Team member permissions

Set who can see and do what.

Roles explained

Admin

  • ✅ All functions
  • ✅ Billing & subscription
  • ✅ Team management
  • ✅ Settings

Staff member

  • ✅ Calendar (view all)
  • ✅ Own appointments (edit)
  • ✅ Customers (view)
  • ❌ Billing
  • ❌ Team settings

Change role

  • Go to SettingsTeam
  • Click on team member
  • Change Role
  • Save
  • Custom permissions

    For more control:

  • Open team member
  • Tab Permissions
  • Turn individual rights on/off
  • PermissionExplanation
    -------------------------
    View all bookingsSee colleagues
    Edit all bookingsChange others' appointments
    Access customersCustomer details
    See statisticsRevenue numbers

    Tips

    • Start restrictive - Give more access when needed
    • Admin should be multiple people - In case of illness/vacation
    • Check regularly - Who still needs what access?