Edit users
The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.
You need to be a corporate administrator to edit a user's record. In addition to modifying the user details, you can assign different permission sets and property access levels to the user.
Property administrators can also grant users property access and assign users a default property.
To edit the user details
- Navigate to Setup.
- In the Quick Find search box, enter 'Users' and select it below.
- Click Edit next to the name of the user.
- Modify the fields on this page as needed. The following table describes the fields on the user record.
Field Description User Information First, Middle, and Last Name Enter the user's name as you want it to appear in the application and in customer-facing documents. Alias This field automatically populates and displays an abbreviation of the user's name. The alias is used on dashboards, reports, and other pages. You can modify this default if needed. This field allows up to eight characters. Email Enter the user's email address. All notifications are sent to this address. This field allows up to 80 characters. If your property is integrated with MeetingBroker, the user's email address must match the username and email address in MeetingBroker. If you are using eProposal, the email address in the eProposal user profile must match as well.
When you update the email address for an existing user account, select the Generate new password checkbox. This is important because this action sends an email to the user to accept the changes.
Username This field is automatically populated and displays the user's email address. You can modify this default if needed. This field allows up to 80 characters. Nickname This field is automatically populated and displays the name used to identify the user in a community. You can modify this default if needed. This field allows up to 40 alphanumeric characters. Title, Company, Department, and Division These fields are used to identify the user in a multiproperty org. User License Select one of the following license types: - Salesforce - This license is only used by corporate administrators.
- Salesforce Platform - This license is used by all other users, including property administrators.
The user license type you select determines which profiles are available for the user.
Role Although the role seems to be required, this field is not used for Amadeus applications. Ignore this field unless your company uses roles for standard Salesforce functions. Profile This controls which areas of the system the user can access and some of the basic actions they can perform. The user license type you select determines which profiles are available for the user. The following table provides a brief description of each standard profile. Do not modify these profiles. If a user needs additional permissions outside of what is defined in the user's profile, you can assign the appropriate permission set. For additional information on the tasks that each profile can perform, see Profiles, permission sets, and access levels.
An Event Only version of each profile is also available for properties that do not sell guestrooms.
Profile Description
User license Delphi Core Property Administrator This profile has access to property-specific configuration settings, such as guestrooms, function rooms, menus, taxes, and document templates. They can assign property access and default properties to users. This profile is specific to the Delphi Core product type.
Salesforce Platform Delphi Core User This profile is for users who need to work with accounts, contacts, inquiries, bookings, guestrooms, events, and volume contracts. This profile is specific to the Delphi Core product type.
Salesforce Platform Delphi Core Corporate Administrator This profile has access to all records at all properties and all areas of the application. Tasks such as entering corporate setup values, modifying page layouts, and creating users are performed by the corporate administrator. This profile is specific to the Delphi Core product type.
Salesforce Sales and Catering Property Administrator This profile has access to property-specific configuration settings, such as guestrooms, function rooms, menus, taxes, and document templates. They can assign property access and default properties to users. Salesforce Platform Sales and Catering User This profile is for users who need to work with accounts, contacts, inquiries, bookings, guestrooms, events, and volume contracts. Salesforce Platform Sales and Catering View Only User This profile is for users who only need to view and run reports. Users cannot create, edit, or delete any records. Users cannot merge or batch merge. Users with this profile must still be assigned Edit Owned Records or Edit All Records access at a property in order to view that property's records. Banquet user access
If your banquet team needs limited access, for example, to enter actuals or batch print BEOs, assign them the View Only user profile. You also need to assign the users the Banquet Access permission set. This lets the users work with events while continuing to have view only access to the rest of the system.
Banquet users with Edit Owned Records access need to be sourced on individual bookings to modify events and merge or batch merge. To avoid sourcing, assign your banquet users Edit All Records access. This allows them to work with events on all bookings at the property.
Salesforce Platform Sales and Catering Corporate Administrator This profile has access to all records at all properties and all areas of the application. Tasks such as entering corporate setup values, modifying page layouts, and creating users are performed by the corporate administrator. Salesforce Active Select this checkbox to give the user access. The user is able to log in to the application but cannot create records until you provide access to one or more properties. Users cannot be deleted. They can be deactivated, so they can no longer log in to Salesforce. Only a corporate administrator can deactivate a user by clearing this checkbox.
Deactivated users continue to display on all owned records. They also display on bookings where they were sourced. When their replacement is hired, you can transfer the records to the new user with the Reassign Owners utility. If you are on a version earlier than R41, you can use the Mass Transfer utility in Salesforce.
Locale Settings Select the time zone where the user works. If the user has access to a MeetingBroker integrated property in another time zone, the user's time zone determines when RFP escalations and reminders are sent. Locale determines how date, time, and currency display to the user in the application.
Generate new password Select Generate new password and notify user immediately to send the user the access information. Make sure to select this checkbox when updating the email address for an existing user to prompt the user to accept the changes.
- Click Save.
To modify the user's property access, permission sets, or default property, click Manage User Property Access.