Creating and Managing Users in mr.alfred PMS

🧭 Where to Find the User Management Section

Go to the Admin module → Users submodule. Here, you can view all users with their:

• Name
• Phone
• Email
• Assigned businesses
• Assigned roles

🔎 You can use the search bar to filter users by keyword.

➕ How to Create a New User

Click the + Add User button at the top right to create a new user profile.

Fill in the following fields:

• First Name and Last Name
• Email (used to log in)
• Phone Number
• Role (e.g., Operations, Cleaning, Booking, Finance, Head Management)
• Business Access (you can select one or multiple businesses if your account manages more than one)
• Date of Birth (optional)
• Profile Picture (optional, JPG/PNG/SVG, max 1MB)

📌 User roles are predefined by the mr.alfred team based on client setup. These control access and permissions for various modules.

Click Save to finalize.

🛠️ Editing or Deleting Users

From the user list:

• Click the blue pencil icon to edit user info
• Click the red trash icon to delete the user (admin role required)

If the lock icon is available, you can:

• Click it to access the Change Password screen
• Set a new password and confirm it
• Note: Changing a password will log the user out of all devices

⚠️ Some roles may not have access to the edit/delete/password change buttons depending on permission settings.

🧩 What Are Roles?

Roles define what a user can view and edit within the PMS. Typical roles include:

• Operations Team: Access to bookings, calendar, and cleaning coordination
• Cleaning Team: Limited access to cleaning schedules only
• Booking Team: Manages reservations and client communication
• Finance Team: Handles payments and invoicing
• Head Management: Full access to all modules and controls

Roles are created and configured by the mr.alfred team at onboarding.

🖇️ Related Resources

• Alerts Module: Creating Notifications for Users
• Setting Up Multiple Businesses (coming soon)
• Changing Your Password in mr.alfred

🆘 Need Help?

If you’re unsure what role to assign or have trouble accessing the “Add User” feature, contact support@mralfred.com.