Registration & Onboard Guide
Modified on: 2025-07-04 17:05
TABLE OF CONTENTS
- Overview
- User Types and Roles
- Registration Methods
- Administrative Approval Process
- Account Management Features
Overview
This guide explains how users can register and gain access to the hotel management platform. There are multiple pathways for user registration depending on your role and how you're being invited to the system.
User Types and Roles
Program Administrators
- Central team members (e.g., hotel chain headquarters)
- Have access to admin section with full system oversight
- Can invite users and manage all accounts
Account Users
- Property-level users who manage specific hotels
- Can be owners, admins, or standard users of Accounts
- Have varying access levels within their assigned properties
Account Access Levels
- Owner/Admin: Full administrative access to the account
- Standard: Regular user access with standard permissions
- Viewer: Limited view-level access
Registration Methods
Method 1: General Program Invitation (by Administrator)
Step 1: Administrator Sends Invitation
- Administrator logs into the admin section
- Navigates to "Users" in the left menu
- Clicks "Invite User"
- Enter the user's email address (you may add more than one)
- Clicks "Send Invitations" to confirm
Step 2: User Receives Email Invitation
- User receives email: "You've been invited to [Program Name]"
- Email contains login email and registration link
- User clicks link to begin registration
Step 3: User Registration
- Complete registration form:
- First name
- Last name
- Email address (pre-filled, cannot be edited)
- Password
- Click "Create"
- Verification code sent to email
- Enter verification code to confirm registration
- Click "Get Started"
Step 4: Property Selection and Account Setup
- Select the property you represent from the list
- Click "Next"
Two scenarios may occur:
Scenario A: Hotel Already Has an Account
- System identifies existing Account
- User requests access to that account
- Account owner receives notification to approve access
- Owner approves or denies the request
Scenario B: Hotel Is not part of an Account
- User may add the property to an existing account they already manage, or create a new Account
- Provide account name
- Fill in billing information:
- Company name
- Contact email
- Address, region, city, country, postcode
- Agree to terms and conditions
- Click "Create Account"
- Hotel Access request sent to administrator for approval
- Administrator reviews and approves hotel assignment to the newly created Account
Method 2: Direct Account Invitation (by Account Owner)
Step 1: Account Owner Sends Invitation
- Account owner/admin logs in
- Goes to "Settings" → "Members" (bottom left menu)
- Views current account members
- Clicks "Invite Users"
- Enters email address and selects access level (Admin/Standard/View)
- Sends invitation
Step 2: User Registration
- User receives email invitation
- Completes registration process (same as Method 1, Steps 2-3)
- Immediate access granted to the specific account
- No additional approval needed
Method 3: User-Initiated Access Request
- User clicks on account name (top of interface)
- Selects "Browse All"
- Views "My Accounts" tab (current accounts) or "All" tab (all available accounts)
- Uses filters to find desired account by hotels or users
- Clicks "Request Access"
- Admin of the account then receives an email to either grant or reject access
Administrative Approval Process
For Hotel Assignment to New Accounts:
- Administrator navigates to "Hotels" section in the admin menu
- Reviews hotel access request which displays:
- Hotel name requesting assignment
- Account requesting the hotel assignment
- Owner name of the requesting Account
- Administrator decides whether to approve assigning the hotel to that specific Account
- Approves or denies the hotel assignment
Account Management Features
Multi-Account Access
- Users can be members of multiple accounts
- Easy switching between accounts via dropdown menu
- View all accessible accounts in one interface
Account Hierarchy
- Accounts can contain one or more properties
- Multiple users can be members of the same Account
- Different access levels control permissions within accounts
Administrative Oversight
- Admin account users have view access to all program accounts
- Central oversight and management capabilities
- Ability to invite users at program level
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