This article shows you how to change Clerk ID information, including:
How to Change a Clerk ID Name, User Role, or Default Screen
Within the Clerks module:
- Select the Clerk ID
- Make changes to any of the following fields:
- IDENTITY: First Name, Last Name, or Default Screen
- ACCESS: Role (Owner, Clerk, or Accountant)
- CONTACT: Email, Telephone 1, 2
- Select the SAVE button 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 CHANGE PASSWORD button
- In the Change Password popup, use the PASSWORD fields to enter a new password that meets all requirements
- Click the SAVE button
Note that this new password will be saved immediately and the clerk will be prompted to set a new password at their next sign-in.
How to Deactivate a Clerk ID
- In the Users panel, select the Clerk ID
- In the ACCESS section, enable the Deactivated User toggle
- Click the SAVE button
The Clerk ID will no longer appear in the list of active Users. To view a deactivated user, select the Show deactivated users only checkbox (see screenshot below)
How to Make a Clerk ID a Sales Manager
- In the Users panel, select the Clerk ID
- In the ACCESS section, enable the Sales manager toggle
- Click the SAVE button
