Staff Users

Only the Account Administrator Login will have access to this menu.

You can create multiple Staff login's with varying levels of access and modify details as necessary and modify or disable a user when necessary.

Please select one the options below for more information:


Instructions to CREATE a new User

  • Select the Search Staff Users option in the Users section in the menu
  • Select the New User button and follow the hover tips on screen and fill in all mandatory fields (displayed with a *)
  • Select Save 

Some helpful tips:

  1. Any username that you enter cannot be the same as any other iBex user.
    You will be notified if the username that you have chosen is already being used by another user when you try to Save it. 
     
  2. You must set what User Type they are as this will determine the level of access they have to your account.
    You can chose between Web Developer, Cleaners & Maintenance, Front Desk Starter, Front Desk Basic, Front Desk Advanced, Full Admin and Restricted Agent.

    If you are unsure of the User Types and what access they provide, you can create a user with one of the User Types and then log in to see what access they have or select to 'View User Types' in the Actions box on the right hand side.

    You can always amend the User Type if it is not providing the access that you required.


The new staff user will be saved and you can view their permissions in the Permission List tab. 

Tip - It is recommended that you login as the new user to check that they have the access that you expect and that you set their Screen Options (such as how their Booking Calendar would appear and what fields appear on the Quick New Booking screen).

 


Instructions to MODIFY a User

  • Select the Search Staff Users option in the Users section in the menu
  • Click on the Username that you want to modify
  • Update any fields as necessary using the hover tips on screen
  • Once you have made any changes click the Save button


Instructions to DISABLE a User

  • Select the Search Staff Users option in the Users section in the menu
  • Click on the Username that you want to disable/delete
  • Click the Disable button and confirm with iBex that you want the user to be disabled

Once disabled, the user will not be able to access iBex.

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