🎯Profile Information
One of the first steps in setting up your Gazebo accounts is to edit your profile information, , administer user accounts to individuals within your organization, and setup basic information about your Company.
Gazebo Profile Setup
Select your profile photo at the top right of the page to view or edit your user profile information:
Update Your Contact Information: Update your Email Address, First Name, or Last Name by typing directly into the form field. Select the "Save" button to retain your changes.
Upload or Change Your Photo: Click on the photo to choose an image to display for your profile. Choose a square image or it will be distorted when added. Select the Save button to retain your changes.
View Your Account Log: You may view (but not edit) the date and time your profile was created, and the last login date and time.
Change Your Password: Select the Change Password button to receive a temporary password and reset link to the email address for your account.
Gazebo User Administration
🎯You can manage user accounts for individuals in your organization who assist in overseeing rentals and operations.
Add a New User: To add or update users for your software subscription, select User Administration from the navigation menu.
Select the "Add User" button.
Provide a valid email address and enter the First and Last Name of the new user.
Select the "Save" button to save this user and send a password reset message to the email address for the user.
Update an Existing User: To make updates to a user in your subscription select the pencil icon next to the user name. You may update the email, first/last name, inactive status.
You may also select Reset Password to send a message to the email address for this user. The message will have a login link and a temporary password for the user to log into the system. They will be prompted for a new password at that time:
User Roles and Permissions
🎯In Gazebo, users can be given specific roles that grant them a range of permissions. These permissions enable them to view pages, reports, and data, or to modify data within the system. However, only users with the Administrator role have the authority to add or modify users and allocate roles to them.
Assign User Roles:
Select User Administration from the navigation and click the pencil icon to edit the user.
Choose a role from the Permissions dropdown menu.
Select "Save".
User Permissions Are Additive
🎯If you wish for a user to have a mix of permissions not available in a single role, you can assign them multiple roles.
Example: suppose you want a user to have the permissions of a Booking Manager, who can view the Invoices tab but can't create invoices or process payments. To also empower them to handle financial tasks, first assign them the "Booking Manager" role, and then click the '+' icon to add the "Financial role" to their profile.
Here is a list of the roles and their associated permissions:
Role | Permissions |
Administrator |
|
Booking Manager |
|
Financial |
|
Housekeeping |
|
Kitchen |
|
Maintenance |
|
Note: External users, the "Organizer," have specific access privileges and cannot be assigned any of the roles mentioned above. Organizers can:
View any information related to their booking that is available on the portal
Change their password
Download and upload documents
Sign contracts
Gazebo System Preferences
🎯Basic details about your company or organization are crucial for external communication and for arranging dates and times. To view or edit this information:
Select "Setup" on the main navigation, under Administration. Scroll down the page and select "Other" from the setup options.
Select "System Preferences".
Add or update your company or organization information
Update Your Company Information: Enter or update your Organization’s Name, Primary Address, Primary Email Address, Primary Phone, and contract-related information.
Set Your Time Zone: The time zone setting you choose affects the date and time merge fields when you schedule activities. Select the appropriate time zone for your scheduling needs.
Set Your Session Timeout: Enter the number of minutes that a session will remain active before timing out. This setting applies for all users in your Gazebo subscription.
Define Terms and Conditions: If you have standard terms and conditions for rentals, payments, or registrations, define them here for use with the built-in contract generator.
Note: If you're utilizing custom templates, avoid setting them in this section. Instead, include these terms directly in your contract templates.