Understanding HQ user roles and permissions

Managing user access across your main account and connected sub-accounts is essential for maintaining security and operational efficiency. Guesty uses Headquarter (HQ) roles to define what a user can see and do within your multi-account structure.

Roles and permissions apply at both the main HQ and sub-account levels. Permissions set on the main HQ account always override those on a sub-account. For example, if a user has access to a feature on a sub-account but the main HQ account restricts it, the user can’t access that feature.

To ensure consistent access across all connected sub-accounts, assign the correct roles and permissions on the main HQ account.

Use HQ for user creation

Creating users from the HQ account is the best approach in the following scenarios:

  • You need another Main account admin to help manage user and sub-account creation.

  • You want to create a Main account user who has access to all sub-accounts but doesn't have permission to create new users or sub-accounts.

  • You want to create a Main account user who only has access to specific sub-accounts.

Tip:

Most email providers allow you to use the "+" sign to create an alias. This is helpful if a user already has individual access to a sub-account but also needs a separate login for HQ access. This allows them to switch between the two instances using different credentials. For a sub-account login user@email.com, create a main account login user+hq@email.com.

HQ roles and access levels

The table below describes the two main HQ roles and their respective access levels.

RoleAccess levelResponsibilities
Main account adminFull access to HQ and sub-accountsManages all sub-accounts. This role creates users and assigns roles at both the HQ and sub-account levels.
Main account userLimited accessAccess is restricted to specific assigned sub-accounts. The user only views these accounts in the "Sub-accounts Management" section. Specific permissions depend on the assigned sub-account role.

Assign roles and permissions to a user

If you are a Main account admin, you can define a user's role and determine which specific accounts they can access.

Follow the steps below to update a user's permissions:

  1. Sign in to your Guesty account.

  2. In the top navigation bar, click Main-account

  3. Select User management from the dropdown menu.

  4. Click the user's name to open their profile page.

  5. Click the Roles & permissions tab.

  6. In the "Main account permissions" section, select either Main account admin or Main account user.

    Note:

    If you select Main account user, you must complete the additional steps below to assign sub-account roles and access.

  7. In the "Sub-Account Roles" section, click Edit and select the relevant role.

  8. Under "Sub-Account Access," choose the access level:

    • Select All sub-accounts to grant access to every sub-account.

    • Select Specific sub-accounts and choose the relevant accounts from the list.

  9. Click Save.

Navigate between sub-accounts

HQ users can open multiple sub-account instances in different tabs or windows at the same time, but only one instance remains active for the user session at any given time.

To navigate between sub-accounts successfully from the HQ level, ensure your session is correctly synced to avoid session conflicts. 

Step by step:

  1. Log out of any individual sub-accounts and the HQ level completely.

  2. Log in to the HQ layer only.

  3. Navigate to the relevant sub-account from the HQ integration page.

Troubleshoot login issues

If a user has trouble accessing HQ or a specific sub-account instance, you can trigger a password reset for them.

Follow the steps below to reset a user's login:

  1. Navigate to the User management section of the HQ or sub-account.

  2. Locate the relevant user and click the vertical ellipsis

  3. Select the option to reset their login.

This sends an automated email to the user to reset their password.

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