User Management

User Management is the module that you use to create G3 RMS accounts for users. After you add users' names and email addresses, you assign the users to a pre-defined Role to control the features that users can access and grant them access to properties. You also decide whether you want the users to have access to the online learning system for G3 RMS.

When users need to work only in a single property, you can assign them to one property and a Role. When users need to work in multiple properties, you might assign them to one Authorization Group and one Role. For more complicated property access, you might assign users to multiple individual properties with a Role for each, or a combination of Authorization Groups and Roles. For example, you might assign a user to the Regional Revenue Manager Role for the Minneapolis-St. Paul market and assign the same user to the Property Revenue Manager Role for an individual property in a nearby market.

Before you begin creating user accounts, you must first define Authorization Groups in Authorization Group Management and Roles in Role Management.

Management Steps

  1. Click , then Permissions, and then Users.
  2. Complete the required information fields in the right pane:
    1. Enter the user's First Name.
    2. Enter the user's Last Name.
    3. Enter the user's Email to use as the login ID when accessing G3 RMS.
    4. Enter the email address again to verify it in the Verify Email field.
    5. Select the Discover Learning Access checkbox for access to online learning. See the Discover Learning System for more information.
  3. Assign Properties, Roles, and Permissions:
    • To assign the user to an Authorization Group, click the Authorization Group menu and select a group name.
    • Click the Role menu and select the user's Role for that Authorization Group.
    • To assign the user to an individual property, click the add icon . Select the user's Individual Property and Role from their respective menus.
    •  Click the add icon again to add additional Individual Properties and Roles.
  4. Click Save.

Edit a user's account to change the user's assigned properties or Role. Changes to user accounts take effect immediately.

  1. Click , then Permissions, and then Users.
  2. Use the filters and Search field in the left pane to find users.
  3. Select the user account to edit.
  4. Edit the user's account information and permissions, following the steps to create a user account that are defined above.
  5. Click Save.

You cannot delete user accounts from G3 RMS, but you can deactivate them to remove users' ability to sign in to the system. Deactivating users disables their association to properties, Authorization Groups and Roles. The system also removes their email addresses from scheduled reports.

If you deactivate a user's account while the user is signed in to G3 RMS, the user will not be able to sign in to the system again after logging out from the current session.

You cannot edit user account details after you deactivate the account.

  1. Click , then Permissions, and then Users.
  2. Use the filters and Search field in the left pane to find users.
  3. Select the user accounts to deactivate:
    • Select the Name / Email (Login ID) checkbox to select all users in a filtered list.
    • Select the checkbox for individual users.
  4. Click Deactivate. A confirmation window is displayed.
  5. Click Yes. Inactive user accounts display in gray type in the List of Users.

Reactivating a user account immediately restores the user's access to G3 RMS. The reactivated user's previous associations with individual properties, Authorization Groups and Roles is restored.

  1. Click , then Permissions, and then Users.
  2. Clear the Show Active Users Only checkbox.
  3. Use the filters and Search field in the left pane to find users.
  4. Select the inactive users to be reactivated:
    • Select the Name / Email (Login ID) checkbox to select all users in a filtered list.
    • Select the checkbox for individual users.
  5. Click Reactivate. A confirmation window is displayed.
  6. Click Yes.

You can change multiple users' access to the Discover Learning System at one time.

  1. Click , then Permissions, and then Users.
  2. Use the filters and Search field in the left pane to find users.
  3. Select the checkbox for the user accounts to edit.
  4. Change their access under Discover Learning Access:
    • Click Activate to enable the users' access to Discover.
    • Click Deactivate to remove the users' access to Discover.
  5. Click Save.