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如何透過YCS用戶管理工具管理住宿用戶存取權限？

要確保住宿運作順暢，妥善管理YCS用戶管理工具內的用戶身份尤其重要。只要控制好存取權限級別，你就可以確保團隊成員所持有的權限屬正確，加強保安和工作效益。本指南會教你如何妥善管理用戶存取權限。

最後更新: 11 months ago | 14 分鐘閱讀

Managing user access for hotel-type properties and multi-unit homes

Adding a new user

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Settings >> User management.
Click Add a new user.
Enter the user’s name, email address to be associated with the YCS account, and phone number.
Select all properties the user should have access to, then select the user roles for each property.
Click Apply.

Editing user details and access

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Settings >> User management.
Click the edit icon for user you want to update.
Edit the user details as needed.
Update user roles in the dropdown, or click the trash icon to remove the user’s access to that property. Remove a user’s access to all properties at once by clicking Revoke all access.
Carefully review all changes, then click Proceed to save the changes.

Add or edit phone numbers contact details

Sign in to YCS. If you manage multiple properties, select it from Listings.
Go to Settings >> User management.
Select the country code and enter the phone number.
Click Apply, then review the summary and click Proceed.
A confirmation request will be sent to your registered email address.
Open the email and click Confirm to finalize the update.

Please note that:

If your phone number requires updating, re-authentication via OTP will be necessary. This process provides temporary access so that you can edit your phone number while ensuring your account’s continued security.
Each YCS user can only have one phone number listed.
Multiple YCS users can share the same phone number.
The above steps may not be applicable to some properties.

User roles and access levels

Role name	Access level
Admin	Full access to Property’s Extranet except Finance
Content Only	Manage content only
Reservations Only	Manage reservations only
Finance — Supervisor	Review and approve payments. and manage bank accounts
Finance –Card Info Viewer	Review and approve payments, and view UPC details
Finance — General	Review and approve payments

A few things to note about user roles:

Any user can assign, edit, or remove roles for other users if the assignee’s role is lower or equal in rank.
Admins hold the top position, having full access to the property’s extranet and being the only role that can manage all other role types.
Content Only and Reservations Only users can only manage roles of their own type and grant them to other users respectively.
Finance – Supervisors can manage both General and Supervisor roles.
Finance – Card Info Viewers may control General roles and their own, ensuring system integrity by regulating the distribution of access rights.
Finance – General users can only manage roles of their own type.

Two-factor authentication and notifications

For security purposes, we have implemented Two-Factor Authentication (2FA) for changes in user management. This means that alongside your password, a second level of verification will be required to make changes. 2FA will be required for all user modifications, ensuring that only authorized personnel are able to adjust these settings.

Furthermore, to ensure transparency and keep all team members up to date, we send out notifications to all Admin accounts whenever any modifications are made to user settings or property access rights. This gives Admins full awareness of changes made to user configuration, regardless of the nature of the alteration, and allows immediate action if any change is unauthorized or mistaken. This consistent communication aids in seamless role management within YCS.