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Settings: How to use branch and user management for resellers
Settings: How to use branch and user management for resellers

Learn how to to use branch and user management.

Timothée Puel avatar
Written by Timothée Puel
Updated over a week ago

What is the difference between branch management and user management?

  • User management: Users are individual employees who are part of a company's branch. Users have different roles which will define which features they have access to.

  • Branch management: a branch is a part of a company. For example, large companies can have a USA branch and a Europe branch.

For example, Company X has two branches:

  • Berlin main office

    • User 1 (Company owner)

    • User 2 (Reseller Admin)

  • Paris office

    • User 3 (Branch user)

How to use user management

What are users' roles?

IMPORTANT: Users within branches can only see the orders made by users within the same branch.

  • Company level

    • Company owner: reseller admin with an additional attribute that identifies the user as the company owner. There can only be only 1 company owner per company.

      • Can perform all actions.

    • Reseller Admin:

      • there can be multiple reseller admins per company account.

      • Can perform all actions.

    • Reseller user:

      • User can book products and see/edit orders from all branches.

      • User cannot: create/edit/delete users, view/edit company information, view/edit marketplace information, create/edit/delete branches, view/edit contracts in My partners page, view vendors or request contracts on Marketplace page.

  • Branch level

    • Branch admin:

      • User can: book products, see/edit orders within its branch, and add/edit/delete users within its branch.

      • User cannot: see/edit orders from other branches, create/edit/delete users from other branches, view/edit company information, view/edit marketplace information, create/edit/delete branches, view/edit contracts in My partners page, view vendors or request contracts on Marketplace page.

    • Branch user:

      • User can: book products and see/edit orders within its branch,

      • User cannot: see/edit orders from other branches, create/edit/delete users from any branch, view/edit company information, view/edit marketplace information, create/edit/delete branches, view/edit contracts in My partners page, view vendors or request contracts on Marketplace page.

How to add a user

  1. To create a new user, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on User management.

  3. You can then click on Add user.

  4. You can then fill in the information of the user Name, telephone, email and role and branch if applicable)

  5. Click Save settings to create the user.

  6. The new user will receive an email and need to set up a password to join your company account.

How to edit a user

  1. To edit an existing user, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on User management.

  3. You can then click on edit next to the user.

  4. You can then modify the user (Name, telephone, email and role ad branch if applicable)

  5. Click Save settings to edit the user.

How to delete a user

  1. To delete an existing user, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on User management.

  3. You can then click on Remove next to the user.

  4. A pop-up will open and you can either confirm by clicking Remove user or click Keep user to cancel.

How to use branch management

How to add a branch

  1. To create a branch, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on Branch management.

  3. You can then click on Add.

  4. You can then fill in the information of the branch (Name, telephone, email and address)

  5. Click Save settings to create the branch.

How to edit a branch

  1. To edit a branch, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on Branch management.

  3. You can then click on edit.

  4. You can then modify the information of the branch (Name, telephone, email and address)

  5. Click Save settings to update the branch.

How to delete a branch

  1. To delete a branch, you have to access bookingkit-reach using your credentials.

  2. You can then click on the settings icon and then click on Branch management.

  3. You can then click on delete.

  4. A pop-up will open and you can either confirm by clicking Delete branch or click Cancel to keep the branch

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