Security Users
To follow this topic, you must have access to the GM Functions module.
Your security role must have the following permission(s):
- Security and Permissions
If you do not have these permissions and believe you should, please reach out to your manager or administrator for further assistance.
Due to PCI Compliance regulations, user settings (adding, modifying, etc) in Chorum must be maintained by hotel staff, typically a member of management or another individual associated with or responsible for brand security.
If for some reason there is no one on-site with access to manage users, the Jonas Chorum team may be contacted for assistance. However, be aware that any assistance provided is limited to your property's designated primary contact and their account. If the primary contact is not present nor available, we will be unable to assist.
If you are the property's primary contact and are in need of assistance with your user login (such as correcting your user permissions or having your password reset), and an appropriate administrator is not available to assist you, please follow the below instructions.
On the request, please specify your name, title, and preferred contact method (phone, email, etc). Please also ensure the letterhead notes your property's name and phone number, as this may be needed to properly create a ticket for your property. Lastly, please clearly specify what you are seeking assistance with (password reset, permission corrections, etc). If you already have an existing ticket number for the incident, please note this as well.
Once you have finished filling out the form, you may either fax or email the form to the Chorum team for processing.
- All faxes should be sent to (866) 960-5922.
- If emailing the request, please send the email to support@jonaschorum.com using a company email address. If you already have a ticket number regarding this incident, please include the ticket number in [square brackets] at the beginning of the subject line. If a ticket number is not included in the subject line, our system will automatically generate one for you and reply with the ticket number for your reference.
Once received, the Chorum team will verify you are the designated primary contact and assign a technician to contact you via the preferred method as soon as available.
The Security Users menu is used to manage and maintain your hotel's user accounts, or "clerks," and what kind of access those individuals may have to Chorum and its features. A clerk without a user login has no means of accessing Chorum.
If this is your first time using or setting up Chorum and its security settings, we recommend you stop here and see the related topic Security Roles first. The bulk of your property's user permissions are defined here, and need to be sorted on a role-by-role basis before they can be applied to your individual clerks. After you have finished there, you may come back and continue with this guide.
To begin, access the Security Users menu located beneath the Security and Permissions folder in GM Functions.
Once the menu loads, use the New button at the top of menu to create a new login, or if you intend to modify an existing login, locate the user on the displayed list and choose the value(s) you wish to modify. If you created a new login, a blank row will appear at the top menu for you to fill out. A description of each column is provided in the table at the end of this topic.
Users cannot be deleted from Chorum. Instead, users are deactivated - this removes the user account from usability, but still retains all records and logs associated with that clerk’s login. To deactivate a user, you only need to access the Security Users menu and checkmark the Inactive option on the right-hand side of the menu.
Should you decide later to re-activate a clerk that has been deactivated, use the Include Inactive Users option at the top of the Security Users menu to display all accounts that have been deactivated, then uncheck the Inactive option for the desired account.
Be aware that unless you have the Security Administrator option enabled for your account (detailed below), you cannot create or modify an account (including your own) to grant access to menus or permissions you personally do not already have. In other words, a manager cannot assign an administrator role to themselves or another user in Chorum unless that manager already has the administrator role.
After filling out or updating all applicable columns, save your work.
If you are saving a new user (before a password has been set) and you instead get an error saving the account, double-check all current and past (inactive) users to make sure the username hasn't already been used on another account. To include past users in the list for review, click the View Inactive Users button at the top of the menu, then scroll down through the list as normal.
If the username already exists, you will either need to re-activate the old user (if it's the same individual) or choose a different username for the new clerk.
If there are no duplicate usernames and you continue receiving errors when trying to save the new account, please contact the Jonas Chorum support team by clicking here.
If creating a new user, you will now be prompted to set a password for the user's account - note that any password you set now will automatically be reset the first time that user logs in to Chorum, so for best results consider using a generic password the user can then replace when they first log in.
Keep in mind when setting a password that it must meet the following requirements:
- At least seven (7) characters long
- At least one upper case letter
- At least one number
- At least one special character (any non-alphanumeric character, such as !, @, #, $, etc)
Once finished working, the user will automatically be sorted into the rest of the list using alphabetical order by the Name column.
Column |
Description |
---|---|
Name |
The clerk’s real name. This could be the clerk's full name, or it could be a first name and initial - the exact contents of this column are subject to your hotel's security policies. |
User Name |
The clerk’s display name in Chorum - this will be what appears whenever the clerk’s activity is logged in Chorum and on reporting. This is also what is used when logging in to Chorum. |
Culture |
This column presently does not function and is still in development. Leave this column set to en-US. Once fully implemented, the column will designate the clerk’s culture code, changing the language of all text in Chorum to the selected language for that specific user while logged in. To see a complete list of supported culture codes and their associated languages, click here. |
Role |
Designate which security role(s) apply to this account. Simply click the drop down and select the security role(s) that apply to the new user. As a reminder, you will be unable to assign a role to yourself or another user that has permissions you do not currently have unless you are marked as a Security Administrator. For more information about security roles, please see the related topic Security Roles. |
Module |
Designate which sections of Chorum the user has access to. Leaving an option unchecked will prevent the user from opening that area. For example, if a manager would like to create a front desk clerk account that should not have access to any management menus, the manager might consider leaving the City Ledger and GM Functions modules unchecked. When the clerk logs into Chorum, they will be unable to open either menu. |
Login Page |
Designate which menu the clerk automatically logs into when they log on to Chorum. If left blank, the account will default to the Reservations menu. For example, a new housekeeper account is being made in Chorum. As the hotel’s housekeeper will not be creating or editing guest reservations, they do not need to spend any time on the Reservations menu. The manager sets the housekeeper’s login page to the Housekeeping menu. Next time the housekeeper logs into Chorum, they automatically load into the Housekeeping menu. |
Mobile Module |
Use this drop-down menu to select which, if any, modules a clerk has access to when logging in to Chorum Mobile (see Mobile Overview for more information). |
Mobile Login Page |
This column only functions for users with one or more mobile modules enabled for their profile. Just like the Login Page column, this sets the default module the clerk will log into when signing in to Chorum mobile. |
Override Rights |
Grants the user the ability to authorize override prompts in Chorum. For example, if your hotel is at 100% occupancy but you allow overbooking, Chorum will display an override prompt confirming you wish to overbook should you attempt to save a new reservation without any inventory remaining. A user with Override Rights enabled can confirm this prompt, allowing the new reservation to be saved and overbooked. |
Inactive |
Marks the user inactive. This is usually only needed when removing past users. |
Remote Access |
If your hotel has enabled Remote Access Restrictions, a user with this option checkmarked will still be able to login even if attempting to sign in from a location outside your hotel’s list of approved networks. See Remote Access Restrictions for more information. |
Security Administrator |
A user with this permission enabled can create users with any security role or permission set in the system, including rights they do not have for their own account. For example, a manager can make a new administrator with this option enabled, even if they themselves are not an administrator. |
Learn more about the GM Functions module. |
|
Learn to reset a user's password. |
|
Set up and manage general permissions for staff. |