Create, Edit or Delete an User

Create, Edit or Delete an User

Creating, Editing or Deleting a User

Only Hotel Admin Users have the ability to manage users. If you are not an Admin, please contact your hotel’s Admin User for any user changes.
If you're unsure who that is, reach out to us at support@upsellguru.com.


🌟Best Practices for User Creation

🎯 Managing Performance: Give access to key stakeholders such as the General Manager and Department Heads. Enable weekly or monthly reports so they stay informed about upsell performance and trends.
💰 Managing Upsells: Assign at least 2–3 Users to receive upsell notifications (room upgrades, extras) to make sure no opportunity is missed due to absence or scheduling gaps.
👥 Efficient User Setup: You can create users individually or through Bulk User Creation (see instructions below). Set the right role, access level, and report preferences to match each user's responsibility.
🛎️ Front Desk Team Setup (On-Arrival Upselling): Use the Front Desk Agents bulk upload feature to quickly create multiple FO agents. Ensure agents only have access to On-Arrival upselling for a focused and simple interface.

🔑 Where to Manage Users

Navigate to:
Setup → Users

Here you find an overview of all your Users with their access rights. 

➕ How to Create a New User

Click "Add User" and fill in the following fields:

👤 User Information:

  • Name & Surname

  • Email Address (used for login and notifications)

  • Username (optional – useful for Front Desk agents)

  • Secondary Email Address (for password recovery if User has no email address)

  • Role – Only Admins can create and manage users

  • Level – Department Managers and Senior Leaders can access additional dashboards

  • Title

  • PMS Code – (Required for Front Desk upselling users)

✅ Permissions:

Access:

  • Extranet (Pre-Arrival, In-Stay, Setup and all Reports)

  • On-Arrival (ideal for Front Desk access only)

Setup:

  • Access to system setup

  • Access to email templates

  • Access to email delivery settings

Reports:

  • Monthly Performance Report

  • Weekly Performance Report

  • Billing Overview (Upsell summary sent on the 1st of the month)

Notifications:

  • Room Upgrade Requests

  • Extras Purchases (can be filtered by category, e.g. Spa)

  • PMS Error Messages

  • Registration Cards (PDF copies of completed cards)

Hotels:

  • Assign access to specific hotels as needed

👥 Bulk User Creation

Create multiple users in one go:

  • Add the name, email, role, level, and access for several users in a bulk entry form
  • All users will receive individual access credentials by email
  • You can edit or update user details later as needed


👥 On-Arrival Bulk User Creation

You can add multiple Front Desk Agents at once for the On-Arrival front desk upsell program:

  • Choose bulk upload

  • Use a generic Front Desk email (used for sending user credentials)

  • Input Name and Surname

  • The Username is auto-created but can be manually changed

✏️ How to Edit, Delete, or Resend Access

Click on the three dots (⋮) next to any user to:

  • Edit user details

  • Delete the user

  • Resend access information

New users automatically receive an email with login instructions and their password.

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