Managing users and creating roles in Aloha Pro is essential for keeping your team organized and ensuring that each member has access to the necessary functions and information based on their role.
Create and Assign Roles
Go to the "Users" Menu: On the left sidebar, click on Users, then select Roles.
Add a New Role: Click on Add New Role and define the purpose of the role (e.g., for Reception, select the relevant options for this role).
Assign Permissions: Set the specific permissions for the role, such as access to the dashboard, rooms, bookings, services, events, etc. This is where you define what the person assigned to the role will have access to.
Save the Role: After configuring everything, click Save to finalize the role.
2. Create a New User
Go to the "Users" Section: On the left sidebar, click on Users, then select Manage Users.
Add a New User: Click on Add New User and complete the necessary information for the person you're adding. Enter their name, email address, and phone number. It's crucial that these details are correct since the user will receive a notification with their login credentials.
Assign a Role: Select the role you want to assign to the user.
Save the User: Click Save to store the user's information.
User Notification: The new user will receive an email with their username and password to log in to their profile. Once they receive the email, they should follow the provided link, enter their email and initial password, and then they will be prompted to set a new password. They can also change their avatar if desired. After updating their information, the user will be able to access the system with the permissions assigned.
This process ensures that users are added correctly to your Aloha Pro platform, with appropriate roles and access permissions.