We strongly recommend that all staff who will have access to the TMO are given their own User ID and password with which to log in. This will serve to improve accountability, as bookings will be recorded against a particular person, but more importantly - it helps to maintain the security of your system.

Individual user profiles should be created for new staff members when they start working for you, and be promptly deactivated when they cease employment, so that you can be sure that only people currently in your employ are accessing your TMO at any given time.

To create a new user or edit and existing profile, select Manage Records and Users from the main navigation bar.

_{(Please note, this menu item is not available to all user permission types. If you don't have access to this option but believe that you should, please speak to an Administrator user within your company. We can advise who these users are if you're unsure - contact help@whytewaters.com).}

A list will appear of all the active user profiles associated with your company.

To find a deactivated user profile, tick 'Include inactive records'. Inactive records can be reactivated at any time, such as when a staff member returns to employment after having spent time away.

The Search field can be used to filter the results.

Editing Users or Updating Passwords

To edit an existing user, click into the record by selecting either their User ID or the 'Edit' icon to the right of the table.

All the user information except for the Password will be displayed.

To update any of the user information, make changes to the record as required and click 'Save Changes'.

The Password can be updated by typing a new password into both the Password and Verify Password fields (and then clicking 'Save Changes'). This will become active immediately.

Creating New Users

To create a new Webuser, click the + symbol at the top of the page.

Fill in the form as follows:

User ID - Used with the Password to log in.
First Name / Last Name - Name of the staff member who the login is for.
Description - Optional.
Email - Please provide a suitable email for this staff member.
Permission - See section below on the Permission levels available.
Password - Must contain at least 6 characters.
Active - This box must be ticked in order for the profile to work.

Click Save New to create the new Webuser.

Permission Levels

Front Desk User is the lowest permission level. Users can make bookings and search through booking history, but they are unable to view reports or manage user profiles.
Front Desk Supervisor is the second permission level. Supervisors can view booking reports but do not have access to manage user profiles.
Front Desk Administrator is the highest permission level with full access to booking reports, creating or editing user profiles, and managing the Activity Booking Link page (if applicable).

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