How to Create a New User

Overview

Users are people who belong to your company on Rezdy (i.e. your staff). They have their own Rezdy login and configurable access to your company inventory, calendar and manifest, orders and customers, etc.

How to invite a new user

Note: You must be an Owner user to create and invite new users.

• Click Settings
• Click Users
• Click Invite user

• Enter the User's details
  • Enter the first name (required)
  • Enter the last name (required)
  • Enter the email address (required). The email address will be the username and MUST be unique.

• Select the appropriate Access role:
  • Owner: has full access, including all company settings (able to update all other user account levels)
  • Booking Administrator: can view reports and manage orders, inventory, create & update sessions in the calendar
  • Booking Manager: can manage orders, inventory, create & update sessions in the calendar
  • Booking Assistant: can create new orders and contacts
  • Staff: can view the calendar, manifest and order list
  • Resource: has access to the Mobile Manifest, limited to sessions with selected resources
  • Webmaster: has access to Website Integration settings and plugins
  • Accountant: has access to reports and the order list.

• Additional Options:
  • Order notifications: Allow Users to also receive Order notification emails (online orders only)
  • Internal Order notifications: If checked, this user will receive an email notification every time a new order is manually created.
  • View Company Notifications: Allow Users to view notifications
  • Send and receive messages: Allow Users to send and receive messages
  • Visible on company profile: Allow Users to be viewed within the Marketplace Profile
  • Receive Weekly Report Emails: Allow Users to receive Weekly Report Emails
  • Receive Abandoned Cart Emails: If you are using a redirection payment method like Paypal; check this box to receive emails if a Customer abandons their purchase.
  • Receive Bounced Notification Emails: Tick this box to receive a bounced email notification, useful when customers enter their contact details incorrectly.

Lastly, click Invite User