8. Users & roles

1. Open Setup & Admin › System Admin › Users, then New user.

2. Enter the Name and Email (must be unique), choose a Role, and set a Password.

3. Keep Active on. An inactive user cannot log in.

4. Save.

   

Role	What it can do
Super Admin	Everything, including deleting users
Admin	Bookings, trips, customers, payments, boats, cabins, itineraries, extras, pricing, agencies, waivers, reports and settings; creates and edits users
Fleet Manager	Boats, cabins, itineraries, trips and extras; views bookings
Booking Manager	Bookings, customers and divers; records payments; New booking; bar sales
Customer Service	Views bookings, trips, customers and divers
Accountant	Payments, reports and credit notes; views bookings and customers

Good to know

Only a Super Admin can delete users, and a Super Admin cannot be deleted or deactivated from the list. To remove someone’s access, use Deactivate.

You’re set up. Read the full guides for Trips, Bulk Pricing and Extras & mandatory fees.