If more than one person will use Bookboost at your property, each of them needs their own operator account. Shared logins make it impossible to tell who replied to a guest, and they cannot be given different levels of access. This guide covers inviting your team, assigning roles, and managing individual profiles.
Adding a new operator
There are two ways to add a colleague.
Adding them directly
Use this if you want to create the account yourself and share the credentials.
Go to Settings, then Operators.
Click Add New.
Fill in their name, email address, and a temporary password.
Assign at least one role.
Click Save.
Sending an invitation email
Use this to let the colleague set their own password.
Go to Settings, then Operators.
Click Invite in the top-right corner.
Enter their email address.
Assign at least one role.
Send the invitation.
They receive an email with a link to activate their account.
Roles and permissions
Every operator must be assigned at least one role. Roles determine which areas of the platform the operator can reach and what they can do there.
Assign roles by job function. A front desk agent handling guest messages does not need access to campaign management, and a marketing manager does not need access to inbox assignment settings.
To review or change a role:
Go to Settings, then Operators.
Click on the operator's name.
Update their role and save.
Removing an operator
If a team member leaves, remove their access promptly.
Go to Settings, then Operators.
Find the operator.
Click the options menu and select Delete or Deactivate.
What each operator can manage in their own profile
Once operators are added, each person can keep their own details up to date. Their profile controls how they appear to the rest of the team.
Profile picture, so teammates can identify them at a glance.
Personal details, such as name and contact information.
Password.
Their assigned role and properties, which are visible but read-only for non-admins.
Updating a profile
Go to Settings, then Operators, using the left menu in the Unified Inbox.
Select the profile to change. This can be your own, or a teammate's if you are an admin.
Upload a new profile picture if you want one.
Edit the personal details such as name and contact information.
Save your changes.
What this does not do
Non-admin operators cannot change their own role, or the properties they have access to. Both must be changed by an admin.
Getting help
Open Talk to Us in the left menu of the platform, or email support@bookboost.io. Tell us the operator's email address and the role you are trying to assign.