How to manage users

Follow this guide to learn how to manage users in Hostie, allowing you to add or remove a user to all or specific locations within the organization.

The steps in this guide are the same, whether you're on the Hostie dashboard for the web, the Hostie app for iPhone, or the Hostie app for iPad.

Use the links below to jump to specific areas, or read from top to bottom and use the links within each section to navigate between areas:

• Add user
• Remove user
• Change user role/access

Add user (return to top)

1. Coming soon.  Reach out to help@hostie.ai if you need a user added

Remove user (return to top)

1. Log in to your Hostie dashboard
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2. Select 'Organization' on the left-hand menu
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3. Select the 'gear icon' next to the desired user, and then 'Remove User'
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Change user role/access (return to top)

1. Log in to your Hostie dashboard
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2. Select 'Organization' on the left-hand menu
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3. Select the 'gear icon' next to the desired user, and then 'Change role'
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4. Select the downward carrot/arrow, and then desired role
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   2. Types of Rolls/Access:

      Organization Manager - Full access to all businesses in the organization

      Organization Representative - Can manage the inbox for all businesses in the organization

      Manager - Full access to select businesses

      Representative - Can manage the inbox for specific businesses

5. If 'Manager' or 'Representative' is selected, then select desired location/s, followed by 'Apply'
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6. Select 'Change role' to save changes
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