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Onboarding

Admin-only functionalities

Not all BEX PMS settings can be set or reset by a user themselves. For some things, they'll need the help of the Booking Experts Customer Success department. These settings and functionalities are referred to as admin-only.

The admin-only functionalities can only be set with the help of a Booking Experts employee, because these actions severely affect the operation of a park, affect billing, or concern data that may not be recoverable afterwards.

Low-impact tasks

Executed independently by medior CS employees:

  • Resetting the identity provider method (Google or Microsoft) for login by the client’s employees.

  • Resetting the MFA (multi-factor, 2FA) login requirement for the client’s employees.

  • Raising the limit for sending auto emails.

  • Creating and approving cities/regions for use by all Booking Experts clients via Admin hub.

  • Approving Booking.com listings

  • Re-index availability

High-impact tasks

Only to be performed after approval by CS Team Lead:

  • Duplicating records (data management)

  • Creating a demo administration

    • for a potential client, done by Onboarding Specialist upon request by Sales

    • for a new BEX employee, done by Onboarding Specialist

    • for app developers, done by CS Team Lead

  • Re-applying cost items

  • Creating segments for existing clients (affects billing)

  • Activating or de-activating PMS or CMS modules that cannot be managed by the client themselves (affects billing)

Team Lead tasks

Only performed by Team Lead:

  • Deleting client Administrations

  • Deleting client Organizations