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How to manage users

Heather Stanley
Updated

Manage user access to the Whistle platform.

Users

Email addresses that can access your Whistle platform.

Add

Reset Password

Edit

Remove

Requests

Asking for access to your Whistle platform.

Approve

Decline

Roles

User permissions for your Whistle platform.

Create

Edit

Delete

Departments

Teams that utilize the Whistle platform.

Create

Add Position

Delete Position

Delete Department

Users

Add

  1. Go to the Company tab inside Whistle
  2. Select the Users section
  3. At the top right of the page, click + Add User
  4. Create User Details
    1. Email
    2. Password
    3. Department
  5. Click Confirm
    Add User Steps

    Reset Password

    1. At your Whistle login page click Forgot Password
      Login Page Steps
    2. Enter Email
    3. Click Reset Password
      Reset Steps 2
    4. Check email for reset code
      Reset Password 3
    5. Enter Email and Code received
    6. Click Validate to update password
      Reset 4 Steps

    Edit

    1. Go to the Company tab inside Whistle
    2. Select the Users section
    3. Click the Down Arrow next to the user to edit
    4. Edit Access Role
    5. Edit User Profile
      1. Display Name (Internal)
      2. Signature (External)
      3. First Name (Internal)
      4. Last Name (Internal)
      5. Contact Phone Number
    6. Edit User Departments
      1. Positions
    7. Edit Notifications
      1. Availability
      2. Enable Email Notifications
      3. Enable SMS Notifications
      Users Edit Steps-1

    Remove

    1. Go to the Company tab inside Whistle
    2. Select the Users section
    3. Search the user you wish to remove
    4. Under actions, click the Red Trash Can
    5. Click Confirm
      Remove User Steps-1
    • If the red trash is not shown, edit access role to Basic User

    Requests

    Approve

    1. Go to the Company tab inside Whistle
    2. Select the Users section
    3. Scroll down to requests, click Approve next to the user to provide access
      Request Approve Steps

    Decline

    1. Go to the Company tab inside Whistle
    2. Select the Users section
    3. Scroll down to requests, click Decline next to the user to deny access
      Request Deny Steps

    Roles

    Super Admin

    • Complete access to entire system
    • The role is ideal for the hotel General Manager

    Admin

    • Access to everything aside from creating new users
    • This role is ideal for Managers, Supervisors, and Whistle Champions

    Basic User

    • This user has limited access, cannot edit any company/hotel-level settings
    • Access to Guest conversations, Live Chat conversations, Team Chat, Tasks, and Reservations
    • This role is ideal for day-to-day users, like Front Desk Agents

    Billing Access Only

    • This user has limited access, cannot edit any company/hotel-level settings
    • Billing can only see and interact with the Billing section of Whistle
    • This role is ideal for financial positions, like Accounting

    Create

    1. Go to the Company tab inside Whistle
    2. Select the Users section
    3. Scroll down to roles, click + Create Role
      Create Role 1 Steps
    4. Add Role details
      1. Name
      2. Description
      3. Access into Whistle
    5. Click Save
      Create Role steps

        Edit

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down to roles, click View next to the role you are updating
          Edit Role 1 Steps
        4. Edit Role details
          1. Name
          2. Description
          3. Access into Whistle
        5. Click Save
          Edit Role 2 Steps

        Delete

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down to roles, click View next to the role you are deleting
          Edit Role 1 Steps
        4. Click Delete
        5. Click Confirm
          Delete Role Steps

        Departments

        Create

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down and click + Create Department
        4. Enter Department Name
        5. Click Confirm
          Create Department Steps

        Add Position

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down to departments, click + Add Position under the associated department
        4. Enter Position Name
        5. Click Confirm
          Create Position steps

        Delete Position

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down to departments, search for position and click the X button next to the title
        4. Click Confirm
          Delete Position Steps

        Delete Department

        1. Go to the Company tab inside Whistle
        2. Select the Users section
        3. Scroll down to departments, search for department to remove and under actions click the Red Trash Can
        4. Click Confirm
          Delete Department Confirm Steps

         

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