Create New Stayntouch PMS Users

When creating a new Stayntouch PMS user, you'll need to manage the user's permissions and select their Default Dashboard view. Permissions control what the user can do and/or access in Stayntouch PMS, while the Default Dashboard determines what information (guest counts, room counts, upsell activity, etc.) the user sees when they first login to Stayntouch PMS. Read below for more details.

CREATE A USER

Step 1. Navigate to Settings

While logged into Stayntouch PMS, choose Settings > Hotel & Staff > User Setup.

Select + ADD NEW.

Step 2. Enter Details

Enter the user’s details. All fields with a red asterisk are required:
- FIRST NAME
- LAST NAME
- EMAIL (RE-TYPE EMAIL)
- JOB TITLE
- PASSWORD (RE-TYPE PASSWORD)

IMPORTANT: When assigning the user a password, you DO NOT need to remember/share the password with the user. The user will receive an automated email with a link to create an entirely new password.

ADDITIONALLY: Once the user creates their permanent password (via the account activation email delivered to their email), their user status in Stayntouch PMS will auto-update to ACTIVE.

Step 3. User Roles/Permissions

Then, scroll down to the User Roles section.
Drag and drop a role to the ASSIGNED ROLES section.
We strongly recommend only assigning one user role to the assigned section (like in the example below), to avoid creating user profiles with conflicting permissions.
Based on the role(s) you assign, the user will have certain permissions auto-enabled for them.

Note: You can configure permission in Settings > Hotel & Staff > Permissions. There are certain permissions that control if the user can access different pages in Settings.

These pages may include the following (although some settings are not used for all properties):

Settings > Chain
Settings > Hotel & Staff
Settings > Zest
Settings > Promos & Upsell
Settings > Cards
Settings > Rooms
Settings > Financials
Settings > Rates
Settings > Reservations
Settings > Integrations
Settings > Station

Step 4. Default Dashboard

Next, at the very bottom of the page you’ll see the DEFAULT DASHBOARD dropdown menu (located under User Roles).
In addition to controlling what your users can do in Stayntouch PMS (with the permission settings), you can also choose to manage their Dashboard view.

The Dashboard in Stayntouch PMS is the main screen that opens after a user logs in. It often displays details like counts for due-in guests, due-out guests, stayovers, occupancy rates, etc.

There are three Dashboard viewsin Stayntouch PMS:
- Manager Dashboard: Default dashboard for the Hotel Admin user role.
- Housekeeping Dashboard: Default dashboard for the Floor & Maintenance Staff user role.
- Front Desk Dashboard: Default dashboard for the Front Office Staff user role.
To manage which dashboard will be assigned to a particular group's DEFAULT DASHBOARD (i.e., Manager, Housekeeping, or Front Desk), navigate to Settings > Hotel & Staff > User Roles.
Note: Regardless of which DEFAULT DASHBOARD you assign to a user, they will still have access to all the items in the Sidebar Menu.

Step 5. Save Changes

Always make sure to SAVE CHANGES before leaving this page.