CSE Portal is a new module of Maxxton, available for Comité d’Entreprise administrators to validate or decline bookings made for their employees.

This page is to guide the user on how to set up this solution and how to manage it.

Initial set up

Prerequisites

• A feature flag needs to be activated by a Maxxton Admin to use this feature (ask Maxxton Customer Success team)

• The user needs to have access to the Channel Manager module - Distribution Channel (enabled on the right of the user role)

• The user needs to have access to the Comité D’entreprise portal module

• A child Distribution Channel (used as one “Comité d’Entreprise”) needs to be configured in the system (Setting up a distribution channel)

Access

• Go to MXTS > Channel Manager > Distribution Channel and open the Settings of the Distribution Channel that needs to be used for the CSE Portal (this Distribution Channel needs to be a child DC).

Setup

• Go the the Media part of Distribution Channel and add a logo to be displayed in the CSE Portal (and website)

Open

• Go to the Settings page of a Distribution Channel and update the Distribution Channel type to “CSE”

Open

• Once the Distribution Channel is updated to type CSE, a new section within the DC (at the bottom) is available: CE Log-in

• You can click on “Create login” to create a new Comité d’Entreprise log-in, using the email address of the CSE administrator (e.g.: cse@entreprise.fr or michel.dupont@entreprise.fr). Note that the email address used must be a new one not used in the system for another role (else, you will get an error message)

• Once the user is created, it will give him unique access to the CSE Portal set-up for his dedicated Distribution Channel

The employee administrator can now log in and manage bookings created via the dedicated booking funnel!

Using the CSE Portal

This section shows the overview of use cases the user can do while using the CSE Portal:

1. Confirming or declining reservations

The user needs to approve or decline new reservations. It can be done:

a) By bulk (multiple approvals at the same time)

b) Only one reservation, once clicking on one to get the details

2. Checking reservations

a) Overview of the reservations by status (New Reservations ; Approved ; Declined ; Expired)

• You can filter the reservation by arrival date and locations

• You can search for a specific reservation using the customer’s name or reservation number

b) Clicking on one reservation, it is possible to see the detailed information:

• Reservation details

  • Reservation date

  • Arrival - departure date

  • Location

  • Accommodation types details

  • Add-ons

  • Reservation memos

  • Bill details (and split between Customer and Company)

  • Last modification date

• Customer details

  • First name

  • Last name

  • Phone

  • E-mail

  • Country

  • Address

• Travel party details

  • First name

  • Last name

  • Date of birth

3. Export reservations

• It is possible to export the reservations selected with multiple columns of information (Reservation number, location, customer first name, customer last name, accommodation type, arrival date, departure date, reservation date)

Updating, archiving, and deleting CSE Portal accesses

You can manage CSE Portal accesses from the Channel Manager → Distribution Channel → Log-in

It is possible to create other logins and disable one using the modification action.

Dependencies & impacts

• If the reservation status changes in the system it will also change in the CSE Portal.
  Status relates to the following (left → right = bold status ; right → left = all status applicable)

• The Index for the APIs or Booking Funnel will follow the rules of one chosen DC CSE → It is not possible to have multiple different prices & rules per DC.

• Design of the Web Manager Booking Funnel will be the same for every CSE (with customisation of name and logo); it is possible to create multiple layouts but it will require more work and maintenance

 Related articles

Setting up a distribution channel