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Adding and managing operators

Inviting colleagues, the difference between Invite and Add New, and setting up email signatures.

Inviting someone is the moment guest data access is granted. The role and the properties you pick in that form decide what they can read from their first login, so it is worth getting both right rather than fixing them later.

Operators live under Settings > Operators, and the section is visible to Admins only. If you cannot see it, you are not an Admin on this account.

The Operators list in Settings

Finding someone

  • Search by name to jump to one operator.

  • The tabs at the top switch between online and offline operators. The default is All.

Two ways to add someone

Both buttons sit in the top right of the Operators screen, and they differ in who sets the password.

The Invite and Add New buttons on the Operators screen

Invite sends an activation email and the new operator sets their own password. Nothing sensitive is passed between you.

The invitation form

Add new creates the account there and then, with a password you choose and have to pass on. Use it when the person cannot receive the email, or when you are setting up several accounts at once.

Creating an operator directly with Add New

Adding an operator

  1. Go to Settings > Operators.

  2. Select Invite or Add New in the top right.

  3. Fill in their name and email address. If you chose Add New, set a password as well.

  4. Choose a role. See Operator roles for what each one reaches, and note that you can add two.

  5. Under Accessible Apps, select the properties they should be able to work in. Leaving this empty is not the same as giving no access, so choose deliberately. See Accessible Apps.

  6. Select Save.

If you set the password yourself, share it securely, for example through onetimesecret.com, which destroys the message after it is read once. Bookboost holds your guests' personal data, and keeping it away from anyone outside your organisation is your responsibility rather than ours.

Email signatures

Each operator can save signatures that appear on outgoing email, and can have more than one. They are not set here on the operator record. Each person adds their own under Inbox Settings > Signatures, in one of three ways.

  • Editor. Type the signature straight in, with formatting, colours, lists and links. No HTML needed.

  • HTML. Paste HTML you already have, with a preview before you save.

  • Local file. Upload an HTML file.

See Create and manage your email signatures for the full guide, including how to set which signature is added automatically to new emails and which to replies.

What this does not do

  • Only Admins can invite, assign roles, or change property access. Other operators can see their own role and Accessible Apps on their profile, but cannot change them or see anyone else's.

  • An empty Accessible Apps list is not a restriction. An operator with no properties selected can fall back to organisation-level access, so assign properties explicitly.

  • Bookboost cannot recover a password you set. Passwords are not visible to us or to you after they are saved. If it is lost, reset it rather than looking it up.

  • Signatures are per operator. There is no account-wide signature you can push to everyone, and an admin cannot create or edit one on someone else's behalf.

What to do next

Once someone is in, check what they will actually see: Operator roles for the sections, and Property-level data visibility in the Unified Inbox for the conversations, reservations, and figures their property access filters.

Getting help

Open Help at the bottom of the left menu and choose Talk to Us, or email support@bookboost.io.

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