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==How to create new system user==
==How to create new system user==
You can create a separate user for the person who needs to access your admin page in Manage//Users section and assign the corresponding rights to that user. <br>
You can create a separate user for the person who needs to access your admin page in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> page and assign the corresponding rights to that user. <br>
See the list of available user roles below.
See the list of available user roles below.
<br><br>
<br><br>
:To create new user please click on "+" button at the top:
:To create new user please click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> button at the top:
[[File:Create users.png | center]]
[[File:Create users.png | center]]
<br><br>
<br><br>
:Fill in login, select user group, set first password, relate with a provider if necessary, add email address, first and last names
:Fill in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">login,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">email address,</span> select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">user level group,</span> set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">first password,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">relate with a provider</span> if necessary, add <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">first and last names,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">phone number.</span>
[[File:Attach user to provider v3.png | center]]
[[File:Attach user to provider v3.png | center]]
<br><br>
<br><br>
After this, just send login and password for your users along with the link to your admin page.
After this, just enable the switch <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send login information to user</span> and save the user record.<br>
The system will automatically send the email with the login credentials according to the template you have set in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New user login notification.</span>
[[File:New user email template.png|1200px|border|center]]
<br><br>
Or you can manually send login and password to your users along with the link to your admin page after saving the user.
[[File:User roles descr new.png | center]]
[[File:User roles descr new.png | center]]
<br><br>
<br><br>
;Admin
;'''Admin'''
If you created the system for your company at SimplyBook.me then you have admin rights by default. This means the highest access level of all users and as such you can create other administrators.
If you created the system for your company at SimplyBook.me then you have <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">admin</span> rights by default. This means the highest access level among all users and you can create other administrators with the same access level.
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' To protect your system from mistakes, we do not allow to delete the default administrator so if he/she should no longer have admin rights, you need to change his/her email and password to limit the access. The second and further admins can be removed.</span>
<br><br>
;'''Senior Employee'''
The <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Senior employee</span> level allows the users to see the workload of others but they can only make changes to settings that relate to providers. These users do not have access to company configuration settings.
<br><br>
This is a list of functions they cannot access:
This is a list of functions they cannot access:
*Dashboard
*Dashboard
*Insights
*Insights
*Settings
*Settings
*Worktime managing
*Company worktime management
*Information and address
*Company basic information and address
*Homepage content managing
*Homepage content management
*Design
*Design settings
*Custom CSS
*<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_CSS_custom_feature|Custom CSS]]</span>
*Directory settings
*Marketplace settings
*Widgets
*Widgets generation
''(for more details see table below)''
''(for more details see table below)''
<br><br>
<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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> settings can be used. This setting allows the user only to see workload and make changes to own bookings but not for others. The <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> can not see what the others are doing.
This is the full list of functions accessible to 'Junior employee':
This is the list of functions accessible to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span>:
*'Calendar' (can manage only own bookings)
*Calendar (can manage only own bookings and notes)
*'Worktime' (can change only own worktime)
*Worktime (can change only own schedules)
*'Service providers' (can see only himself)
*Service providers (can see only himself)
''(for more details see table below)''<br><br>
''(for more details see table below)''<br><br>
:''Remark: If a 'Junior employee' user is not assigned to any service provider then his level of access will be automatically downgraded to 'Viewer'''
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' If a <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior employee</span> user is not assigned to any service provider then his level of access will be automatically downgraded to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer</span> level.</span>
<br><br>
;'''Viewer'''
In some cases you may want to allow someone to see what is going on with company bookings but not be able to make any changes. This user should be set as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer.</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewers</span> can not change anything, and they can not add any bookings.<br>
In some cases you may want to allow someone to see what is going on with company bookings but not be able to make any changes. This user should be set as Viewer. Viewers can not change anything, and they can not add any bookings.
The following functions are available for this access group:
The following functions are available for Viewers:
*Calendar (view only)
*Calendar (view only)
*Services (view only)
*Services (view only)
''(for more details see table below)''
''(for more details see table below)''
<br><br>
;'''Operator POS'''
;Operator POS
This level was created mainly for managing <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Point_of_Sale_custom_feature|POS interface]]</span> and sell services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|classes]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages_custom_feature|packages]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products_for_Sale_custom_feature|products]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service_Add-Ons_custom_feature|add-ons]],</span><br>
but also has access to Calendar, Clients, some reports and view only access to <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership_custom_feature|Memberships]],</span> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons_and_Gift_Cards_custom_feature|Coupons&Gift Cards]],</span> Services/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes_custom_feature|Classes]]</span> and Providers.
but also has access to Calendar, Clients, some reports and view only access to Memberships, Coupons&Gift Cards, Services/Classes, Providers,
<br><br>
;'''Doorman'''
Only has the ability to validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|Tickets]].</span>
;Doorman
<br><br>
Only has the ability to validate Tickets.
;'''Lab tester'''
This access level was created mainly for work with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Medical_test_custom_feature|Medical Test]]</span> custom feature and validate <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Tickets_custom_feature|tickets]],</span> print test tube labels, update test result statuses and print results.
;Lab tester
|-
|-
| style="width: 20%;" |
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| style="border-bottom: 1px solid black;" | Go to plugins page
| style="border-bottom: 1px solid black;" | Go to custom features page
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="width: 20%;" |
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption | SOAP with encryption]] comments*
| style="border-bottom: 1px solid black;" | Add/Edit [[Custom_Features#SOAP_with_Encryption | SOAP with encryption]] comments*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key<br>
| style="border-bottom: 1px solid black; text-align: center; " | with correct key <br>own only
| style="border-bottom: 1px solid black; text-align: center; " | with correct key<br>own only
| style="border-bottom: 1px solid black; text-align: center;" | read only<br>with correct key
| style="border-bottom: 1px solid black; text-align: center;" | with correct key<br>read only
|-
|-
| style="width: 20%;" |
| style="width: 20%;" |
| style="width: 20%;" |
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#News | news]]*
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete [[Custom_Features#News | news]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
|-
|-
| style="width: 20%;" |
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Set [[Custom_Features#Limit_Bookings | limit for services]] and view common settings*
| style="border-bottom: 1px solid black;" | Set [[Custom_Features#Limit_Bookings | limit for services]]*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="width: 20%;" |
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | [[Custom_Features#Any_Employee_Selector | Any employee]] settings*
| style="border-bottom: 1px solid black;" | [[Custom_Features#Any_Employee_Selector | Any employee]] settings*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br>via direct link only
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | −
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
| style="border-bottom: 1px solid black;" | Custom translations
| style="border-bottom: 1px solid black;" | Custom translations
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
| style="border-bottom: 1px solid black; text-align: center;" | − <br>
| style="width: 20%;" |
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Company basic information
| style="border-bottom: 1px solid black;" | Company basic information
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
| style="border-bottom: 1px solid black; text-align: center; " | − <br>
