Housekeeper Account Setup

 

This article provides a step-by-step guide for creating and configuring staff accounts specifically for housekeeping personnel. This process involves two main steps: creating the user account in roommaster cloud and linking it to the housekeeping staff profile in roommaster web.

Overview

The housekeeper account setup process ensures that:

• Housekeeping staff have appropriate access permissions
• Staff accounts are properly linked to their housekeeping profiles

Prerequisites

• Manager-level access to roommaster cloud
• Housekeeping module must be imported and configured

Step 1: Create User Account in roommaster cloud

1.1 Launch roommaster cloud and create new user

1. Launch the roommaster cloud application
2. Navigate to User Profiles
3. Click Insert to create a new user account

1.2 Fill Housekeeper Information

• Complete the housekeeper's basic information in the required fields.

1.3 Configure Access Permissions

1. Navigate to the Access tab
2. Set the Menu Class to "Housekeeper"
3. In the Special Permissions section, remove all default user permissions
4. Set "Assign room during reservation" to No Access
5. Navigate to the Report Access tab
6. Uncheck all given permissions to restrict report access

1.5 Send Invitation

1. Click the Invite button at the bottom of the modal
2. The housekeeper will receive an invitation email

1.6 Housekeeper Account Creation

The housekeeper must:

1. Follow the process in the invitation email
2. Create their account
3. Accept the property's invitation

Step 2: Link Account in roommaster web

2.1 Navigate to Housekeeping Settings

1. Go to roommaster web
2. Navigate to Housekeeping Settings
3. Open the Staff tab

2.2 Check for Existing Staff Profile

1. Review the staff table to check if the housekeeper already has a profile (imported from roommaster cloud)
2. If the profile exists, proceed to Step 2.4
3. If no profile exists, proceed to Step 2.3

2.3 Create New Staff Profile (if needed)

1. Click "+ New Staff" button
2. Fill in the required staff information:
   • Staff name
   • Maximum rooms per day
   • Preferred group
   • Status (Active)
3. Click Add Staff to save

2.4 Link Staff to roommaster web User

1. Click on the staff member to open a side panel with the staff information
2. Click "Link staff to roommaster web user" button

3. A modal will open showing:
   • The housekeeper's username
   • List of available roommaster web users
4. Select the appropriate roommaster web user account
5. Click "Link staff to account"

Validation Steps

Verify Account Linking

To confirm the account setup is complete and functional:

1. Refresh the page in roommaster web
2. Open the staff's profile for the housekeeper
3. Check the bottom of the profile - the email of the roommaster web user should be displayed
4. Test login - the housekeeper should be able to log into roommaster web with their credentials
5. Verify permissions - confirm the housekeeper only has access to housekeeping functions

warning

• Never assign administrative permissions to housekeeper accounts