Setup Employees and Permissions

Employees can be assigned a permission level according to their duties and responsibilities.

• Administrators
  Full access to all configuration, licensing and scheduling options in the program.
• Operations
  Full access to all schedule management and batching functions.
  Full access to create a batch of schedules and change a range of schedules using the management tools.
• Supervisors
  Change an existing schedule including class settings.
  Full access to create a new schedule and change all details of an existing schedule.
  Create and change vouchers.
• Staff
  Create and change bookings, update customer profile information.
  
• Restricted
  View only access of bookings, unable to change the schedule filter.
  This is generally given to 3rd parties who only need read-only access.

Permissions overview

To setup a new employee:

1. Click File > Configuration > Employees.

   

2. Click Add.
3. Search and Select the employee from the Address Book.

   

4. Enter the Password for the employee and click OK.

   

5. New employees will automatically be set with Staff permission.

To change the permissions of an employee:

1. Click File > Configuration > Employees.
2. Select the employee from the list.
3. Click Set.

   

4. Mark the permission level of the employee.

To remove an employee:

1. Click File > Configuration > Employees.
2. Select the employee from the list.
3. Click Set.

   

4. Click Disabled.

Note: This only removes the permission of employees, their Address Book entry in the database remains.

To change the password of an employee:

1. Click File > Configuration > Employees.
2. Select the employee from the list.
3. Click Set.

   

4. Click Set Password.
5. Enter the password.

   

6. Click OK to save.

To access the employee management from the Login window:

1. Enter your Username and Password.
   You must be an Administrator to change employee permissions.
2. Click Options.

   

3. Click Manage Employees.

   

Employee password recovery

1. Start the Booking Agent.
2. Enter your User Name.

   

3. Click Options.

   

4. Click Recover my Password.

   

Advanced: Override Permissions

1. Open the Booking Agent.
2. Click File > Configuration > Services.

» Add or update a configuration option in the Services XML document

Elements:

• //Configuration/Settings/Permissions/Tools
• //Configuration/Settings/Permissions/Tools/Operations/Locations
• //Configuration/Settings/Permissions/Tools/Operations/Segments
• //Configuration/Settings/Permissions/Tools/Operations/Equipment
• //Configuration/Settings/Permissions/Tools/Operations/Classes
• //Configuration/Settings/Permissions/Tools/Operations/Crew
• //Configuration/Settings/Permissions/Tools/Operations/Tiers
• //Configuration/Settings/Permissions/Tools/Operations/Policies
• //Configuration/Settings/Permissions/Tools/Operations/Status
• //Configuration/Settings/Permissions/Tools/Operations/Groups
• //Configuration/Settings/Permissions/Tools/Operations/Flags
• //Configuration/Settings/Permissions/Tools/Operations/Options
• //Configuration/Settings/Permissions/Tools/Accounting/Accounts
• //Configuration/Settings/Permissions/Tools/Accounting/Currencies
• //Configuration/Settings/Permissions/Tools/Accounting/Taxes
• //Configuration/Settings/Permissions/Tools/Accounting/Payments
• //Configuration/Settings/Permissions/Tools/Accounting/Inventory
• //Configuration/Settings/Permissions/Tools/Accounting/Coupons
• //Configuration/Settings/Permissions/Tools/Accounting/Vouchers
• //Configuration/Settings/Permissions/Tools/Accounting/Agents
• //Configuration/Settings/Permissions/Tools/Accounting/Customers
• //Configuration/Settings/Permissions/Tools/Accounting/Pricing
• //Configuration/Settings/Permissions/Tools/Accounting/Fares
• //Configuration/Settings/Permissions/Tools/Accounting/Billing
• //Configuration/Settings/Permissions/Tools/Accounting/Postings
• //Configuration/Settings/Permissions/Tools/Schedules/Delete
• //Configuration/Settings/Permissions/Tools/Bookings/Delete

Attributes / Values:

• Attribute: Permission
  Value: “n”
  5 = Administration
  4 = Operations
  3 = Supervisor
  2 = Staff
  1 = Restricted
  0 = No Access

• Attribute: Contact_ID
  Value: “n,n,n..”
  Customer # from the Address Book, multiples allowed

Example: