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How to set up and manage team permissions?

Teams

How to set up and manage team permissions?

You can set team member roles and permissions in your account.

You can manage your team members’ permissions in your account settings. This allows you to control who has access to what within your booking system. Your team members can get email notifications about their bookings at the set email address.

If you are the owner of the account, your role will be Account Owner, which gives you full control over all settings and permissions. As the owner of the accounts, you can't change your role, but change other team members role.


Permission and access set up

  1. Go to your Admin page.

  2. Go to Account settings > Team Members.

  3. Click on a team member and scroll down to Access and Permissions.

  4. Click on the Set up access button.

  5. Type in the email address of your team member.

  6. Choose notification preferences (e.g. whether they receive notifications about their own appointments, and whether the owner gets notified).

  7. Click Next and select the appropriate permission level:

    • Member Permission – access only to their own appointments and clients

    • Admin Access – full access to all appointments, clients, and settings (except subscription)

  8. Click Send Invitation. The team member will receive an email and can set up their password after accepting the invite.

Team member permissions

There are three permission categories within Team:

  • Owner: Full access to all appointments, clients, passes and settings, subscription settings, account deletion.

  • Admin: Full access to all appointments, clients, passes and settings, but not subscription.

  • Member: Access only to own appointments and clients, but not settings, not able to add new services,

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