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From SimplyBook.me

Adding other users to the system (view source)

Revision as of 09:41, 28 August 2017

13,907 bytes added ,  6 years ago
no edit summary
Line 41: Line 41:  
*Directory settings
 
*Directory settings
 
*Widgets
 
*Widgets
−
 
+
''(for more details see table below)''
−
 
+
<br><br>
 
;Junior Employee
 
;Junior Employee
 
When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing.
 
When your company has many employees and their function mainly relates to their own job, the Junior employee settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The Junior employee can not see what the others are doing.
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*'Worktime' (can change only own worktime)
 
*'Worktime' (can change only own worktime)
 
*'Service providers' (can see only himself)
 
*'Service providers' (can see only himself)
−
''Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to 'Viewer'''
+
''(for more details see table below)''<br><br>
 +
:''Remark: If a 'Junior employee' user is not assigned to any employee then his level of access will be automatically downgraded to 'Viewer'''
      Line 57: Line 58:  
*Calendar (view only)
 
*Calendar (view only)
 
*Services (view only)
 
*Services (view only)
 +
''(for more details see table below)''
 +
<br><br>
 +
 +
{| style="width:1200px; border: 2px solid black; background-color: rgb(255,255,255); border-collapse: collapse;"
 +
|- style="background-color: rgb(188,188,188);"
 +
! colspan="2" style="font-weight: bold; border-bottom: 2px solid black; padding: 30px; text-transform: uppercase;" | Options list
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Senior Employee
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Junior Employee
 +
! style="text-align: center; font-weight: bold; border-bottom: 2px solid black; text-transform: uppercase;" | Viewer
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Bookings
 +
|-
 +
| style="width: 25%;" |
 +
| style="border-bottom: 1px solid black;" | View Bookings
 +
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | &#10004; <br>(all providers')
 +
| style="border-bottom: 1px solid black; text-align: center; " | &#10004; <br>(own only)
 +
| style="border-bottom: 1px solid black; text-align: center;" | &#10004; <br>(all providers')
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Create/Edit/Cancel bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Export bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Add breaktimes
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own schedule)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Update booking statuses
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Add comments to bookings
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Managing the services
 +
|-
 +
| View:
 +
| style="border-bottom: 1px solid black; height: 60px;" | Services
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Providers
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own details)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Locations*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(related to this provider)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Categories*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black; height: 60px;" | Memberships*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Promotions*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|Create/Edit/Delete:
 +
| style="border-bottom: 1px solid black;height:60px;" | Services
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Providers
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(edit own information)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Locations*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(unattach own provider only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Categories*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Memberships*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height:60px;" | Promotions*
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Connect providers to services/locations
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Connect services to providers/categories/memberships
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220); font-weight: bold;" | Time settings related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Edit schedules
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(all providers')
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(own only)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Custom Features related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Calendar_Sync | Calendar Sync*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(connect calendars)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Provider.27s_Color_Coding | Provider color coding*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(set color per provider)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Limit_Bookings | Limit bookings*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;<br>(update limits per service)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Intake_Forms | Intake forms*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Status | Status*]]<br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Approve_Bookings | Approve bookings*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(approve/decline bookings)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" |  &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#Book_Soon_Notification_System | Book Soon notifications*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | [[Custom_Features#News | News*]]
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004; <br>(create/edit/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Reports
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Detailed report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Client report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | SMS report
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Reviews(reply/delete)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Payment transactions(view/approve)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Membership payments(view/approve)
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#9932;
 +
|-
 +
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(220,220,220);  font-weight: bold;" | Account information related
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | Change own password
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | See subscription details
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|-
 +
|
 +
| style="border-bottom: 1px solid black;height: 60px;" | See top-menu notifications
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
| style="text-align: center;border-bottom: 1px solid black;" | &#10004;
 +
|}
 +
:<nowiki>*</nowiki> - ''corresponding custom feature should be already enabled by admin.''
 +
<br><br>
Retrieved from "https://help.simplybook.me/index.php/Special:MobileDiff/3950"