User Permissions - Members & Permissions

In order to allow tiered access levels, the Engage dashboard offers two levels of User Permissions: Staff and Admin. This article lays out the differences in access level, as well as explains how to add, remove, and edit user permissions.

Skip To:

• Access Levels
• Adding a New User to a Concept (Admin Users Only)
• Removing Existing Users (Admin Users Only)
• Editing Existing Users’ Location Access (Admin Users Only)

Access Levels

Solution / Permission Level	Staff	Admin
General	Access to ONLY assigned locations	Access to ALL locations
Host	View and edit waitlist, reservations, floorplans, block remote waitlist, for their locations only	View and edit waitlist, reservations, floorplans, adjust web forms, and block waitlist for all locations
Marketing	No access	Access and edit Segments, Templates, Campaigns, and Automations
Guest Sentiment	Reviews Tab: View and reply to reviews + surveys for their location only Overview Tab: View details for all locations but cannot view individual reviews	Reviews Tab: View and reply to reviews + surveys at all locations Overview Tab: View all locations and drill into see any locations reviews
Settings & Configuration	Access to update settings for your assigned location.	Access to update settings for all locations.

Adding a New User to a Concept (Admin Users Only)

To add a new User to a Concept:

1. Enter the Setting and Configurations Menu
2. Click Members & Permissions
3. Select Create New User on the top right corner of your screen
4. Enter the User’s first and last name, email address, and select the access level they should be granted (Staff or Admin)
5. If Staff, select the locations the user should have access to from the drop-down options
6. Click Create User to submit
   

New users will receive an email from [e-mail] prompting them to set up an access password.

Removing Existing Users (Admin Users Only)

To remove an existing User from a Concept:

1. Enter the Setting and Configurations Menu
2. Select Members & Permissions
3. Find the User you would like to remove
4. Click the trash can icon. A confirmation pop-up will appear
5. Click Delete to confirm
   

Editing Existing Users’ Location Access (Admin Users Only)

To add or remove a user to or from a specific location:

To remove an existing User from a Concept:

1. Enter the Settings Menu
2. Select Users & Permissions and then Users
3. Find the User(s) you would like to remove
4. Click the trash can icon. A confirmation pop-up will appear
5. Click Delete to confirm

Need Help?

Reach out to our support team with the following information: 

• Name of User 
• Email of User
• Location(s) they should have access granted to
• Brief description of the issue you're having