With Tashi, you can provide your vendors access to their accounts on your extranet and control their permission levels.


Pro Tips:

  1. If a vendor has used the self signup option, they’ll automatically get access to their account.

  2. However, if you’ve set up their account via the Business Group Dashboard, you’ll want to give them access via the ‘Staff’ tab.


Adding a User Profile

To add access, go to Business Group -> Staff -> Create a Staff Member.

(We recognise that ‘Staff’ may not be the best phrase for this section. We are working on updating this phrase to reflect our latest functionality better. 😃).

You’ll be asked to provide their basic information, email and an initial password, which the user can change from their ‘My Account section once they’ve first logged in.


Manage Roles

You can give access to relevant accounts and control permissions.

Pro Tips 💡:

  1. A user can be assigned to more than one account but they must be given a default login; the account that loads when they log in.

  2. You can use the bulk access dropdown to provide access to all accounts in your business group. This is best for members of your company or admin team.

  3. You’ll usually want to give the primary contact for your vendor a 'Full Access' user role so that they can complete all the setup tasks.


The Role Permissions Options

  1. No access: The user can’t access the account in any way.

  2. Full Access: Users can access all account sections, including all settings. This is best for senior users in your team, managers etc.

  3. Onboarder: The user can set up a Property and Experiences. This role is best for junior users for setting up properties or experience listings.

  4. Reservations executive: The user can view and manage Bookings, Guests, Payments and communications but can’t access main account settings. This is best for front desk and guest-facing users that don’t require admin access.

  5. Staff member: The user can access all sections of the account but does not have administrator rights. Best for mid-level users who need access to all areas of the account but not the main account settings.

  6. Tasks only: Use can only access the Front Deck Tasks. This is best for junior or external users utilised for housekeeping or minor operational tasks.

  7. Website Editor: The user can only access the standard Tashi website builder. This is best for users who are focused on the website only.

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