Instructions -User Access

Instructions Simphony

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 Table of Contents

Condensed Step by Step Instruction (no screen shots) .................................................................................

Create / Add a New User ...................................................................................................................... 03
Changing Employee Class ................................................................................................................... 04
Adding/Removing Access to Revenue Centers ....................................................................................... 06
Deleting/Terminating an Employee ...................................................................................................... 07
Resetting an Employee Password for Symphony ................................................................................... 08

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 Condensed Step by Step Instruction (No Screenshots)
Create / Add a New User:

If the Ticket is to create or add a new user, follow the below steps:

1. Remote Desktop into hotel’s POS Server.

2. Login using your CPH account
3. Launch EMC (Enterprise Management Console) from the Start Menu
(If it does not appear, click Start> All Programs> Micros Applications> EMC)
4. In the Server dropdown, select ‘localhost’
(If localhost does not work, select the Server name; if available)
5. Enter your User Name and Password. Click on Login.
6. Verify in “Location” that the hotel’s name is selected. Under “Personal”, select Employee Maintenance.

7. In the top menu of the EMC, select the Insert icon . The “Add Employees” window will appear. From the Select a
task to perform dropdown, select the option of Add Employee Record from Template. Click on OK
8. The “Select Employee” window will appear. Click on the column header of Name to organize the list beginning with
the Employee Templates.
9. Refer to the ticket for the Employee Class. In the Select Employee window, locate the “template user” for this class
and select it and click on OK.
10. Enter the First Name and Last Name of the Employee that is to be added.
11. You have now added a new user into Symphony Ver. 1.
** If Employee Class is Property Champ, Night Audit, System Manager, Revenue Center Managers or
Corporate complete the below steps 13-16. **
12. In Employee Maintenance, search for the new employee just added. Record Type dropdown = Property Employee
Records.
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open the
Employee Record.
13. In the “Employee Record” section, select Employee Record.
a) Select the General Tab.
b) In General Settings, add the ‘Alternate ID’. This is the same as the Employee #
c) In EMC Login, add the ‘User Name’. This is the same as the user’s CPH login. Select Password. Assign a password
in ‘New Password’. Always use XXXXX1 Select Accept. Select the Reporting Tab.
d) Select the Reporting Tab
e) Complete the following fields:
a. Check the ‘Active’ box
b. Display Name will be the employee’s CPH Login ID
c. Role – Select Manager
d. Time Zone – select the time zone that the hotel is located in
e. Org. Level – Select the hotel name

14. Save updates by selecting the Save icon in the top menu bar.
15. The Employee has been added. The changes will take affect the next time the user signs in.

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 Changing Employee Class:

If the Ticket is to change/update the Employee Class, follow the below steps:

1. Remote Desktop into hotel’s POS Server.

2. Login using your CPH account
3. Launch EMC (Enterprise Management Console) from the Start Menu
(If it does not appear, click Start> All Programs> Micros Applications> EMC)
4. In the Server dropdown, select ‘localhost’
(If localhost does not work, select the Server name; if available)
5. Enter your User Name and Password. Click on Login.
6. Verify in “Location” that the hotel’s name is selected. Under “Personal”, select Employee Maintenance.
7. In Employee Maintenance, search for the new employee just added. Record Type dropdown = Property Employee
Records.
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open the
Employee Record.
8. Refer to the ticket for the new Employee Class.
A) In the Employee Record section, select Employee Record.
i) General Tab; update Level dropdown. Refer the “Level Legend”

LEVEL LEGEND:

Employee Class Name: Level:

Server Self Cashier XX
Server RC Cashier XX
Bartender XX
Bartender/Manager XX
RC Cashier XX
IRD/Royal Service Order Taker XX
Banquet Manager/Supervisor XX
RC Supervisor XX
RC Manager XX
Property Champ XX
Retail/Golf/Spa Manager XX
Night Audit XX
L1 XX
System Manager XX
Tipped Employee XX
Corporate XX
Terminated Employee XX

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B) Select Property
Update the Employee Class to the class indicated in the Ticket, and click on the save icon.
9. The Employee Class has now been changed. The changes will take affect the next time the user signs in.
** For employees that are new to the Employee Class of Property Champ, Night Audit, System Manager, Revenue
Center Managers or Corporate complete the below steps. (Employees who previously were a member of these 3
classes require no further action.) **
10. In Employee Maintenance, search for the updated employee. Record Type dropdown = Property Employee Records
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open the
Employee Record.
11. In the “Employee Record” section, select Employee Record.
a) Select the General Tab.
b) In General Settings, add the ‘Alternate ID’. This is the same as the Employee #.
c) In EMC Login, add the ‘User Name’. This is the same as the user’s CPH login. Select
Password. Assign a password in ‘New Password’. Always use XXXXX1 Select Accept
d) Select the Reporting Tab
e) Complete the following fields:
f. Check the ‘Active’ box
g. Display Name will be the employee’s CPH Login ID
h. Role – Select Manager
i. Time Zone – select the time zone that the hotel is located in
j. Org. Level – Select the hotel name

12. Save updates by selecting the Save icon in the top menu bar.
13. The Employee Class has now been changed. The changes will take affect the next time the user signs in.

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 Adding/Removing Access to Revenue Centers:

If the Ticket is to add/remove access to Revenue Centers, follow the below steps:

1. Remote Desktop into hotel’s POS Server.

2. Login using your CPH account
3. Launch EMC (Enterprise Management Console) from the Start Menu
(If it does not appear, click Start> All Programs> Micros Applications> EMC)
4. In the Server dropdown, select ‘localhost’
(If localhost does not work, select the Server name; if available)
5. Enter your User Name and Password. Click on Login.
6. Verify in “Location” that the hotel’s name is selected. Under “Personal”, select Employee Maintenance.
7. In Employee Maintenance, search for the new employee just added. Record Type dropdown = Property Employee
Records
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open the
Employee Record.
8. In the “Employee Record” section, select the hotel’s name. Select the “Operations” tab.
9. Refer to the ticket to see if you are adding or removing a Revenue Center.
Adding access to Revenue Center – proceed to 9A.
Removing access to Revenue Center – proceed to 9B.
9A. Adding access to Revenue Center
i) Select the Insert icon
ii) Select the Insert icon in the top menu bar.
iii) From the Operator Records window, select the Revenue Center(s) that should be added.
iv) Click on OK
v) The Revenue Center(s) has now been added. The changes will take affect the next time the user signs in.
vi) Log out of the EMC
9B. Removing access to Revenue Center
i) Select the Revenue Center (Operator) that is to be removed. (To select multiple, use CTRL+ mouse)
ii) Select the Remove icon in the top menu bar.
iii) Click on Yes to proceed.
iv) The Revenue Center has now been removed. The changes will take affect the next time the user signs in.
v) Log out of the EMC.

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 Deleting/Terminating an Employee:

If the Ticket is to delete/terminate an Employee, follow the below steps:

1. Remote Desktop into hotel’s POS Server.

2. Login using your CPH account
3. Launch EMC (Enterprise Management Console) from the Start Menu
(If it does not appear, click Start> All Programs> Micros Applications> EMC)
4. In the Server dropdown, select ‘localhost’
(If localhost does not work, select the Server name; if available)
5. Enter your User Name and Password. Click on Login.
6. Verify in “Location” that the hotel’s name is selected. Under “Personal”, select Employee Maintenance.
7. In Employee Maintenance, search for the new employee just added. Record Type dropdown = Property Employee
Records
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open the
Employee Record.

8. In the Employee Record section: select Employee Record.

Employee Record.
General Tab: Remove data from ‘Alternate ID’ field; and update ‘Level’ to 9. Roles Tab: In the Roles section, update
the Role to Terminated Employee Select Property. Update the Employee Class to Terminated Employee, and
click on the save icon.
9. The employee has now been terminated. The changes will take affect the next time the user signs in.

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 Resetting an Employee Password for Symphony:

If the Ticket is to reset an employee password, follow the below steps:

1. Remote Desktop into hotel’s POS Server.

2. Login using your CPH account
3. Launch EMC (Enterprise Management Console) from the Start Menu
(If it does not appear, click Start> All Programs> Micros Applications> EMC)
4. In the Server dropdown, select ‘localhost’
(If localhost does not work, select the Server name; if available)
5. Enter your User Name and Password. Click on Login.
6. Verify in “Location” that the hotel’s name is selected. Under “Personal”, select Employee Maintenance.
7. In Employee Maintenance, search for the new employee just added. Record Type dropdown = Property
Employee Records.
Type in the employee’s name in the fields of “Last” and “First”; click on search. Double click on the user to open
the Employee Record.
8. In the Employee Record section, select Employee Record. Select General Tab: In the EMC Login section; click
“Password”.
Enter a new password using ‘fairmont’ and a number. (Example: XXXXX100) Enter it again under Confirm new
password. Click on Accept.
Note: password format is abcdef###, where ### are numbers of your choice.
9. In the Employee Record section, select Employee Record.
General Tab: EMC Login section; click “Password”. Enter a new password using ‘XXXXX and a number (1-9). Enter
it again under Confirm new password. Click on Accept.
Example: XXXXX100
10. Exit EMC.

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