To manage whether employees can view guest information, you need to set these permissions from the catalog section. This can be done when creating a new catalog or by editing an existing one in the settings section.
To control if employees can access guest information, follow the steps below based on whether you have already created the catalog or not.
1. Editing Permissions in an Existing Catalog:
If you’ve already created a catalog, follow these steps to modify the permissions:
- Go to the My Catalogs option in the platform menu.
- Select the catalog you want to edit.
- Once inside the catalog, navigate to the Settings section.
- The first option in the settings section is Permissions. Here, you can decide if employees can view guest information by selecting Yes or No.
- Save the changes to apply the updated permissions.
2. Setting Permissions When Creating a New Catalog:
If you haven’t created a catalog yet, you can define these permissions during the creation process:
- When creating a New Catalog, during Step 2, you’ll be asked whether employees will be able to view guest information.
- Define the permissions by selecting Yes or No based on your preference.
- Complete the catalog creation process.
3. Changing Permissions After Catalog Creation:
If you initially selected No for employees being able to view guest information but later decide to allow access, you can update the permissions as follows:
- Go back to My Catalogs.
- Select the catalog you want to modify.
- In the Settings section, update the Permissions option by changing it to Yes.
- Save the changes.
By following these steps, you can easily manage who on your team has access to guest information.