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Users (People)

Users are the individuals associated with Companies (Clients).

List Users

The Users list displays all Users currently set-up within Meeting Hub.  From this User List you can search for a User by First Name or Last Name. The Action Button enables you to View User Details, Edit Users and Archive Users.

Add User

To Add a User click on the plus button. When adding a new User you will need to complete all fields marked with an asterix.  The remaining fields are optional.

Add User

Type of User

The User Type determines the level of access this particular user will be given.

  1.  Basic User Role:– This is the default user type assigned to all new user accounts when created.  A Basic User can only make bookings.
  2. Customer Service Representative Role:– This level of access allows a Custo*mer Service Representative (for example Reception) to perform all the functions required to make & manage bookings.  A Customer Service Representative is unable to change any settings in Meeting Hub which have a financial impact e.g Rates, Discount Levels, Gratis (Free) usage, Vouchers etc.
  3. Business Center Admin Role: – This level of access allows a Business Center Administrator (typically someone who is responsible for managing all aspects of bookings including setting rates, discounts etc.) to manage and maintain all aspects of Meeting Hub including financial & accounts payable integration parameters.

 

First and Surname

The firsts and surname will be displayed on booking confirmations, billing files and Tax invoices after a booking is made.

Email Address

This will be the email address used to login to Meeting Hub and make bookings.  Confirmations will also be sent to this address.

Mobile

The mobile number of the user.

Client Name

This is the name of the company with which the user is associated.

TIP: once the first 3 letters are entered Meeting Hub will prompt a list of pre-registered companies.  If the correct company is not yet added it will be created once the New User is saved.  Check your Client list for the new company.  If you need to add custom discounts and gratis minutes you can do this as well.

Address

This field is optional as often the address details are already contained within your billing system.

in Manage Users & Companies Tags: add useraddressedit userindividualsusers

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