrator. If the user has Subscription Administrator access, select that as their role. Otherwise, select None. The Meeting Planner check box is only used by a few subscriptions. This check box cannot be modified from within MeetingBroker. |
| Default Time | The time zone where the user works. This will impact the date and time stamp on their transactions and when escalation is calculated. |
| Comments | Lets you add more detailed information about the user if necessary. |
| Send to Personal Data Storage | If your subscription has implemented the Personal Data Storage feature, select to store a copy of the user's information as mandated by applicable laws. |
- 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.