U Book-It Bookers

** Available to bookers with Admin user roles **

 

Enter users (Bookers) who can make and manage bookings in U Book-It.

The following Booker details can be entered:

 Booker details   Description 
 Name   Booker name 
 Email (username)   Valid email address. U Book-It emails will be sent to this address. 
 Password   Password for login to U Book-It 
 Mobile   Cell phone number 
 Cost Centre   Booker’s default Cost Centre 
 Groups   The Vehicle Groups the Booker can access for bookings 
 User Type   Booker’s user roles:
  • Normal
  • Admin
  • Manager

 Bookers with Normal user roles are able to

  • view all bookings
  • make bookings for themselves
  • manage and cancel their own bookings

 Bookers with Admin user roles are able to

  • view all bookings
  • make bookings for themselves and others
  • manage and cancel their own and other bookings
  • manage settings in Admin tab
  • add and manage vehicles
  • add and manage bookers
  • view the Vehicle Utilisation Report

 Bookers with Manager user roles are able to

  • view all bookings
  • make bookings for themselves and others
  • manage and cancel their own and other bookings
 Send Email   Tick to enable Booker to be notified of user set up by email.

 

Setting up a Booker

You can add a single Booker or upload a list of Bookers.

To enter a single Booker:

  1. In U Book-It, go to Admin / Bookers.
  2. Enter Booker Details.
  3. Select User Type.
  4. Tick or un-tick Send Email.
  5. Confirm by clicking Add.
    The Booker will be added to the Bookers list.

 

To enter multiple bookers by uploading a list of email addresses:

  1. In U Book-It, go to Admin / Bookers.
  2. Enter email addresses in Copy/paste Multiple Bookers field. Add one email address per line, don’t use commas etc.
  3. Tick or un-tick Send Email.
  4. Enter a password in Shared Password.
  5. Confirm by clicking Add.
    Bookers will be added to the Bookers list as Normal Users with no Vehicle Group assigned.

 NOTE: To assign Vehicle Groups to Bookers and edit other Booker details, refer to Managing Booker details.

 

Managing Booker details

To edit Booker details:

  1. In U Book-It, go to Admin / Bookers.
  2. Select a Booker.
    Booker Details will show.
  3. Enter and/or select details.
  4. Confirm by clicking Update.

 

Deleting bookers

To delete a Booker:

  1. In U Book-It, go to Admin / Bookers.
  2. Select a Booker.
    Booker Details will show.
  3. Click Delete.
  4. Confirm by clicking OK.