How to set up team account

The operation steps are as follows:

1. Create roles and set role permissions

2. Invite

3. Accept

4. Assign role and properties

See below for details.

1. Create roles and set role permissions:

• Create roles

Log in the master account, click Team&Members - Roles - New Role - enter the role name and confirm

Note: "role" is a position or status, such as customer service, finance, investor, etc.

• Set role permissions

Set the permissions for the role and save it, depending on the actual requirements.

2. Invite

Use the master account, click Team&Members - Team Accounts - New Team Account - Enter Account Email and Account title - Add

Note: The account being invited must be empty (no properties or channel accounts).

3. Accept

The invited account will register and log in Hostex to accept the invitation.

4. Assign role permissions and properties

• Assign role permissions

Team&Members - Team Accounts - Select role account - assign role and save

• Assign rooms (all rooms by default)

Property Privileges - Specified Properties - Select property