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Managing users

This article is relevant for:

If you have employees or people helping you with your business, you can create a user for them in Guesty to give them access to your account. If needed, you can update their personal details or remove them from the account.

Users are differentiated by their email addresses, so if you find duplicate users in the account, it's likely they were added with different email addresses. Delete the user with the invalid or irrelevant details.

Pro users: This article is relevant if you already upgraded to our new roles & permissions. If you see a banner under Setup > User management saying "Switch to upgraded roles designed to increase productivity and security", this means your account still has users with the old roles. Click Show me to see them. Click the user you want to upgrade, then click Roles & permissions to the left and Switch roles to replace their current role(s).

Note:

Only account admins (under the old roles & permissions) or account admins/managers who are allowed to "manage users" (under the new roles & permissions) can access the "user management" section.

Follow the instructions.

Create a user

Pro users Lite users

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Setup mode.
  3. Click User management.
  4. In the top-right corner, click New user.
  5. Fill in the information and click Send invitation:
    • General information: First name, last name, email address and phone number are required fields.
    • Roles: Click Select roles and choose one or more roles that match what the user does in their daily work. For each role you add or remove, review the permissions summary on the right to see what the user will and will not be able to do in the dashboard. Click Select when done.

      For "Admin" and "General manager", choose if the user can manage users and purchase add-ons. 

    • Properties: Click Edit and choose which listings the user has access to. Use one of three options.
      • Select all or exclude some. This will automatically apply to any new listings you add.
      • Manually select specific properties from the list
      • Assign by rule - include all properties that match certain criteria. Similarly, you can exclude properties that match a set criteria. Newly added listings will be automatically assigned according to these rules.

      Click Done when finished. If the user has a role that requires accessing listings, they will only be able to access the listings you chose.

  6. Click Save and send invite.

Remind the new user to look for our email and click Activate Guesty account to complete their first login to Guesty. The link expires 7 days after it's sent.

Edit a user

Personal details

Pro users Lite users

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Setup mode.
  3. Click User management.
  4. Select the user you want to edit.
  5. In the left menu, click Details and make the necessary changes.
  6. Click Save.

    Pilot users: To edit user access, click the vertical ellipsisin the top right. Select the relevant action and confirm the action in the popup. Learn more about managing user access.

Tip:

If you add multiple email addresses, mark one as the primary address by hovering over it and clicking the star. Users must sign in to Guesty with the primary address.

Notifications (Pro users only)

Step by step:

  1. In the top navigation bar, click the mode selector and select Setup mode.
  2. Click User management.
  3. Select the user you want to edit.

  4. In the left menu, click Notifications and choose which events the user will get a notification for.

  5. Click Save.

Roles (Pro users only)

Step by step:

  1. In the top navigation bar, click the mode selector and select Setup mode.
  2. Click User management.
  3. Select the user you want to edit.
  4. In the left menu, click Roles & permissions, and then click Edit to the right.
  5. Select or unselect roles to match the user's daily work. After you add or remove roles, review the permissions summary on the right to see what the user will and won't be able to do in the account.

    For "Admin" and "General manager", choose if the user can manage other users and purchase add-ons.

  6. Click Select when done.
  7. Click Save.

Listings (Pro users only)

Step by step:

  1. In the top-right corner, click the profile icon and select Setup mode.
  2. Click User management.
  3. Select the user you want to edit.
  4. In the left menu, click Roles & permissions.
  5. Click the name or number under "Assigned properties" and assign or unassign listings as needed. Use one of three options.
    • Select all or exclude some. This will automatically apply to any new listings you add.
    • Manually select specific properties from the list.
    • Assign by rule - include all properties that match certain criteria. Similarly, you can exclude properties that match a set criteria. Newly added listings will be automatically assigned according to these rules.
  6. Click Done when finished.
  7. Click Save.

If the user has a role that requires accessing listings, they will only be able to access the listings you chose.

Groups

Pro users Lite users

Step by step:

  1. In the top navigation bar, click the mode selector and select Setup mode.
  2. Click User management.
  3. Select the user you want to edit.
  4. In the left menu, click Details.
  5. Under "Groups," remove the user from groups by clicking X, or add them to groups by typing the name of the group:
    • If the group exists, it will appear in the dropdown menu. Click it.
    • If the group doesn't exist, type in the name and click it to create the group.
  6. In the top-right corner, click Save.

Delete a user

Pro users Lite users

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Setup mode.
  3. Click User management.
  4. Select the user you want to remove from your account.
  5. In the top-right corner, click Trash icon.
  6. In the pop-up, click Delete.

Managing user access (Pro users only)

Important:

The following information is for Pilot users only

Managing user access includes routine actions like resetting a password or emergency actions like suspending a compromised user from the account. The following actions can be performed via user management:

  • Suspend a user

    You can temporarily suspend a user if their account is compromised. Suspension ends the user’s active sessions on all devices and prevents login with the current credentials.

  • Restore a user

    You can restore a suspended user at any time.

  • Reset a user's login credential

    Admin users can reset other users' login credentials and/or multi-factor authentication (MFA) method:

    When resetting the password, the user's existing password is disabled and they receive an email with a secure link to create a new password. The link is valid for 1 hour. 

    When reseting the MFA, the user's existing MFA method is disabled and they are prompted to set up a new authentication method.

Follow the instructions below to manage user access via "User management". You can also manage user access when editing the user's profile. 

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Setup mode.
  3. Click User management.
  4. Click the horizontal ellipsis next to the user's name and select the relevant action.
  5. Confirm the action in the pop-up.
  6. Click Done.

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