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How to Add, Edit, or Remove a Secondary User (via User Management)
How to Add, Edit, or Remove a Secondary User (via User Management)

Learn how to make changes to your secondary users under User Management

Kelly avatar
Written by Kelly
Updated over 2 months ago

User Management allows you to provide secure and customized access to your Hospitable account. You can learn more about User Management here.

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How to Create a New Secondary User & Set Permissions

⚠️ If the user you're inviting already has a Hospitable account as a:

  • Secondary User: You should invite them using the same email they use for their existing Hospitable account. This will allow them to easily toggle between the accounts to which they have secondary user access.

  • Primary User: The same email cannot be used for both a primary and secondary user account. If this is the case, you can (1) reach out to support to have their account migrated to a secondary user account or (2) invite them as a secondary user using a different email than the one they currently use on Hospitable.

  1. Go to Settings

  2. Click on User Management

  3. On the User Management page, please click on + Invite a user to be taken to the new user's page.

  4. Add the user's first name, last name, and email

  5. Select their access (do you want them to have full access to your account or custom access?)

    Full access gives the user full permissions and access to your Hospitable account. Note, however, that secondary users do not have access to billing, muting or unmuting properties, or accessing API keys.

    Custom access allows you to set which permissions the user will have.

    If custom access is selected, go to Permissions and configure access settings.

    Access to the following features can be disabled or enabled for each individual user:

  6. Set Permissions: If you selected Custom access, you'll need to choose which of these to add to the secondary user:

Permission

Optional Sub-Permission

Description

Reservations

(Can not be removed)
View reservations dates, duration, guest information, & status

Reservations

Display financial data

View the fees for a reservation

Reservations

Manage Reservations

Add manual reservations & update manual reservations

Inbox

Access to the inbox to message guests and accept or decline bookings.

Display and allow input of notes that can be shown on the conversation page and on the Calendar when a reservation is selected.

Calendar

Access the calendar

Calendar

Display pricing

Display nightly rates

Calendar

Update pricing and min stay

Ability to edit the nightly rate & min stay

Calendar

Update availability

Ability to block out dates on the calendar

Properties

View & update property information & tags.

Guest Experience

Full access to Guest Experience

Add / edit / view: review rules, messaging rules, custom codes, canned responses, and message logs.
(This allows a user to edit upcoming scheduled messages.)

Operations

Full access to Operations

Add / edit / view: task rules, teammates, notification rules, and log.

Tasks

View tasks associated with Properties they have access to in the Properties Scope

**Tasks can still only be assigned to Teammates added in the Operations section**

Tasks

Update their tasks

Update tasks assigned to the user

(There must be an email match between the user and their Teammate profile)

Tasks

Update all tasks

View & update all tasks, regardless of assignment

Apps

Full access to Apps

Add / edit / view: webhooks, email routing, & third party integrations like (Mailchimp, Flightaware, Autohost and Pricelabs).

(Also allows users to suggest integration ideas)

Metrics

Full access to Metrics

Ability to export data about reservations, reviews, tasks and payouts.

Direct

Full access to the Direct booking site

Add / edit / preview sites and site information.

Direct

Display financial data

Allows access and visibility to Payout Methods and Payout History

Devices

View Access to the Device Dashboard and Setup page

Devices

Create, Update, Delete, Lock/Unlock

Write capabilities to the Devices Dashboard and Setup Page

Allow users to connect, delete, and update devices

7. Click on the Invite button at the bottom of the page to invite this new user

8. The new user will need to accept your invitation by email, which will allow them to create an account (or connect it to an existing Secondary User account)

9. (Optional) Repeat for as many users as you'd like


How to Edit a Secondary User

  1. Go to Settings

  2. Click on User Management

  3. Click on the user's name

  4. Make any changes to the user's name, email, or permissions

  5. Click Update


How to Delete a Secondary User

  1. Go to Settings

  2. Click on User Management

  3. Two options:

    1. Click on the ... next to their name > Delete

    2. Click on their name > scroll to the bottom of the user's page > click Delete user

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