Create a user for each person on your team instead of sharing your login details. This way, everyone signs in with their own email, receives their own verification code, and you can remove someone’s access without affecting anyone else.
User types
Host (administrator): full access to the account, including settings, integrations, payments and Deposit Management.
Agent: access to the Communications Hub (Comms Hub) and, in Easy Admin, to the Bookings and Check-ins lists.
All agents have the same level of access. It isn’t currently possible to customise permissions by user or department.
Before you start
For each team member, you’ll need:
Their own email address.
A phone number with WhatsApp, which is required to receive the verification code (2FA).
Several agents can use the same number, but whoever is signing in must have the phone at hand. The code is only delivered to the primary device, not to WhatsApp Web.
How to create an agent
Go to Account Settings.
Click Manage Users.
Enter the name, email address and WhatsApp phone number.
Save. The agent can then use the Forgot password option to set their password.
Best practices
Use the Agent role for guest service and operations staff. Keep the Host role for whoever manages the account.
If someone leaves the team, delete or deactivate their user.
Need help? Contact our support team through the chat.
