Assign, Update Members(Hosts), User Roles and Permissions

1. Start by navigating to the management dashboard

2. Go to the Members section to manage user access within your organization.

Go to the Members section to manage user access within your organization.

3. Add a new member to your organization by clicking the ‘ADD MEMBER’ button.

Add a new member to your organization by clicking the ‘ADD MEMBER’ button.

4. Enter the email address of the member you’d like to invite.

5. Select the new member’s role using the App Roles dropdown to control their access.

6. Assign the ‘Manager’ role for streamlined property oversight and team management.

Assign the ‘Manager’ role for streamlined property oversight and team management.

7. Close the App Roles dropdown once ‘Manager’ is checked.

8. Click ‘SAVE’ to add the member.

9. Quickly edit a member’s roles or details by clicking the edit icon next to their name.

10. Change or add roles for a user quickly via the App Roles dropdown menu.

11. Check ‘Admin’ to add it to the member’s roles.

12. Close the App Roles dropdown once both roles are checked.

13. Save changes to instantly update the member’s permissions and roles.

14. Access the Permissions section to review or update what each member can do.

Access the Permissions section to review or update what each member can do.

15. Assign or edit roles for users directly under Permission Levels.

16. Check ‘Manager’ to add it to the member’s roles.

17. Select the save icon to finalize assignment and updates of all roles and permissions.

18. A ‘Permissions updated’ message confirms the change.

19. Switch to ‘PROPERTY PERMISSIONS’ to fine-tune access on a property-by-property basis.

Switch to ‘PROPERTY PERMISSIONS’ to fine-tune access on a property-by-property basis.

20. Choose the property you want to manage permissions for from the ‘Select Property’ dropdown.

21. Pick the property from the list.

22. Edit property-specific roles to ensure the right level of access per site.

23. Check the roles each member should have at this property.

24. Hit the save icon to lock in recent permission changes and keep your team synced.