How can I change a user's access code?
Why Is a Team Member’s Portal View Empty?
What Can Each User Role Access?
Which Actions Can Be Controlled Through Permissions?
How can I change a user's access code?
You might need to give a user a code they already know, to do this you can change the user's random code. To update a team member’s access code,
Navigate to the Users page (Organization > Users)
Select the user whose code you want to update
Go to the Access tab
Click Change Code under Current access
Choose the new code
Wait for the new access to sync
Why Is a Team Member’s Portal View Empty?
If a team member can't see anything on their portal using their log in or if there are properties or group that they can't see on their end, you might need to check the permissions.
Navigate to the Users page (Organization > Users)
Select the user whose code you want to update
Go to the Permissions tab
Click Change Code under Current access
Choose the new code
Wait for the new access to sync
What Can Each User Role Access?
There are five user roles you can assign:
Admin – Full access to all features.
Manager – Can view all categories but cannot delete Guides, Properties and Groups, Tasks, Task Templates, Workflows, or Users. Additionally, they cannot access Setup Guide, Accounts, Staff Codes, or Logs.
Standard – View-only access with no permissions to modify anything. Restricted from Workflows, Integrations, Organization, Account, and Lock Codes.
Custom – Allows you to manually select specific permissions for the user.
Which Actions Can Be Controlled Through Permissions?
Here are the Categories under Permissions:
Dashboard
Devices
View, Manage and ControlGuides
View, Manage, and DeleteProperties & Groups
View, Manage, and DeleteReservations
View and ManagePayments
View and ManageTasks
View, Manage, and DeleteTask template
View, Manage, and DeleteWorkflows
View, Manage, and DeleteIntegrations
View and ManageOrganization
View, Manage, and Setup GuideUsers
View, Manage, and DeleteAccess
Smart Code AccessAccount
View Account Owner and AdminLock codes
View guest/backup code, Manage lock codes, and View Staff CodesOther
View Events, Analytics, and Logs