Businesses that follow a franchisee model, want the front-desk staff to have complete access of ezConnect, whereas businesses that follow a call-center model, want to have multiple levels of access based on the roles of the employees to protect client information and privacy.

This article lists down the steps for configuring role-based access of ezConnect for your employees based on your requirements.

Configure role-based permissions

  1. Launch ezConnect.

  2. From the Options Pane, select User Management.

The User Management page opens.

3. From the Role drop-down list, select the role of the employee.

4. Configure the following settings for the selected role:

  • Access:

    • Access to ezConnect: Switch on this setting to enable access of ezConnect to the employee.

    • Enable all permissions: Switch on this setting to enable complete access to ezConnect for the selected employee.

  • Guests:

    • View Guest Profile: Switch on this setting to allow the employee to view the guest profile in ezConnect.

    • Show Contact Info: Switch on this setting to display the guest’s contact information to the selected employee.

  • Messages:

    • Send Message: Switch on this setting to allow your selected employee to send message to your guests.

  • Saved Responses:

    • Create and Edit: Switch on this setting to allow the selected employee to create and edit saved responses.

    • Send Saved Responses: Switch on this setting to allow the selected employee to send the saved response to your guests.

5. Click Save.
You have successfully configured role-based permissions to your employees.

See Also

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