Adding and managing Users – Members and Admins
Adding, editing, removing and approving Users - Members or Admins
This guide will teach you how to manage users of your Roomzilla page as well as the different permissions they will have compared to an admin. Received a membership request? This article will guide you on how to manage it.
For information on setting up member registration rules, please refer to our article on Registration preferences Settings.
Access levels explained
Member [A]—Users can simply use Roomzilla for all their booking needs; they do not have access to the admin sections.
Admin [B]—An admin has full access to your Roomzilla page and all of its settings; they can perform any administrative tasks.
User status explained
Invited [3] – The user has a pending invitation that remains valid for 14 days from the date of sending. After this period, the invitation will expire, and the user will no longer appear on the list. To provide access, the admin must send another invitation.
Active User [4] – Confirmed user: If the toggle is switched on, they have full access to your page. If switched off [*], their access is disabled, and they cannot log in to your Roomzilla platform.
Adding new users
1. On the Admin section, head to the “Users” tab [1], where you can add [2] additional Users:
2. Fill out the below form, which, upon completion, will send an invitation out directly to your new User:
3. Upon activation, they will have full access to your Roomzilla page.
Bulk upload of users
See our article on User Bulk Upload to learn how the “Bulk Add” feature [***] works.
Editing users
To edit any Users’ details or access level in your organization, head to the “Users” tab [1], then select the given User row [6] and hit “Edit” [5]. You will see the same form as before. Name, Last Name, and role can be updated. Once filled out, just hit “Save”.
Deleting users
To remove access to your page for a particular User, head to the “Users” tab, then select the given User’s row [6] and hit “Delete” [7].
You will be prompted to decide on removing this User’s account only or the account along with their future reservations:
If you leave future reservations made by this User in the system, they will remain on the timeline without any host assigned [8].
Approving membership requests
If you display Public sign up form on your login page and require admin’s approval of membership requests you will be notified with an email if someone requests access to your page. Here’s what to do:
1. Log in to your Admin account and head to the “Users” tab [1], where you will see “Memberhip requests” sub-tab [9].
2. Next to each person who has requested access, you’ll find two options:
- Approve [10] Grants access to your page. Upon approval, the new member will receive a confirmation email and gain access after setting up a password. The new member’s details will then be displayed in the “Users” sub-tab [12].
- Reject [11] Declines the request and deletes the user’s record. The requester will receive an email notification with your decision.
The following aspect is worth noting:
- Membership requests will remain pending approval for 14 days. If they are not reviewed by an admin within this timeframe, they will be automatically removed, and the requester will need to submit a new request.