How to configure new Users ("User Management")

Videos

Here, we illustrate how to create new users.

Learn more about special permissions in the next video.

Where do I find it?

Account > User management

What does it mean?

In User Management you determine the system permission levels for different users. Please note that for every user a unique email address must be assigned and consequently can only be used once (for your sales user you can also use a dummy address e.g. john.doe@test.test, as long as they do not need access to the BackOffice). Please change the authority level, permissions as well as special permissions according to your needs. The list of all users is sortable by drag and drop. The Sales Users will be available on the Ticket-Terminal in the exact same order in which they are arranged in the BackOffice.

What should I do?

Click on the '+ Add' button to create a new user.

Attributes

Then enter the attributes where the email address is mandatory, also for sales users you need to enter a PIN number.

After that, click on 'Save' and you can continue with the 'Authority level'.

Authority level

• Backoffice admin user

It can only be created by a Palisis role (Palisis staff).

This is the user who manages the configuration, users, special permissions, etc. from the customer side. By default, this type of user has all the navigation permissions granted. It’s the only user able to go into the KYC process (Marketpay). Almost all the special permissions are granted by default to a backoffice admin user. However, a Palisis Admin role can edit/assign/remove the following special permissions (the rest of them are already granted by default):

• Backoffice user

It’s every person daily working in the backoffice, other than the owner of the account, should be a backoffice user. They can have basically almost all permissions, but can only grant those they also have access to. Some special permissions can be granted. It can be created by a Palisis role, Backoffice admin role or a Backoffice user with ‘User Management’ permissions. In that case, only the existing special permissions can be granted.

• Backoffice Limited user

This authority level provides staff (guides or drivers) with a streamlined, restricted view of the system tailored specifically for field operations. Users assigned this role are directed solely to the Pre-bookings page, where they can view their personal schedules and manifests. To ensure data security and operational integrity, they are prevented from accessing financial reports, system settings, or modifying any resource assignments.

• BoxOffice Admin user

A Palisis role, Backoffice Admin user can create it. This user has access to Bookings, Partnering, Users, Help, Switch, Change Password, Company Contact, Marketpay KYC by definition. It should be possible to assign the special permissions related to the BoxOffice.

• BoxOffice user

A Palisis role, Backoffice Admin user and Boxoffice Admin user can create this user. It should be possible to assign the special permissions related to the BoxOffice.

• Sales user

It can be created by a Palisis role, Backoffice Admin user and backoffice user with 'User Management' permission can create it. It shouldn't be possible to add special permissions to a Sales user, as the special permissions refer to the backoffice or boxoffice.

Navigation permissions

Now you can select specific navigation permissions. By default, all permissions are granted. Then click on 'Save'.

Special permissions

Finally, select the required special permissions. Please note that certain permissions can only be granted by our Support team. If you require a specific permission that is not visible in your list, please contact us here for assistance.

• PreBooking / Passenger Manifest read only

This is also a negative permission that blocks the prebooking/manifest edition.

Go to Operations > Tickets & Bookings, if the user has the read only permission he/she shouldn’t be able to edit pick up points, customer data or change the capacity template.

• Merchant KYC → PERM_MENU_OWNER_MERCHANT

This permission enables users to view the Merchant KYC section under Account > Administration. From this section, users can access the external Adyen portal to complete forms or provide required documentation.

• Billing

It allows the user to access the 'Billing' section to check invoices and Marketpay settlements. Backoffice Admin users always have this permission by definition.

Go to Account > Billing and you should be able to see and download the Palisis invoices if you have this permission.

• Refund not allowed

This is a negative permission that blocks the possibility to make refunds.

Go to Operations > Tickets&Bookings, click on a booking. The user shouldn’t see the ‘Refund’ button here.

• User Management

Backoffice Admin users always have this permission by definition. Go to Account > User Management if you have this permission and you will be able to create new users.

• Cash management read only

This is a restrictive permission. When enabled, it prevents users from making corrections or modifications to cash settlements.

• Inviocing → PERM_MENU_INVOICING

This permissions allow users to access the Invoicing menu point. For more information, please, visit this support article.

• Switch account

This permission allows users to switch between different accounts. To enable this feature, please contact our Support team and specify which accounts the user should be authorized to access.

• Show Anonymize option on Ticket Search

Backoffice Admin users always have this permission by definition. Go to Operations > Tickets&Bookings, click on a booking and then on the blue tab. If you have this permission, you will have here the ‘Anonymize’ action.

• PreBooking / Passenger Manifest read only

This is also a negative permission that blocks the prebooking/manifest edition.

Go to Operations > Tickets & Bookings, if the user has the read only permission he/she shouldn’t be able to edit pick up points, customer data or change the capacity template.

• Box Office Manual pricing → PERM_BOXOFFICE_MANUAL_PRICINGS

This permission enables users to manually enter prices at the Box Office. Please, contact our Support team here to enable this permission.

• Reservations

This permission should be enabled for the owner first, please contact our Support team here. If it’s not enabled for the owner, then you cannot enable for the users. 

Go to Operations > Tickets & Bookings and if you have this permission you should be able to see the options to “Cancel”, “Edit” or “Confirm” a reservation.

• Cash management close allowed

This permissions is a negative one, it blocks to user to close a cash settlemetn and it can only be granted by a Palisis role. Go to Operations > Cash Settlement, search for ‘OPEN’ cash settlements, then click on one of them (same as before). If you have this permission, you should have the ‘CLOSE’ button.

• Marketpay Settlements -> PERM_MENU_MARKETPAY_SETTLEMENTS

Backoffice Admin users always have this permission by definition. If you have this permission, you will see the Account > Maketpay Accounts section.

• Refund user selection allowed

Backoffice Admin users always have this permission by definition. Go to Operations > Tickets & Bookings, click on a booking > click on the ‘Refund’ button. Then you should be able to see the dropdown field to select the user if you have this permission.