Home → Arctic Reservations → Getting Started: Configuring your Installation → Step 2: Users
1.3. Step 2: Users
Arctic Reservations supports multiple users. Different users can be given different access, so that they can only view/edit the appropriate information. In order for Arctic to track activity and record statistics, it is highly recommended that you create different accounts for all of the people who will be using the software.
Even guides or other activity coordinators can be given read only accounts that do not include financial information, so they can see reservation schedules, rosters and more.
To create new users, go to the "People" menu and choose "Create". On the "Create a New Person" page. After you have entered the new user's name, click the "Edit" icon next to the word "Customer" then click the check box next to "User" in the list that shows. Don't forget to de-select "Customer" as "People" records can have more than one "Type". Complete the rest of the basic contact information for the new user. You can skip all of the basic contact fields if you do not wish to keep track of user contact information in Arctic. However, you must complete the "User" settings so that Arctic can create their user account. You must enter an email address, enable login privileges and set User Access Levels for each of your business groups. For more information on creating users, see the Users chapter.
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User Permissions There are five different permission levels: Read Only - Users with this permission cannot change any information in the system and can only view customers and existing reservations. Users with this access level will not see financial information, such as invoices or pricing details. Read Only with Financial Data - Like the read only user, users with this permission level cannot change any information in the system. They can view all information, including financial details such as invoices and transactions. User - A typical User has full control over trips, reservations and customer details, but cannot change settings in the administration menu (including payment plans, inquiry letters, etc.). Users can not delete reservations or rentals. Super User - This user has access to the full set of menus, and can change administrative functions. The one thing this user cannot do is create users and a few other key system controls. Super users also have the ability to delete (not just cancel) existing reservations, rentals and trips. Administrator - The administrator is the very first user who is setup on Arctic Reservations and can control all settings. This is the only user permission level that can create additional users or alter another users' permissions. The administrator can also create other users as administrators. |