Skip to main content

Adding & Linking Housekeepers

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

  1. Creating and inviting the housekeeper from RMC (manager action)
  2. Linking the housekeeper to roommaster Web so rooms can be assigned
Video Tutorial

👉 Watch the complete tutorial here: Adding & Linking Housekeepers

Part 1: Manager Creates and Invites the Housekeeper (RMC)​

Step 1: Create a Housekeeper Profile​

  1. Log in to RMC.
  2. Navigate to Setup → User Profiles.
  3. Click Insert to create a new user profile.
  4. Fill in all required housekeeper information.

Step 2: Configure Access Settings​

In the Access section:

  • Security Level: Select Clerk
  • Class Name: Select Housekeeping

These settings ensure the user has the correct permissions for housekeeping duties only.

Step 3: Remove Report Access​

  1. Navigate to the Report Access tab (third tab).
  2. Uncheck all selected options.
  3. Confirm that no report access is enabled for the housekeeper.

Step 4: Send the Invite​

  1. Click Invite.
  2. An invitation email will be sent to the housekeeper.

This invitation allows the housekeeper to join the web portal.

Part 2: Housekeeper Accepts the Invite​

Step 5: Housekeeper Creates Their Account​

  1. The housekeeper opens the invitation email.
  2. Clicks the invite link.
  3. Follows the on-screen steps to:
    • Accept the invitation
    • Create their account credentials

Once completed, the housekeeper will have access to the mobile version of the web portal.

After the housekeeper has created their account, the manager must link the account to the housekeeping staff profile.

  1. Log in to roommaster Web.
  2. Navigate to Housekeeping Settings → Staff.
  3. Locate the housekeeper in the Staff List.
    • If the housekeeper already exists, click on their name, if not, create them a profile through the "New staff" button
  4. The side panel will open.
  5. Click Link Staff with roommaster Web User.
  6. Search for the housekeeper's name or email and select it.
  7. Click Link Staff to Account.

Result​

Once the account is successfully linked:

  • The housekeeper is fully onboarded
  • The housekeeping manager can assign rooms to the housekeeper
  • The housekeeper can start receiving and managing assigned rooms

Important Notes​

  • Report access must remain disabled for housekeeping staff.
  • Linking the staff profile to the web user is mandatory for room assignment.
  • Invitations should only be sent after confirming correct access settings.