Self Onboarding Guide

Welcome to the roommaster Web Self Onboarding Guide. This guide will help you get started with roommaster Web and learn the essential features and workflows.

What You'll Learn

• How to accept invitations and create your account

  Learn the step-by-step process of receiving your invitation email, verifying your invite code, and creating your roommaster Web account. You'll also learn how to complete OTP verification and accept your property invitation to gain access to the dashboard.

• How to import modules from roommaster Cloud to roommaster Web

  Discover how to use the Import Wizard to transfer your housekeeping data from roommaster Cloud, including room types, room groups, rooms, staff, and cleaning types. You'll learn how to selectively import only the data you need for your property.

• Overview of the configuration of the housekeeping module

  Understand how to configure the Housekeeping module settings to match your property's operational needs. Learn about general settings, room configurations, staff management, and how to set up proper inspection workflows and task creation rules.

• How to configure user permissions by role

  Learn how to set up the correct security level, class name, special permissions, and report access for each user role — including housekeepers, housekeeping managers, and property managers — to ensure appropriate access to the web app and dashboard.

Getting Started

This onboarding guide is designed to help new users understand and navigate roommaster Web effectively. Follow the guides below to complete your self-onboarding process.

📄️ Getting Started with roommaster Web

This video tutorial provides a step-by-step walkthrough of the self-onboarding process for roommaster Web. Watch this video to learn how to accept your invitation, create your account, and import the Housekeeping module from roommaster Cloud into roommaster Web.

📄️ Adding & Linking Housekeepers

This article explains how to onboard housekeeping staff into the system. The process includes two main parts:

📄️ Configuring the Housekeeping Module

This article guides you through configuring the Housekeeping module to match your property's operational needs. Proper configuration ensures accurate task creation, inspection flow, and staff coordination.

📄️ Configuring User Permissions

This article explains how to configure permissions for different user roles in roommaster Cloud (RMC). Proper permission setup ensures each user has access only to the features and data relevant to their role.

Support

If you need further assistance, please refer to related knowledge base articles or contact support at support@roommaster.com or visit our Knowledge Base.