How to Change a Clerk ID or Password

Updated on Dec 01, 2023

This article shows you how to change Clerk ID information in the Details tab, including:

For more information about this topic, you may find these references helpful:

Click below for step-by-step information:

How to Change a Clerk ID Name, User Role, or Default Screen

Within the Clerks module:

Select the Clerk ID
Select the Modify button and make changes to any of the following fields:
- Login Name, First name, Last name, Main User Role or Default Screen
Select Ok to update the database

If the Clerk ID is currently logged in, they will need to logout and log back into RoomKeyPMS for these changes to update.

How to Reset a Clerk ID Password

Select the applicable Clerk ID
Select the Modify button and change the following:
- Select the Password button to create a new password for the user
Select Ok to update the database

Note that there are Password Requirements and a 90-day password expiration applicable for each Clerk ID password.

How to Deactivate or Re-activate a Clerk ID

Select the applicable Clerk ID
Select the Modify button and change the following:
- Click the Deactivate User checkbox to prevent the user from accessing RoomKeyPMS
  - Click this checkbox to reinstate the user access
Select Ok to update the database

How to Make a Clerk ID a Sales Manager

Select the applicable Clerk ID
Select the Modify button and change the following
- Enable the Is Sales Manager checkbox to add the user to the list of Sales Managers that can be attached to Corporate, Group and Wholesaler accounts for internal commission purposes
  - Disable this checkbox to remove the user from the list of Sales Managers
Select Ok to update the database