Skip to main content

User & Role Setup Guide

Efficiently manage user access by setting up and assigning roles to control permissions and responsibilities within your organization.

Andy Dharmani avatar
Written by Andy Dharmani
Updated over a month ago

Who This Handbook is For

This guide is intended for account administrators involved in setting up and configuring your Myma.ai account. It is designed to walk you through the initial setup of users and roles, ensuring that the right team members have the appropriate access and responsibilities within the platform.

This handbook should be used during onboarding or any time you need to update team access or responsibilities.


Purpose

Efficiently manage user access by setting up and assigning roles to control permissions and responsibilities within your organization.


To access this page, go into Settings and click on Users & Roles

Using the Users & Roles Screen

From this screen, you can:

  • Create users

  • Resend user invitations

  • Assign roles to users

  • Reset user passwords

  • View logs of user and role changes


User Management Best Practices

  • Assign Knowledge Hub access only to users who will be updating property information.

  • Ensure team members monitoring guest conversations are set up with proper permissions.

  • If you have staff handling live chat, make sure they are assigned the Agent role to accept chats.

  • Avoid giving admin rights to all users. Limit this to key decision-makers or project leads.


User Role Types

  • Admin

    • Full access, including the ability to manage users.

    • Ideal for project champions or department heads responsible for overseeing and updating property data.

  • Knowledge Manager

    • Full platform access, excluding user management.

    • Ideal for team members responsible for maintaining the Knowledge Hub.

  • Agent

    • Can only view the Unified Inbox and manage conversations and tickets.

    • Ideal for frontline staff, such as Front Office Agents or Reservation Agents, who are responsible for handling guest inquiries and live chat.


Required Information to Create a User

To add a new user, you'll need:

  • First Name

  • Last Name

  • Email Address

  • Phone Number (optional)


Myma.ai provides OpenID based SSO option that allows Myma.ai Dashboard to connect to an IdP and provide SSO for your users. Read more here.

Did this answer your question?