How can I create a new Hotelier?

How can I create a new Hotelier?

Creating a new hotel user begins in the "Hotel Users" section of the "Users" tab in the MCP. On this page, click "Add New Hotel User".



Then on the next screen, you'll determine what the hotelier's username will be, as well as what their first and last names are, and their hotelier email address.



Once you click "Save", the account will be created, and an account setup email will send automatically to the email address listed on the profile. 

Note: if you'd prefer to create the account now and not send out a setup email, you can prevent this from happening by simply toggling the "Enabled" checkbox in the top right. Then when it's time to send the email out to the user, just re-enable it and click "Save". The email will send!

Once the account is saved, you can begin assigning reports and hotel permissions.

Report Access

In this section, you can decide which reports your hoteliers will have access to in the "Reports" and "Rooming Lists" tabs of the system. 

First, you can use the toggle at the top to configure the account to be a reports-only account, which will mean the user will only see the "Reports" tab of the system.

Then, you can toggle on and off each of the available reports. The  beside some of the reports denotes that the report also shows up in the "Rooming Lists" tab! If you disable each of these reports, the "Rooming Lists" tab will disappear from the user's system.


Assigned Hotels

Finally, it's time to assign the hotelier their hotel permissions. Begin by selecting the properties that this user will have control over. Then, specify which events these permissions will apply to, whether it's a single event or if it's all events in your system. Bear in mind in order to assign a hotelier permissions to multiple events, but not all events, you'll need to repeat this process for each applicable event.


Next is configuring their access level. You can choose between "Full Access" and "Summary Only", which are defined as:
  1. Full Access: gives the hotelier full reign in the processing of reservations and change requests, and the generation of assigned reports.
  2. Summary Only: restricts the hotelier's access to all but the "Summary" tab of the HCP. Also provides you with the option of setting up an "Unlock Date", which is a date and time that automatically changes the user's access from "Summary Only" to "Full Access". This is typically set to the same moment as the hotel's cut-off date, as it's then time for the user to get to work.


In either case, you're also capable of giving the account credit card access. This will ensure that any time the hotelier is looking at a credit card number in the system, they're seeing the full, uncensored credit card information, and not a number that has six digits replaced with asterisks.

Once configured, click "Add Hotel" to save the new hotel(s) permissions to the account. 

The last noteworthy feature is assigning a "Deletion Date" to the permission. When a deletion date is configured and is reached, the access set up for the account for the hotel and event will automatically be removed from the profile, automating any need to revoke access once the event is complete.



Currently, it is not possible to delete an account once it has been saved. To achieve the same effect, it's best to simply disable the account. Doing so will also allow you to reuse a hotelier's email address in another account, as an address can only be assigned to one active account at a time.