Team Management Guide
Invite staff, assign roles and permissions, manage account security
Contents
Inviting a MemberCreating accounts for property staff
Only the account owner — whoever registered the property and holds the contract and payments — can add or remove team members. You create the collaborator's account yourself, choosing the username and the password: Vezpa sends no invitation email.
How to create an account for a collaborator
- Dashboard → ⋮ → Configuration → Team
- At the bottom of the Team Management page tap Add user — the button is there as long as your plan has free seats, and the counter at the top tells you how many you have already used
- In the New user dialog type the Username you want to give the collaborator: a free login name, at least 3 characters, different from any other Vezpa user. No email address is needed
- Type the initial Password — the icon on the right shows or hides it. It must pass the standard security checks, so no password that is too short or too common
- Choose the language the collaborator will use the app and receive communications in: it starts on the property's language
- Tap Add: the account is ready straight away and appears in the team list with the User role
The collaborator downloads the Vezpa app and signs in with the username and password you gave them. At the first login they set up two-step verification and put aside the recovery code the app shows them: from then on they sign in from any phone, tablet or computer.
RolesSeven access levels, one for every profile
Vezpa organises the team into 7 roles. Five work on the app's standard dashboard, two have a dedicated one. Give each collaborator the role closest to what they actually do.
| Role | Access | Typical use case |
|---|---|---|
| Manager | Full and unrestricted access: rates and revenue management, OTA configuration, team management, statistics, admin panel, property settings, Booking Engine. | Owner, main manager, property manager |
| Assistant | Full operational access: room and wellness bookings, check-in/out, guest registration, charges and deposits, rates and prices, property configuration, OTAs and Booking Engine, tax data. Does not manage the team or the roles. | Deputy manager, front office supervisor |
| Revenue Manager | Prices and revenue strategy: sees and edits rates and opens the RMS — if the module is active —, with calendar and bookings read-only. Does not touch configuration, team, wellness or tax data; undoing the RMS automatic actions stays with the Manager. | External revenue consultant, pricing manager |
| Wellness Operator | Spa and wellness services: creates and manages wellness bookings and opens the wellness section. Does not see room rates, configuration or team. | Spa attendant, beautician, wellness centre manager |
| User | Basic booking operations for rooms and wellness: create and edit, check-in/out and charges. No rates, configuration, team or tax data. Every new member starts with this role. | Seasonal collaborator, front desk assistant |
| Housekeeper | Dedicated cleaning interface: room state (cleaned), room notes, department board. Cannot see amounts, guest data or bookings. | Cleaning staff, housekeeping manager |
| Observer | Read-only access, limited exclusively to assigned rooms. Sees filtered calendar and bookings. No access to rates, OTAs, team or statistics. | Apartment owner in a group, partner with partial visibility |
Two families of dashboard
Five roles work on the app's standard dashboard, each with the sections their role enables:
Housekeeper and observer instead have a dedicated dashboard, built only for their job:
Permissions by RoleComplete feature table
| Feature | Manager | Assistant | Revenue Manager | Wellness Operator | User | Housekeeper | Observer |
|---|---|---|---|---|---|---|---|
| Management dashboard (statistics and summaries) | Yes | Yes | Yes | Yes | Yes | No | Read-only* |
| Booking calendar | Yes | Yes | Read-only | Read-only | Yes | No | Read-only* |
| Departments (room booking list) | Yes | Yes | Read-only | No | Yes | No | Read-only* |
| Create / edit room bookings | Yes | Yes | No | No | Yes | No | No |
| Check-in / Check-out and guest registration | Yes | Yes | No | No | Yes | No | No |
| Charges, deposits and payments | Yes | Yes | No | No | Yes | No | No |
| Wellness bookings (create / edit) | Yes | Yes | No | Yes | Yes | No | No |
| Wellness / Spa section | Yes | Yes | No | Yes | No | No | No |
| Rates and prices | Yes | Yes | Yes | No | No | No | No |
| RMS — Revenue Management (open and configure) | Yes | Yes | Yes | No | No | No | No |
| Undo the RMS automatic actions | Yes | No | No | No | No | No | No |
| OTA / Channel Manager | Yes | Yes | No | No | No | No | No |
| Booking Engine (settings) | Yes | Yes | No | No | No | No | No |
| Property configuration | Yes | Yes | No | No | No | No | No |
| Tax data and tourist tax | Yes | Yes | No | No | No | No | No |
| Room cleaning status | Yes | Yes | Read-only | Read-only | Yes | Yes | No |
| Department board | Yes | Yes | No | No | Yes | Yes | No |
| Roles and permissions | Yes | No | No | No | No | No | No |
| Team management (Team) | Owner only | No | No | No | No | No | No |
| Changing your own password | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
* The observer sees the calendar in read-only mode and limited to only the rooms assigned by the manager.
Changing PhoneWhen a collaborator is locked out of the app
A Vezpa account is not tied to a device: the same collaborator can sign in from phone, tablet and computer, even on the same day. What protects the account is two-step verification — the code from the authenticator app — together with the recovery code and, where the phone allows it, biometric sign-in.
What «Reset device» actually clears
- Two-step verification: the pairing with the authenticator app is deleted
- Biometric sign-in (fingerprint or face) on every device where it had been enabled
- Nothing else: the password does not change, the account stays active and bookings are untouched
At the first login after the reset the collaborator sets up two-step verification from scratch and receives a new recovery code. That is exactly what the app announces in the confirmation dialog.
| Situation | What to do |
|---|---|
| The collaborator changed phone and no longer has the authenticator | The manager uses Reset device from the Roles and permissions page |
| The collaborator still has the authenticator on the old phone | No action: they can sign in on the new phone by reading the code from the old one |
| They lost the authenticator but have the recovery code | No action: they sign in with the recovery code and immediately get a new one |
| They reinstalled the app | No action: reinstalling does not touch two-step verification |
| They forgot the password | Not a device reset case: the owner uses Change password from the Team Management page |
How to perform a reset
- Go to Configuration > Roles and permissions
- Tap the card of the collaborator who needs the reset
- Tap Reset device — under the name you read Allow device change, which is the same entry
- Confirm: the dialog reminds you that two-step verification and biometric sign-in will be cleared as well
Account SecurityForgotten password, recovery code and lost authenticator
If you lose access to your account — forgotten password or authenticator app no longer available — you can restore it yourself, without contacting support.
Forgotten password
If you don't remember your password, you can reset it yourself directly from the login screen.
- On the login screen, tap Forgot password?
- Enter your account's email or username and confirm
- Check your inbox — if the address is registered you'll receive a link to reset your password
- Open the link and set your new password
Recovery code
When you enable two-factor verification (2FA), the app shows you a personal recovery code: save it somewhere safe. You can use it instead of your authenticator app code whenever you log in, if you don't have your phone with the authenticator at hand.
- The recovery code is unique: there is always only one active per account
- Each time you use it to log in, the system automatically replaces it with a new one — save the newly shown code right away
- A new code is also generated and shown whenever you reconfigure two-factor verification (for example after "I lost my authenticator")
- If you lose both the code and your authenticator, use "I lost my authenticator" at login to reset two-factor verification via email
Lost authenticator
If you've lost both access to your authenticator app and your recovery code, you can disable two-factor verification via email.
- On the verification code screen, tap I lost my authenticator
- Confirm your credentials (username and password)
- Check your inbox and open the link you received
- Two-factor verification is disabled: at your next login you'll be asked to set it up again
Observer RoomsVisibility limited to assigned rooms
When you create a user with the Observer role, you must specify exactly which rooms they can see. This mechanism is essential for properties with multiple owners or for granting partial access to external collaborators.
How to assign rooms
- Create the new member with the Observer role from the Team section
- In the configuration screen, select one or more rooms to assign from the full room list
- Confirm the selection — the observer will see exclusively bookings and calendar for the selected rooms
What the observer sees
- Calendar — only the rows for assigned rooms; all other rows are completely hidden
- Bookings — only bookings that include at least one assigned room, with related details
- Statistics — the tab is there, but the figures are computed on the assigned units only
- Rates, OTA, team, statistics — completely hidden, not in the menu
Use case: apartment managers
In a property managing apartments from different owners, each owner can receive an observer account with visibility limited to their own apartment. This way:
- Each owner sees only their own apartment's bookings
- Has no access to data, prices or bookings of other apartments
- Can monitor occupancy and dates without being able to modify anything
Who manages accessOwner, manager and revoking access
The two pages that govern access have different audiences, and in the app they appear only to whoever can really use them.
| Page | Who sees it | What it allows |
|---|---|---|
| Team | Only the account owner | «Add user» and «Remove user», «Change password» for a member, change a member's language |
| Roles and permissions | Only the manager | «Change role», «Disable user» and «Delete user», «Assign rooms» for the observer, «Reset device» to clear 2FA and biometrics |
Removing a staff member who works on several properties
If a staff member has access to several properties, removing them from one does not delete their account: they lose access only to the property you remove them from and keep working normally on the others. The app confirms this with a dedicated message.
- Staff member present only in this property → the account is deleted, as before
- Staff member present in other properties too → only access to this property is revoked
- The same applies to deactivation from «Roles and permissions»: it does not switch off the account in the other properties
Changing your own password
A password is personal data: every role — housekeepers and observers included — changes their own from the account menu at the top right of their screen, without going through management. The owner can still reset a member's password from the Team page, for example if a colleague is locked out of the app.
The housekeeper and observer dashboards
Anyone with the housekeeper or observer role works in a dedicated screen. The top bar now offers the same conveniences as the other dashboards:
- «?» — replays the step-by-step guide for the screen, whenever you like
- Theme — switches between light and dark
- Language — changes the app language, independent of the property's country; it also applies to the notifications and emails Vezpa sends you
- Account menu — change your own password and sign out; logout takes you back to the sign-in screen
Need help?
Contact us from the app via the integrated support system in the Configuration section.