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Creating Hosted Group Managers

Updated: Mar 31

Hosted group managers belong to organizations outside of your retreat center. Granting these individuals access to the Hosted Group Portal allows them to perform certain self-service operations like adding guests and assigning guests to reservations.

First, create a user for the hosted group manager: See this post. And be sure the user is assigned to the External - Group Contact role.

When a user belongs to the External - Group Contact role, then the row for that user will have an indicator of how many groups that user has access to in the Mappings column.

Click the Group(s) link.

Click the Add Row button in the User Group Mapping popup.

Click the Three Dots in the new row.

In the search dialog start typing the name of the group and hit enter (or the search icon) and then click the group you want the user to have access to.

Click the Save button.

Removing access to a group

Click the Group(s) link.

Click the Three Line button for the group to remove from that user. Click the Delete Row button.

Click the Save button.

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User Management

In this tutorial we'll go over a few features: Accessing User Management Viewing user details Creating new users Understanding the roles in Retreat Portal Editing a user Deleting a user Resting a user