Staff accounts

Managing Staff Accounts in Tablein

As the account owner, only you can set up and manage system settings and access the customer database. However, to allow your staff to manage reservations, you’ll need to create staff accounts.

Types of Staff Accounts

• Manager – Full access to all settings except the owner account.

• Staff – Can access the calendar, floor plan, and reservation list. Additional permissions can be enabled as needed.

• Read-Only – Can view reservations but cannot edit, move, or save them.

How to Create a New User

1. Log in to admin.tablein.com and navigate to Users.

2. Click Add New User in the top-right corner.

3. Enter the email address (used for login).

4. Set the status to Active.

5. Choose the language for the user interface.

6. Set a password.

   • To update later, open the user’s profile and change it.

   • If the account is shared, we highly recommend changing the password when staff members leave.

7. Assign users to the account:

   • If no names appear in the dropdown, click Add, enter a name, save, and close.

   • Reopen the dropdown and select the names of staff who will use this account.

   • To add more names, remove or edit existing names (e.g., fix spelling errors) under User Name Settings.

8. Select a role (Manager, Staff, or Read-Only).

   • Managers have all permissions enabled by default.

   • Staff roles can be customized with specific settings.

For assistance, contact Tablein Support at support@tablein.com.

Important Notes

• When a user logs into their account and adds a reservation, they can select their name from the dropdown.

• Other staff members, even if logged into the same shared account, will be able to see who created the reservation.